Practice Manager | Clients - Add columns
Allow users to add columns for Partner, Manager, Client Group, Xero file type and subscription owner.
We have staff that work for a particular Partner's clients. It would be great to be able to filter the client list by all of the above information so that they can be easily identified for updating new staff permissions.
Alicia Smith
shared this idea
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Dhimesh Patel
commented
I support this request.
Our firm allocates each client to a specific Partner, and not being able to display a Partner column in the client list creates unnecessary extra steps. It slows down work allocation, permission updates, and general administration because we have to open each client file just to see who is responsible.Adding optional columns for Partner, Client Group, file type, and subscription details would make XPM far more efficient and better aligned with how firms actually manage clients.
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Kathy Jones
commented
With the new XPM change integrating the Clients information in the one hub, there is no Column selection for Partner or Manager in the client tab, but you do have Tax Agent which is irrelevant if you have only one tax agent! Would like to see for administration purposes the "column" for Partner and Manager as an option so when see the client in the list know who deals with the client so that any hardcopy information doesn't require us to open up the client and see the details there.