Customer feedback & Ideas for IRIS

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Ability to go directly to newly added / created Client

Ability to go directly to newly added / created Client.

The only option after new client creation is to click back to all clients list. Then type the name or code again. Could we have a button to click us directly to this newly created one?

  • Tomasz Kardasz
  • Apr 9 2020
  • Planned
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    • Tomasz Kardasz commented
      June 18, 2021 09:18

      Hi Simon

      That location would be great ��� then I can start adding folders if I have any requirements or Edit the client details or add more users to this client���s account.

      At the moment I need to search for newly created client.

      Thanks.

      Regards

      Tomasz Kardasz
      ICT Technician
      [fmg-sig]
      t: 01631568240

      e: tk@raclement.co.uk
      R A Clement Associates
      5 Argyll Square, Oban
      PA34 4AZ Scotland
      www.raclement.co.uk

    • Admin
      Simon Collen commented
      June 17, 2021 16:05

      Hello,

      Thank you for raising this suggestion, to help me ensure we deliver the correct solution where would you expect to be taken for the new client?

      Would it be there initial folder such as the xample below:


      I look forward to your response.

      Kind regards

      Simon Collen