Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Add a client start date and termination date in Practice Mangement

We currently use the “NC” - New Client service start and end dates to denote when a client engaged with us and left. Rather than using a service for this it would make sense to have a separate start and termination date for clients to allow reporting and data mining lists to be generated for new and lost clients accurately.

  • Ross Phipps
  • Jun 20 2018
  • Attach files