Customer feedback & Ideas for IRIS

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Add a client start date and termination date in Practice Management

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.

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  • Jun 20 2018
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    Ben Webb commented
    5 Nov, 2019 09:10am


    The data fields are available in data mining under the basic items. They are listed as Client Start Date and Client Terminated Date.

  • Matthew MacInnes commented
    28 Oct, 2019 02:27pm

    Now that this has been added, can these dates be made available as "columns" in Data Mining?