Adding a Client - IRIS Practice Management
This 10 minute video explains how to add a new client to your IRIS Practice Management database, and how to assign categories and create a job for the client.
Want to get the most from your IRIS products and discover even more ways they can benefit your practice. You have come to the right place. We want to maximise the value you get from your investment in every way possible
The tutorials are an easy way to introduce your staff to the IRIS Accountancy Suite software and to ensure they have the essential knowledge to use our tools effectively in their daily work.
Our training modules also enable staff to keep up to date with the full range of functionality, the latest new features, and enhancements released throughout the year. We also provide supplementary ‘how to’ guides and scripts to help the learning process.