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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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  • Christopher Sykes commented  ·   ·  Report

    This is extremly important when trying to export client for mail merge etc. Without it, it makes annual complian ce communication so much more time consuming that it should be.

  • Hannah Sheppard commented  ·   ·  Report

    This would be excellent - as manually checking is just crazy when you've got such a large client list.

  • Trish Mathisen commented  ·   ·  Report

    We are long time users of XPM and have always struggled to identify the primary contact within XPM (without manually checking records). Integrations with third party apps will bring in the primary contact, yet we can't see this easily from the XPM platform or produce from XPM reports. We've used third party apps to find this information at times which is ludicrous that XPM can't provide from their platform. XPM is not a new platform and so it's embarrassing that they've not developed their product to incorporate this for their users.
    Please please bring this functionality in.

  • Olly Evans commented  ·   ·  Report

    Please fix this Xero. We need to be able to identify within our data a primary contact for reporting, CRM, mail merge etc etc etc.

  • Jo McMillan commented  ·   ·  Report

    Would really love this as currently having to use an external program to grab data showing primary contact information which seems crazy. Would also be good if when viewing client the primary contact had a symbol confirming primary as if none ticked its obvious.

  • Sonia Grant commented  ·   ·  Report

    this is something I am also chasing as we don't want to have to review every client manually to see who has this tick box, ticked to show who is the primary contact for the client. Really needs to be addressed. Even if it is changed from a tick box to a yes/no question, then you would be able to pull a report based on that answer. Easy fix.

  • Christie Maitland commented  ·   ·  Report

    Yes this would be great. We use other integrated software that uses primary contact but the only way we can check the data for this is to check every client which is not possible given our client base.

  • 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.