Practice Manager - Display Name for clients
It would be great if we could have the option of a display name as legal name for all entity types and not just individuals to help differentiate different entities with the same name. For example, we have a few trusts that share the same name but are completely separate entities belonging to different client groups and it can make it hard to tell those apart at a glance.
Bridgette Banks
shared this idea
-
Alastair Abbott
commented
Especially for our SMSF clients this is a constant issue when we have 3-4 unique clients, but with exactly the same name. Often ending up with confusion and sync errors from practice manager to Xero Blue.
-
Carey Batchelor
commented
This would also help with the integration of Xero Blue which we use for invoicing, as Xero blue doesn't accept duplicate names and mixes up contacts based on identical client names and you end up sending the invoice to the wrong client.
-
Trudi Johnston
commented
Display Name and Legal Name Shown
It would be helpful if the Display Name and Legal Names were shown on the same page when you access a client in XPM.
When you are looking for the legal name to address a letter to you have to click into the client.
-
Eleonora Yazici
commented
It is essential to use the Groups function to group your clients, easy to identify if client is a group.
-
Loc Trinh
commented
We have several instances where 3-4 trusts will have the same or similar name, it would make life easier if there was a display name option. Otherwise, if we were to put the bracket in the name, it also flows on through to the tax returns etc,. This would also be great if it applied to non individual entities in general, its sometimes easier to identify clients by there business names.
-
Sean Yan
commented
maybe to follow client names with client code
-
Xero Ideas at GT
commented
We have many duplicated client names across our offices and this causes a lot of confusion.
-
Karen Feng
commented
Have display name/preferred name field for trusts too. Some trusts have the same name. It will be good to be able to identify them from displayed name rather than having to go through the contacts or group page. We just need to put in a bracket at the back of their trust display name the group it belongs to.
Can have the actual entity name somewhere else.