Practice Manager | Clients - add a field for Xero org name
Xero org name - this would be handy at client level. We currently put this information into the Contacts (e.g. Contact: ABC Dogs Position: Xero org known as this), with the improved Contacts field its not an appropriate place to put this information anymore. We have put it here as we can search for it, when applying Xero subs this is the only way we can identify this client with XPM.
Kaye Francis
shared this idea
Hey community,
This has now been delivered 🎉 as part of our move to a Single Client Record, you’ll now see a link to a client's Xero Organisation when viewing their profile in Xero Practice Manager.
Heads up! This field syncs with Xero HQ and can’t be edited in XPM. If you need update the Xero Organisation, make the changes in your Xero HQ Client record first and they'll appear in XPM 😊
