Xero HQ - Sync custom fields and client notes
Sync all data to Xero HQ.
We have been moved over to single client record and need notes and custom fields to be synced as well please.
This would prevent the need to manually update client records and prevent risk of out of date data.
Thank you.
Karen Bennett
shared this idea
Thanks for contributing to this idea, everyone. As part of the single client record we've recently made a change so now when you record a client note in Xero HQ or Xero Practice Manager each system are now reflected in the other.
We appreciate there is a second part of the idea here surrounding custom fields. Custom fields are being developed with current work the team have underway, and eventually you'll be able to see custom fields reflected in both systems (Xero HQ and XPM), too. We'll keep you updated of further news for this here.