Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

More options in Configure ListView Control

It would be useful to be able to select more options, such as 'statutory deadline' and 'client service notes' in the Job Stages screen.  This would help to see notes that have been added to the service, for example 'Kashflow client' or 'we do VAT' rather than having to transfer or re-input notes to each job.   We use the job stages to chase clients for their books and records when their year end accounts are due, so this would save a lot of time if we could see notes added to help with what information we need from each client without having to go into each client.

  • Michelle Morton
  • Feb 18 2020
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