Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Bulk set Client Termination Date via Data Mining

Recently the Termination Date category was added to Iris for us to mark when a client becomes an Ex Client.

As we have a large number of Ex clients on our system that we have been dealing with in other ways, it would be really useful if we had a way to bulk-set this Termination Date via Data Mining... otherwise we will have to add it individually for each client!

  • Andy Brewood
  • Sep 23 2020
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