Provide a function to mark clients as favourites
Can you take the option of making reports favourites by marking them with a star and allow us to do the same with orgs so that a Client Manager can favourite the clients in their portfolio rather than having to search for their clients among the clients of the whole practice?
19
votes
Paul Meades
shared this idea
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Katrina Hayward
commented
I agree, I am forever changing clients in blue xero - it would be nice to be able to pin my most commonly used ones to the menu under "change organisation".
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Melissa-Lee Mitchell
commented
Take a look at My Xero - you can do that there (and create groups).
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Joanne McDonald
commented
Great idea, it would save us time.