Record or edit client general information

On 21/03/2023, we made some changes to the configuration of some tabs and forms in IRIS Elements Practice Management. If you purchased the product before this date, the help content on this page may not exactly reflect field locations in your product. Find out more about form changes in IRIS Elements Practice Management.

The Information tab on the client record is used to record a variety of information relating to the client. The General information section records basic details about the client.

The content varies depending on the type of client being added. There may also be different fields available depending on the client sub-type.

  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.
  3. On the Information tab, complete the required data then select Save.
  • Client ID, Forenames, Surname and Gender are required by default. Title and Initials can be optionally completed.
  • The Date of birth or Date of death can be added in this section.
  • Select the Marital status and Nationality if required.
  • Formal salutation and Informal salutation are used in client communications.

If the client record was created using information from Companies House, much of the data in this section will be pre-filled.

  • If not already completed, you can add or edit the Client ID, Business name, Company number, Trading as name, Business description and country of registration.
  • Incorporated, Trading commenced and Trading ceased dates are also added in this section.
  • If not already completed, you can add or edit the Client ID and Trust name.
  • You can select or enter the Trust commenced or Trust ceased dates in this section.