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'XPM - ability to alter view of client info' has been merged into this idea

Practice tools: Clients

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XPM - Order fields in the Clients tab

In the new Clients tab, to have the ability to customise where the details are showing in the Information tab.
For instance, the Referral source (which we do not use) is currently showing at the top of the screen, whereas the IRD Number which is needed have to scroll down to view.

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Judy Watson shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded  · 

Thanks for sharing your feedback on customising field order in the Clients tab. We appreciate you explaining how this could improve your daily workflows in XPM.

We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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  • Elisa Harris commented  ·   ·  Report

    Would love to be able to customise this to suit our needs. Especially since the new layout is so much harder to find what we need!

  • Rachel McCoy commented  ·   ·  Report

    I agree. I've noted this on another suggestion too.

  • Carole Smith commented  ·   ·  Report

    For clients other than an individual, the CLIENT section at the top of the page only includes the Referral Source. It's 'nice' to have the referral source listed, but its certainly not what I need at the top of the page. Please move the referral source to the bar on the right so that, if there is nothing else in the Client information section, then Business becomes the first thing on the page

  • Dhimesh Patel commented  ·   ·  Report

    The current fixed order of fields within the Client Information screen (Client tab) is leading to inefficient data entry and potential oversight of critical details. We request an improvement to the field ordering logic, ideally through admin-level customization.

    1. The Need for Re-ordering (Current Issues)
    The current arrangement does not prioritize fields based on operational importance or logical grouping:

    Operational Priority: Critical identification fields, such as the Partner and Client Code, are often placed illogically far down the page, sometimes below less essential fields like the Website URL. This forces staff to constantly scroll to capture essential details.

    Logical/Compliance Grouping: Sensitive financial fields, such as Billing Rates, appear to be placed before or near compliance-related information like the Tax File Number (TFN). Fields should be grouped logically to aid consistency and data security awareness.

    2. Proposed Solution: Custom Field Order
    We request that XPM development implement one of the following solutions:

    Option A (Best): Allow Administrators/Users to define and customize the order of the fields on the Client Information screen to match their firm's specific workflow.

    Option B: Implement a more logical, pre-defined re-ordering that places key operational fields (Partner, Client Code) at the top of the tab, and ensures sensitive data is grouped appropriately.

    Implementing customization would be a significant quality-of-life improvement, allowing firms to align XPM's interface with their unique data entry processes.

    Thank you for considering this request.

  • Anna Kroehn commented  ·   ·  Report

    Have the ability to add extra info to the top level view of a client, or members of a client group, within XPM such as ABN or TFN without having to open the client record to find the details - particularly helpful for large client groups with many entities and individual members