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OS-105 : Managing the OpenSpace link for existing clients in Accountancy Suite

Article ID

os-105-openspace-link

Article Name

OS-105 : Managing the OpenSpace link for existing clients in Accountancy Suite

Created Date

24th June 2022

Product

IRIS OpenSpace

Problem

For reports from clients of the OpenSpace link being lost on an intermittent basis when uploading documents to clients in OpenSpace

Resolution

Manually establishing the OpenSpace client link

To establish the link, access the Basic tab of the Client Maintenance screen.
The client maintenance screen is accessible in any module with the “View Client” option.

  • Click the spyglass to the right of the IRIS OpenSpace field.
  • Select ‘Link to IRIS OpenSpace client’.
  • Select the OpenSpace client from the list.
  • Click OK to finish.
image 80 | OS-105 : Managing the OpenSpace link for existing clients in Accountancy Suite
Client Maintenance | Basic Tab screen
image 81 | OS-105 : Managing the OpenSpace link for existing clients in Accountancy Suite
IRIS OpenSpace Client Management screen

Alternatively, on the IRIS Main Menu if you go to the Spyglass symbol along the top and select your client you have an OpenSpace section with a Spanner and Screwdriver icon

 The S&S symbol opens the ‘IRIS OpenSpace Client’ screen

Handling duplicate clients in irisopenspace.co.uk

Duplicate clients created should be deleted from irisopenspace.co.uk.
To delete, log in to irisopenspace.co.uk and navigate to Home | Clients | Search for the client in question | Tick the checkbox to the left of the duplicate client record | Select delete in the top right

image 82 | OS-105 : Managing the OpenSpace link for existing clients in Accountancy Suite
The Home | Clients tab in OpenSpace
image 83 | OS-105 : Managing the OpenSpace link for existing clients in Accountancy Suite
Client search and a list of duplicate client records in OpenSpace

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