Knowledge Base Articles

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3030 articles

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Should I use Client Categories or Client Attributes to categorise my client

Use attributes if the categorisation is a simple Yes or No e.g. do I send the Tax newsletter to the client. Use categories if there…

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I have created a job against a client in error. Can I delete it?

Follow the steps below to delete the job Client Lookup from the PM icon. View the client in question and select the Jobs tab. Highlight…

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IAS 11711 Practice Management- Data Mining and MTD reports for PT Clients

IRIS Data Mining is an enquiry tool that will do searches on the IRIS database. You can select the fields you would like to display,…

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Practice Management- How to setup a query in Data Mining

To set up a query to find the required clients select the Form and/or Field button. Form-based queries involve searches only on client details. Field-based…

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Errors When Generating Letters Within AutoMail

Many problems with AutoMail can be resolved by following the steps detailed in our guide, Fixing General AutoMail Problems, available Here. Should you still encounter…

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When I view a client I cannot see attributes, jobs, task or the notes tabs, why?

If you find that when viewing a client there are no attributes, jobs, tasks or notes tabs this is because Practice Management is not loaded.…

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Unable to update IRIS when using IRIS Docs

You are required to stop the IRIS Docs services prior to running an update of IRIS. Following the steps below will help with this. Click…

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How do I add or amend the Partner/Member profit share?

The Partner/Member profit share is set from the following screen: Edit | Partner/Member Profit Share To add a new profit share select, New Date |…

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Login Prompt Not Appearing when Loading Practice Management

This is likely to be occuring because Practice Management is still open. You will need to close the PM Icon, which is open in the…

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Why am I unable to delete a task in Practice Management?

There are several constraints on deleting the task. The task itself must have the status `Not Started` and also you must be the owner of…