Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Extending the characters for a name of a client on Practice managment

Having the ability to put in a name who exceeds the 20 character limit. This has resulted in not having their full name on their tax returns due to only being limited to 20 characters!

  • Guest
  • Dec 16 2022
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  • Nikkie Cripps commented
    December 11, 2024 15:28

    IRIS "Surname" field in PM only allows 20 characters and some of our client's surname are over 26-30 characters. I have raised this issue with IRIS support in the past and this still hasn't been updated to allow for longer surnames - please action urgently.

  • Admin
    Ben Webb commented
    June 09, 2023 10:38

    Hey George,

    Thank you for using the Idea's portal.

    For business clients, we recommend using the full business name as that extends the limit to 40 characters.

    thanks,

    Ben Webb