Add client contacts

If you don't subscribe to IRIS Elements Practice Management

You can add a single (primary) contact for each client to give them access to the client portal.

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 Contacts tab, select Add contact.
4. Enter the contact name and email address
5. Select Save.

If you subscribe to IRIS Elements Practice Management

You can record any number of contacts for each client. The first contact in the list is marked as the primary contact. You can change the display order if needed.

2. From the Clients menu, select Clients list.
3. 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.

2. Select the Contactstab.
3. Select Add contact.
4. Choose the Contact type.

   The required contact details depend on the type of contact.

5. Complete the contact details.

   Mandatory fields are marked with a red asterisk.

6. You can add multiple email addresses to a single contact — select Add email below the Email field.

   The email address listed first is the default address for all emails to that contact.

7. Select Save.

You can also add contacts to grant access to the client portal.

If your client record was created using information from Companies House, you can also add company officers stored in Companies House as contacts.