Client Terminated Date Field Is Greyed out

Article ID

client-terminated-date-field-is-greyed-out

Article Name

Created Date

25th October 2019

Product

Problem

In the 19.3 update, a new function was added so that you can set a 'Client Terminated Date'. There is a privilege to be able to access this box. This is, as with all new features with a privilege, will be set as unassigned as default.

Resolution

termintaed grey | Client Terminated Date Field Is Greyed out — ‘Client Terminated Date

To rectify this, you will need to assign this privilege to the user’s you want to have access to this feature. To do this you will need to do the following;

Open the main IRIS Accountancy Suite menu
Click System maintenance
Staff | Staff maintenance
Highlight the member of staff | View
Click the privilege’s tab
Under common privileges, the privilege is called ‘Can mark clients as Ex-Clients’. Tick this

mark client | Client Terminated Date Field Is Greyed out — ‘Client Terminated Date

Click Save | Close

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