Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Transfer client ownership between Partners without losing historical reporting totals for the previous partner

Currently there is no way to transfer a client between two partners without all of the historical billing/WIP data now showing as being in the new partners figures, instead of the old partner. Adding the ability to change the partner and give a date that it was transferred (ensuring all previous data remained with the previous partner) would solve this.

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  • Jun 20 2018
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