Client's not appearing in a datamine search

clients-not-appearing-in-a-datamine-search

Client's not appearing in a datamine search

5th September 2019

Client's not appearing in a data mine search

Apart from the criteria not matching that of the client(s) you are expecting, there are three main reasons for this.

• The client has a date of death/ceased trading and will not appear unless you choose this as a Field (Field | Spyglass | Business | Date trade ended OR Field | Spyglass | Individual | Date of Death | exists)
• The client is Confidential and will not appear in any datamining search
• The client is unregistered.

When using data mining, the default for IRIS is to not show ‘unregistered’ clients. Unregistered clients are clients that either
A) Have not been used in a module of IRIS yet
AND/OR
B) Are only related to a registered client (E.g. Directors, Spouses or Partners)

To rectify this, you will need to add those clients to the search criteria. To do this in your data mine search;

• Click form
• Click the spyglass next to form
• Choose client type
• Tick the box ‘Unregistered clients’

• Click OK
• Click ‘ Add to list’
• Finish adding the rest of your criteria to the list, and then click find

This will then show everything with a client ID that also conforms with the rest of the criteria.