Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Add Partner Assigned To Option in Client Records in Practice Manager

We currently have ''assigned to' add a further option to assign to a partner

  • Alison Ford
  • Sep 20 2018
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  • Sandra Langdon commented
    21 Nov, 2018 02:48pm

    I have called Keytime and they have advised me to ask this question via this link, and I see someone has thought the same.  We would like to have this option so that when exporting information you can get a report on who the overseeing partner is as well as the person the job is assigned to.