Practice Manager - Convert a client to a contact, and vice-versa
We would like the option to convert a Client to a Contact in XPM and visa versa. This would allow us to quickly update relationships.
Kiera Ayton
shared this idea
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Jason Lander
commented
This is a no brainer and surely a simple fix for Xero
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George Kallinicos
commented
Would be great to be able to import client contact setup data via xpm. Currently there is time and efficiency waste in having to first collect the contact data and then manually feed it into XPM to create the contact. If there was the ability to import the data (via a form or template) we could bring it straight in from the data collection process rather than double handling.
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Nancy Remkes
commented
Rather than needing to have an individual in XPM as a client for tax purposes and a contact for contact purposes, we would like to be able to have the client as a contact for the entity - so they are only in XPM once. That way, if their email address or phone number were to change, you only need to update it in one spot, rather than heaps.