Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Import clients into a job and service

We have 300 clients we prepare Compliance statements for. We would like to set them up practice management as a job for better controls but cannot do a bulk import apparently. If we were able to export and import into the database, this would be much easier.

  • Guest
  • Mar 15 2022
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