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.

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. Go to the Information then General tab.
4. Select Edit.
5. Complete the required data and any other data you require.
   Record general information for an individual

   Mandatory fields are:

   • Client ID
   • Forenames
   • Surname
   • Gender

   Formal salutation and Informal salutation are used in client communications.

   All other fields are optional.

   Record general information for a business

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

   Mandatory fields are:

   • Client ID
   • Business name
   • Business type

   In addition to the above, you must fill out the following fields according to the Business type:

   Business type	Mandatory field
   Limited company	No extra mandatory fields
   Limited Liability Partnership	No extra mandatory fields
   Partnership	No extra mandatory fields
   Sole Trade	No extra mandatory fields
   Incorporated Charity	Charity number
   Unincorporated Charity	No extra mandatory fields
   Other	No extra mandatory fields

   All other fields are optional.

   Record general information for a trust

   Only Client ID is mandatory for trusts.

   All other fields are optional.

6. Select Save.