Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

We need the ability to be able export a clients full name from IRIS Data Mining

For some strange reason IRIS Data Mining only lets you data mine one Client name field. This specific field is character limited. We use IRIS Data Mining as a basis for mail merges and client communications. It is crazy that despite all the money we pay to IRIS each month, it isn't possible to extract the clients full name using Data Mining. I believe this is also an issue in Auto Mail

  • Alan Taylor
  • Oct 9 2023
  • Attach files
  • Admin
    Ben Webb commented
    November 06, 2023 14:28

    Hi Alan,

    When referring to the full client name, do you mean the full business name? If so, you can access this under the business folder in data mining.

    many thanks,

    Ben Webb