Xero Practice manager - contacts
Client Contacts - Option to Link to a Client Record + Data Synchronisation
2
votes
Peter Keirs
shared this idea
Hey Peter, having read over your idea a few times, I'm not 100% sure I understand exactly what you're asking for. Would it be the same as either of these two ideas?
- Practice Manager | Client - Copy a client (including all contacts)
- Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"
If not, would you mind providing a few more details so myself and other users can better understand and upvote it? It'll also mean I can make sure it gets in front of the right product people at Xero 😊
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Louis Trichardt
commented
All individual clients should automatically be added as a contact and linked. If you change the detail of the individuals details the contact should also change.