Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Ability to pull a report that shows the related directors/partners to the LTD/LLP/Partnership

When sending letters/mail merges to clients, it would helpful to pull a list that shows the related people to the business, so that duplicate correspondence is not sent. Without this, it is much more time consuming to individually cross check the client in the Practice Management screen.

  • Guest
  • Aug 5 2019
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