Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

To be able to search for clients who are not set up with staff members to receive notifications

To ensure that all documents are dealt with/seen

  • Guest
  • Dec 9 2019
  • Already exists
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    • Guest commented
      December 09, 2019 10:22

      Yes.  Thank you :-)

    • Mike Turner commented
      December 09, 2019 10:12

      Hello, if you use the export clients button it will show you which staff are set to be notified on your clients.

      Does that help you?