XPM - Flag clients
Is there a way to flag a client, ie Warning/Ban or make them Inactive but keep their history in Xero?
We have a system that have a number of clients with similar/identical names and we would like flag a client for particular reason, ie account terms etc or ban etc.
Wayne Moore
shared this idea
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Vanessa Spargo
commented
Yes please! Really need this, especially when something drastic is going on with a client - eg: messy divorce - don't discuss with spouse.
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Vanessa Spargo
commented
Allow users to create Client Action Flags that show up on clients' main screen. This could be used for "Client is moving to another practice" or "No work until bill is paid" or whatever VITAL piece of information any staff member may need to know.
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Sonia Adamczyk
commented
This would be great to flag overdue clients - not to do further work until account paid
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Nat Burt
commented
Critical for us as well.
To flag clients who we should stop work on due to overdue accounts .