Do contact details get linked to the main client?
- Article ID
- ias-2727
- Article Name
- Do contact details get linked to the main client?
- Created Date
- 27th April 2006
- Product
- IRIS Practice Management
- Problem
- Do details entered into a contact, such as email addresses and phone numbers, get passed to the client the contact is linked to?
- Resolution
- Any phone numbers or email addresses that are entered to the contact do not get copied to the main client.
To add details to contact
- Open the IRIS Main Menu and click on IRIS Practice Management
- Go to Launch | Client Lookup
- Highlight a client (e.g A001) and click on View
- Click on the ‘contacts’ tab
- Enter details as required If the phone numbers and/or email addresses need to be present on the main client then they should be entered manually. To enter phone numbers or email addresses on a client manually:
- Open the IRIS Main Menu and click on IRIS Practice Management
- Go to Launch | Client Lookup
- Highlight a client (e.g A001) and click on View
- Click on the ‘addresses’ tab
- Click on the ‘Numbers’ button
- Enter the details as required
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