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Client's not appearing in a datamine search

Article ID
clients-not-appearing-in-a-datamine-search
Article Name
Client's not appearing in a datamine search
Created Date
5th September 2019
Product
Problem
Client's not appearing in a data mine search
Resolution

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’
Tick 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.

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