Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Need to be able to report on which clients have had the "Send Statement" unticked.

At the moment we have to keep a manual records of those clients to whom we don't want to send fee statements and manually check them each month before the statement run to make sure we don't inadvertently post/e-mail the document and upset the client

  • Steve Terry
  • May 29 2020
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