Client Favorites

The Favorites screen displays all clients that have been marked as a favorite.

Clients can be added to Favorites on the clients' details screen.

During the Add to Favorites process, they can be managed in to an existing folder, or a new folder can be created.

Use Remove if you no longer want the client listed on the favorites screen.

Remove only relates to the Favorite status, and does not remove them from IRIS Firm Management as the Delete option does elsewhere.

Right-click Menu Options

• Delete Row - Deletes the selected record, after prompting for confirmation.

• Copy Name and Address - Copies the values from the Forename, Surname, and Address Detail columns to the clipboard.

• Convert to Self-Scheduling/Mini-Budget - Converts the Job Budget Type as indicated, after displaying a prompt for confirmation.

Guidance on filtering and sorting of views and results is coming soon!