Practice Manager - Editable navigation on a per user basis
The ability to customise the data and the order in which data is shown on the Dashboard in XPM from either a user or practice level
Stacey Farrelly
shared this idea
Thanks for the detail in your response, Stacey and I'd highly recommend sharing the link to the idea here with others in your business that'd find this useful to help us get a better sense of the overall interest.
Being open while appreciate the ease this would create for individual users, building customisation at this level would be quite complex. Not something we have plans for at present but we'll get a sense of the interest here. 🙂
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Stacey Farrelly
commented
Dear Kelly,
For me, it's not so much about having anything specific showing on the XPM Dashboard, its more that I would like it to be editable on a per logon basis. The reason behind this request is that what may be functionable for one person, may not be for another. An example is the 'My jobs' list down the lefthand side of the screen. This is valuable to some users who only see the jobs they have access to here, but absolutely useless for me as I have access to every single job in the system and would never be able to find a job quickly using this function. I'd rather hide it or replace it with links within XPM that I use all of the time, such as certain standard reports or other report builder reports I have created.
I have checked with the rest of my team and they agree that it would be nice to be able to edit the dashboard like you can the one in blue Xero.
Kind Regards,
Stacey Farrelly