Answer clients' questions

Any questions your client raises are shown in the Q&A tab of their client record.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. On the Q&Atab, select the question you want to read and respond to.
4. Enter your response, then select Submit.

Once you submit the response, the number of unread questions is reduced on the Questions tile in the client portal. The red badge shows the number of unread questions.