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This screen enables a new client to be added to the IRIS database or an existing client registered for use within the selected product. Before adding a new client, check if the trust has already been entered in the IRIS database using the Name/Surname field and Search option. The following details are specific to adding a trust as a client but for all available new client options see New Client Wizard.
It can be found in:
Client | New within products where trusts are selected within the toolbar.
If the trust client is new to the IRIS database select Create
a new client to be added to the IRIS database to enter their details
manually.
Click Next to continue with the set up of the new client. Click Back to return to the previous screen. Click Cancel to exit the screen and abandon any changes.
There are several trust details which can be entered on screen. Minimum
requirements are for the Trust name
and Type of trust to be completed.
Client information can be altered after it has been created as well as
being able to save more details such as alternative addresses.
Full details for displayed fields are listed below:
Trust name - enter the name of the trust.
Type of trust - select the type of trust from the drop down list available
Address - typically trusts will not have an address and the trust return will be addressed to the Acting Trustee. However, if an address is entered it shall be marked as the main and billing address. Alternative addresses can be added within Client Maintenance after initial setup is completed. Click the magnifying glass in the County field to display a list of counties.
To use the address from another client on the database, leave the address field blank and tick OR address is shared and enter the identifier of the client whose address you wish to share in the with client field. Click the magnifying glass to display a list of clients. If two entities have the same address and the address is altered for one entity the shared clients address is automatically updated.
Click Next to continue with the set up of the new client. Click Back to return to the previous screen. Click Cancel to return to the client browser.
The following screen displays several fields which can be used to categorise clients. Click the magnifying glass next to each field to display the available groups, staff or categories as relevant.
Configure the categories in Setup | Practice Options | General tab or in Time and fees go to Options | System | General tab.
Click Next to continue with the set up of the new client. Click Back to return to the previous screen. Click Cancel to return to the client browser.
The final screen displays the basic details just entered for the new client. To amend any of the details click Back to return to the previous screen. If the information is correct click Finish and enter the Client Identifier required for the new client.
Once the identifier is entered click OK the Trust Client Maintenance screen is displayed confirming all the information that has just been entered as well as displaying additional fields for entering client specific data.