Recent Clients

The Recent screen shows clients you have recently accessed in IRIS Firm Management.

Use Add to add clients, Edit to amend them, or Delete to remove them from the system.

Use Delete to remove a selected client from the system.

The Delete process will permanently remove this entry from the system. Use with caution.

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!