IRIS Practice Management Frequently Asked Questions

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Is the email facility in Practice Management compatible with office 365 or 64 bit office?

 

Why are Tax/Accounts figures not showing in Data Mining?

 

Why does Practice Management show twice in the logins for IRIS?

 

Clients are missing from Data Mining

 

Tax/Accounts figures not transferring through to practice management/data mining

 

How to ensure clients jobs appears on the job/job stages tab on the Practice Management staff control panel

 

Can job assignee/job manager/partner be changed in bulk?

 

How can I add new clients using the new client browser in 18.1?

 

I am unable to access a client with a password on the account, I'm sure I am entering the correct password and the forgotten button is not showing?

 

I have been using Practice Management and now need to log in as a different user but I am not being prompted for a login?

 

When I view a client I cannot see attributes, jobs, task or the notes tabs, why?

 

There are no profiles attached to my jobs, why?

 

Why can I not create a task in Practice Management?

 

I would like to delete a task, but seem unable?

 

How do I create, edit or delete a client attribute?

 

I wish to categorise my clients should I use Client Categories or Client Attributes?

 

I am using the Find Clients screens, outside of Practice Management, and cannot search by attribute.

 

After I have marked all profiles within a client job, I want to mark the job as complete and how do I do this?

 

I have created a job against a client in error. Can I delete it?