Knowledge Base Articles

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Knowledge Base

2973 articles

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IRIS Practice Management

I have created a job against a client in error. Can I delete it?

Follow the steps below to delete the job Client Lookup from the PM icon. View the client in question and…

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IRIS Practice Management

What is Data Mining?

Data Mining is an enquiry tool that will do searches on the IRIS database. You can select the fields you…

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IRIS Practice Management

How do I access Data Mining?

Open Practice Management from the IRIS main menu, right click on the PM icon and select Data Mining to display…

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IRIS Practice Management

How to setup a query in Data Mining

To set up a query to find the required clients select the Form and/or Field button. Form-based queries involve searches…

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IRIS AutoMail

Errors When Generating Letters Within AutoMail

Many problems with AutoMail can be resolved by following the steps detailed in our guide, Fixing General AutoMail Problems, available…

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IRIS Practice Management

When I view a client I cannot see attributes, jobs, task or the notes tabs, why?

If you find that when viewing a client there are no attributes, jobs, tasks or notes tabs this is because…

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Unable to update IRIS when using IRIS Docs

You are required to stop the IRIS Docs services prior to running an update of IRIS. Following the steps below…

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IRIS Accounts Production

How do I add or amend the Partner/Member profit share?

The Partner/Member profit share is set from the following screen: Edit | Partner/Member Profit Share To add a new profit…

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IRIS Practice Management

Login Prompt Not Appearing when Loading Practice Management

This is likely to be occuring because Practice Management is still open. You will need to close the PM Icon,…

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IRIS Practice Management

Why am I unable to delete a task in Practice Management?

There are several constraints on deleting the task. The task itself must have the status `Not Started` and also you…