Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Link AML with New Client in Iris Suite


  • Guest
  • May 13 2021
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  • Guest commented
    24 Mar, 2022 11:48am

    Hi Ben

    At the moment there is no automatic integration of basic information in AML when we add an individual to Iris Suite so we have to enter the same details twice.

    Regards


    Costa

  • Admin
    Ben Webb commented
    24 Mar, 2022 11:28am

    Hello,

    Please can you provide a bit more information on what you are looking to do with linking AML to a new client?