Recent Contacts

The Recent screen will show you contacts that have been recently accessed in IRIS Firm Management.

Any contacts that are accessed will automatically appear on the Recent screen.

Contacts can be added by using Add, amended using Edit.

Delete can be used to remove a highlighted row (and the associated contact) from the system.

 

The Export to Excel option will download an Excel format file, containing the information on screen. The name of the download will usually relate to the screen you were on. For example, after you have searched on the Recent clients screen, Export to Excel will create a file named "Recent Client List".

The file can be found in the default download location for your device.

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