How can attributes be created, edited or deleted?

Article ID

ias-11918

Article Name

Created Date

24th April 2015

Product

IRIS Practice Management

Problem

How can attributes be created, edited or deleted?

Resolution

Open IRIS Main Menu and click on IRIS Practice Management, Log in as MASTER

The staff control panel will be displayed. Go to Setup | Client Attributes

The Client Attribute Maintenance Screen will be displayed To Add an Attribute

Click on Add Attribute

Enter Visible ID (e.g. News)

Enter a description (e.g. Newsletter)

Click on OK To Edit an Attribute

Highlight the attribute that you want to edit (e.g. Golf)

Change Visible ID (e.g. Golf) to (e.g. Tennis)

Change description (e.g. Golf tournament) to (e.g. Tennis Tournament)

Click on Ok To Delete Attribute NOTE: The particular attribute must be un-ticked on the clients that it’s associated with before you can delete the attribute fully

Highlight the attribute that you want to delete (e.g. Tennis)

Click on OK to confirm deletion of attribute

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How can attributes be created, edited or deleted?

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