Skip to content
← For accountants & bookkeepers

Enter your idea

For accountants & bookkeepers: Xero Practice Manager

Categories

(thinking…)

XPM group view - Main email

Hi Support,

When you view a group in XPM it shows you the recipients, the phone and address fields, it would be amazing if the mail email address was also displayed.

Thanks

9 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Rosalie Friedauer shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here? 

This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Greenstone Admin commented  ·   ·  Report

    We would also benefit from being able to see the email address on the main "All Clients" page. Our business operates primarily over email so being able to see the clients email address, without having to open each client profile, would be a massive time saver. Especially since our email correspondence normally needs to be sent to more than one person, which means we need to open multiple client profiles, to view/copy the email addresses, to be able to send one email.

  • Number Factory commented  ·   ·  Report

    Would also love this option when clients make appointments to easily see if details are current and correct

  • Rosalie Friedauer commented  ·   ·  Report

    Hi Kelly,

    Thanks for the reply, the main reason is so when we are looking at clients within a group you can see if there are different email addresses. It would enable us to quickly pick up on changes required easily within the group. I know we could build a report but that is just cumbersome to build a report.

    It would be great if those screens all through XPM had more editability, for example the tax letter view it would be great if you could add the Manager field into this view.

    Thanks :)

  • Shannon Cook commented  ·   ·  Report

    The main client 'All' view screen currently shows the fields available. However, in this screen you're unable to add additional fields to show further information such as Email Address, this can only be viewed from within the client profile. It would be extremely useful to have the client email address in the front screen to avoid having to double click into the client records to locate client emails.