Record practice management details

Once you've added a client, in order to add services and jobs, you first need to add some practice management details.

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 General tab, select Client from the State list.
4. From the Type list, select the type of business such as Limited company.

   The services and jobs available for selection later are based on this choice.

5. From the Account Manager list, select who will manage this client.
6. Select Save. A client take-on is automatically created so that you can choose what services you will offer this client. Complete client take on forms