Practice Manager - Search custom fields
Search functionality for custom fields, i.e. custom field: Trading Name can be searched via XPM search function.

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Ben Wood commented
Make the ABN a live link to ABN lookup so we can easily check ABN details
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Vanessa McGregor commented
Better Search functionality is a major downfall of XPM, we use client codes as we have similar named clients and connect clients and a code is imperative to avoid any GPDR breaches - also not being able to add columns to the Client lists to include other fields is not helpful.
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Anita Wildman commented
When we search for a client in HQ, can it please also search Organisation (Display) Name and Trading/Legal Name. This would make it make easier when clients go by their trading names and we need to use legal name. Thank you
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Megan McKay commented
100% agree. Other software have the functionality to search for both legal and business name. This is a shortcoming of XPM.
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Simone Shannon commented
It would be very helpful to have a function available to search for a client under their business name. We have a lot of clients who are sole traders that have a registered business name and it would be good to see all this in XPM and be able to search for the business name to enter the client profile.
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Rebecca Murray commented
Hi,
It would be nice if the software could search by a entity's registered business names or previously know entity names and it bring up the current company file.
We are able to add previous names or business names to the custom fields under a company's profile, but unless you know all the names by memory it can be hard to match up clients when you receive correspondence address to the business name and no ABN is mentioned.
Currently when this occurs we have to either search ABN lookup or ASIC register and trying to get relevant information we can then use to search in XPM practice manager like the ACN, ABN or possibly another related entity name.
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Carey Batchelor commented
Agreed!
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Samara Hughes commented
It'd be extremely helpful to have a field available for any type of client where a registered business name can be recorded, and if the business name is searched in the client list, the entity that the business name is recorded against shows up.
For example, if Joe Bloggs Pty Ltd owns the business name Bloggs Flowers, we could search for Bloggs Flowers in XPM and Joe Bloggs Pty Ltd would show up.
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Veronica Swanepoel commented
Would like to see the ability to search for clients based on company registration number, we also create custom fields for other tax registration numbers such as VAT and PAYE and would like to be able to find the client based on these numbers. Reason for this being tax authorities in South Africa tend to send communications with only the tax number in the communication and not the tax payer name
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Tinus Steenkamp commented
Would like to see the ability to search for clients based on company registration number, we also create custom fields for other tax registration numbers such as VAT and PAYE and would like to be able to find the client based on these numbers. Reason for this being tax authorities in South Africa tend to send communications with only the tax number in the communication and not the tax payer name.