Add trust clients or prospects

Add a trust client for any type of trust. You can then choose the specific type of trust such as charitable, employment, discretionary, and so on.

1. From the Clients menu, select Add client.

   Alternatively, if already in the Clients list, select Actions then Add client.

2. Under Status, choose whether to add a Prospect, Client, or Non-Client (a non-client is a business you want to add to the system for record purposes only, such as a solicitor practice).
3. From Client type, select Trust.
4. (Required field) Enter a unique identifier in Client ID.
5. Enter the Trust name.
6. Select the Trust type from the list.
7. Enter or select the dates that the Trust commenced (started) and Trust ceased (closed) (if applicable).
8. Select Save & view record, or if you want to add address and contact information now, select Save & add contact details.

If you've subscribed to IRIS Elements Practice Management and want to add services and jobs, you must record practice management details. This generates a client take-on form where you can choose what services you'll offer this customer.