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For accountants & bookkeepers: Xero Practice Manager

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Practice Manager | Client Report - Include primary contact

Would be great to run a report which shows the primary contact for each client. Currently no functionality to report by primary contact.

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Donna Bruce shared this idea  ·   ·  Report…  ·  Admin →
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  • Susan Montanari commented  ·   ·  Report

    I have asked for this on many occasions over the past 5 years. It would be great to see this implemented.

  • Deb McGrice commented  ·   ·  Report

    Our firm would greatly benefit from this functionality

  • Matt Rowett commented  ·   ·  Report

    please put this in place as it is required by our firm

  • Rhyl Opie commented  ·   ·  Report

    This is an essential feature when trying to integrate Contacts with third party apps that need to pull the correct set of Contact information (mobile, email, salutation) to deliver meaningful correspondence. It was also be useful to be able to bulk update to set the Primary Contact as well.