Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

New field in database for Date of last Engagement Letter

For those of us that do not issue Engagement Letters from IRIS Automail, being able to use datamining to list clients showing the date of the latest Engagement Letter would be very useful to track which ones need to be reviewed and maybe re-issued. This idea could possibly lead to IRIS making available a number of user-defined fields so we can add data relevant to our firm?

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  • Jun 8 2020
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