Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Should be able to set an agents email address that pulls through for all clients rather than entering them individually.

There should be a way to set the agents email address such that the email address for the agent applies to all clients and any new clients. Currently, when filing confirmation statements, we are having to enter the email address for each client.

  • Guest
  • Mar 14 2024
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  • Simon L commented
    20 Mar 09:34am

    There's a tick box on the Address - Numbers window: "Use agent's email address as the Registered email address". This might be what you're looking for.