Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

When existing addresses are offered to select, to be able to check which clients are currently linked to that address

This would be particularly useful when importing company details from companies house. the system can offer a collection of addresses in the same postcode area, and their is no way to check who is currently using an address.

 

It would also/as an alternative be useful to select the "Agents' address"

  • Guest
  • Nov 12 2018
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  • Admin
    Alex John commented
    November 13, 2018 09:36

    It is possible to view the 'usage' of an address. If you go to File / Search / Addresses and search Postcode, Town or County, then View an address there is a Usage button to view which clients are attached to that particular address. The agent's address will also be included in this list. 

    Future consideration: to offer this option when importing from Companies House