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For accountants & bookkeepers: Xero Practice Manager

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XPM - Add an Account Manager column to the client list

Can we please customise client page on XPM to add a column for the Account Manager. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add Account Manager to the page?
It would cut out a lot time when processing morning mail or directing phone calls from clients as this would mean we don't have to open the client file to see who they belong to.

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Caryn Rennie shared this idea  ·   ·  Report…  ·  Admin →
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  • Inspire Accounting commented  ·   ·  Report

    this is so critical. When a client calls we have to go all the way into a client to see who the manager is

  • Trisha Walsh commented  ·   ·  Report

    It would be very useful to be able to customise All Clients view with your own selection of criteria, not just name, phone number and address. Being able to see the client manager would be beneficial. To be able to select your own choice of fields would be ideal.