XPM - Replace the fax number field with mobile phone number
There are client level fields for phone and fax numbers. We have not had a fax machine in the office for a number of years. and it would be more useful to have these fields nominated as landline and mobile numbers. Consideration would have to be given to how this meshes into FYIDocs and FuseSign as FuseSign has issues if the phone number field does not meet its defined parameters.
Jean Sutherland
shared this idea
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
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Greg Redington
commented
Come on Xero how about getting with the times.
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Ralph-Peter Hendriks
commented
This is a no brainer and shouldn't be difficult or take years to put in place.
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Marianne Nisbet
commented
Even if changing the standard fields isn't possible, perhaps a compromise of being able to move fields into a different order or hiding ones that are not useful would be a great option.
It will make the client fields so much more compact and meaningful
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Alana Macklin
commented
Who has a fax these days? Please change this field to be mobile or an additional email field, would be much more useful.
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Stacie Shaw
commented
Either replace the fax number field with mobile phone number field, OR to avoid issues with existing data in XPM, create a new mobile phone number-specific field that can be used (it's 2023, after all...)
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Zoe Giles-Jones
commented
Please update this. We sync from GreatSoft (MYOB) always has a mobile number and never a fax