Practice Manager | Search - Client code, email address, TFN and mobile number
The ability to be able to search for client code, email address, TFN and mobile number in the global search.
you are able to search for a phone number but the search doesn't include the contact phone numbers
Renea Roberts
shared this idea
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
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Carey Batchelor
commented
This would definately be an advantage, since we may have 2 clients with the same name, searching by TFN is critical. I also think Renea meant that searching client contacts within practice manager.
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Rachel McCoy
commented
YES!! recently moved to Xero from Handisoft and missing the use of this feature to search clients by TFN!! :(
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Renea Roberts
commented
I'm not sure what you mean.
Please see attached. Currently if i want to search for a phone number in the global search it does not produce any results. in my example attached i have searched for the phone number that is listed in contacts. You are also not able to search by TFN, ABN or the client reference number.
There are plenty of times where a client will call and we don't catch their name or they have a very heavy accent so it's very handy to be able to search their phone number on caller ID into XPM global search to be able to identify who it is.
Or we can also get a document that might have a TFN and have the business name listed on the letter not the trading name and so in XPM we might only have the trading name so sometimes searching by TFN in global search will help us to find them.
We also heavily rely on Client reference numbers but this is also something you can't search by.
