Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Flexible headings for Iris Dashboard

It would be really useful if users were able to configure the headings on the Iris Dashboard, client list to the most useful for each individual user. At present they are set as Client ID, Client Name, Client Type, Last Accessed, UTR, Date of Birth, NI, Registered No. and Charity No. I would love to be able to remove UTR, DoB, NI, registered and charity no. and replace those headings with Client Manager, tel number, email address as they are more relevant for me.

  • Lesley Cooper
  • Nov 12 2020
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