17-06-2025 04:34 PM - edited 17-06-2025 05:14 PM
This page captures any general notes about a client’s health, their smoking habits and records any details of particularly hazardous hobbies.
Field label | Field ID (e.g. Xmerge syntax) |
Are you in good health? |
is_good_health |
Health notes |
health_comment |
Do you smoke or vape? |
is_smoker |
Smoking notes |
smoker_comment |
Do you engage in hazardous activities? |
in_hazardous_pursuits |
Hazardous activities notes |
hazardous_pursuits_comments |
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.