As a response to user feedback, we've streamlined how forms and tabs work in the latest version of IRIS Elements Practice Management. Users found that the number of tabs created when undertaking certain jobs was getting hard to manage, and they sometimes had to enter the same information on different tabs.
This page keeps a record of any changes that have been made to form and / or tab configuration in IRIS Elements Practice Management. The latest change was made 21/03/2023.
All forms can be viewed by selecting the cog icon at the top of the screen and selecting Forms from the Configuration section.
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Master forms
Contact details
The Contact details master form is unchanged.
Client details form
These changes are to the Client details master form, and relate to key data that you gather about your clients.
General tab
| Change type | Field name |
| No change - fields remain in the General tab | Account manager |
| Trading name | |
| Business area | |
| Nature of business | |
| Beneficiary details | |
| Charity number | |
| Fields that were present in both the General and Information tabs have been consolidated in the Information tab | Client name |
| State | |
| Type | |
| Trading as | |
| Telephone | |
| Removed - fields no longer needed | Payroll manager |
| VAT Manager | |
| Fax | |
| Website | |
Work tab
The content of this tab is unchanged, but it has been renamed to Jobs / Tasks for greater accuracy.
Address tab
The Address tab has been removed. All information that used to be on the address tab is now found in the Information tab.
They can be accessed via placeholders, if using:
Primary address
Main Address 1 {client.mainAddress.line1}
Main Address 2 {client.mainAddress.line2}
Main Address 3 {client.mainAddress.line3}
Main Address town {client.mainAddress.town}
Main Address county {client.mainAddress.county}
Main Address postcode {client.mainAddress.postcode}
Main Address country {client.mainAddress.country}
Registered address
Registered Address 1 {client.registeredAddress.line1}
Registered Address 2 {client.registeredAddress.line2}
Registered Address 3 {client.registeredAddress.line3}
Registered Address town {client.registeredAddress.town}
Registered Address county {client.registeredAddress.county}
Registered Address postcode {client.registeredAddress.postcode}
Registered Address country {client.registeredAddress.country}
Billing address
Billing Address 1 {client.billingAddress.line1}
Billing Address 2 {client.billingAddress.line2}
Billing Address 3 {client.billingAddress.line3}
Billing Address town {client.billingAddress.town}
Billing Address county {client.billingAddress.county}
Billing Address postcode {client.billingAddress.postcode}
Billing Address country {client.billingAddress.country}
All other tabs relating to Client details master form
The Services, Contacts, Documents, Email, Notes, and Companies House tabs are all unchanged.
Other forms
The changes below relate to Other forms, found in Settings > Forms.
New or changed forms
These forms have now been added to IRIS Elements Practice Management, or have been changed.
| Form name | Details |
| Bookkeeping details - NEW | Used to gather information for the new Bookkeeping service |
| Prospect Conversion - NEW | Used to gather information for the new Prospect Conversion service |
| Services | All information in the Services form is synced with the Services tab in the client record. |
Deleted forms
The following forms have been deleted, due to the fields contained within them being moved to other parts of the client record or them not being part of any workflow. The new locations of the form fields are detailed in the table below.
| Form name | New field location |
| Account Details |
|
| Annual Accounts Info |
|
| Charity Details |
|
| Individual Details |
|
| Partnership Details |
|
| Sole Trader Details |
|
| Trust Details |
|
| Unincorporated Association Details |
|
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