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To access this screen, go to Launch | Data Mining in the Staff Control Panel.
For further information look at the Data Mining Quick Guide or Data Mining Tutorial.
Please also see the Beginners Guide for Data Mining
Data mining, accessed by right-clicking on the PM icon, is an enquiry tool to search on the IRIS database. Forms and Fields can be selected to restrict the clients under the search criteria and several queries can be applied to find the clients required. In addition to this individual columns can be added onto the output. This will allow Data Mining to display the result whether the client has information there or not.
Each query can use Forms and/or Fields and these are very similar in content but the Fields allow greater access of the IRIS database. This includes information based on client's Accounts or Tax Returns.
With the clients found it is possible to:
Save the search criteria.
Export the list of clients into a CSV file, this will have the fields selected.
Directly open Excel with the information selected displayed within Excel.
Highlight clients, right-click, and choose Generate Letters which opens AutoMail (requires licence).
Highlight clients, right-click, and choose Set Attributes or Set Categories.
Print what is displayed on the screen.
Save the query for future use.
With an AutoMail licence (or Starter Pack), the PM search criteria can be used to select a group of clients to send a letter to. For further information see the Generate Letters help screen.
If there is not a PM licence present on the system the Data Mining options will be limited if accessed through AutoMail. There are default criteria set when Data Mining is first opened. For further information please see the Quick Guide.