Xero HQ | Ask - More format options
The functionality to format text with bold, italics, and underlining.
The ability to apply multiple highlight colours to text, as well as different font types and colours.
The retention of multiple paragraphs within the 'Ask' feature is necessary. The current limitation, which merges all paragraphs of a question into a single block of text upon sending queries to clients, may lead to confusion and diminished clarity in communication.
The files that advisors attach to questions currently disappear after clients answer. These files should be retained within the queries to ensure both advisors and clients have a comprehensive view of the progress and can readily understand which documents have been uploaded by advisors for initial and subsequent inquiries.
From a User Experience and User Interface perspective, the implementation of these proposed features is undoubtedly more advantageous for both Advisors and clients.
Conversely, the persistence of these limitations may deter both Advisors and clients from utilising the 'Ask' feature, potentially resulting in a less favourable user experience.
AI WEE CHONG
shared this idea
"Hi everyone, Thanks for your feedback and for sharing your thoughts on how we can improve the Ask feature in Xero HQ. While we don't have a perfect workaround for formatting, as noted by others in the comments, many of you have found that using a clear, simple structure and capitalizing words can help emphasize key points. For attachments, we recognize that the current workaround is not viable, and we're looking into ways to make file handling smoother. We appreciate you bringing these issues to our attention. Currently, these enhancements are not on our immediate development roadmap, but your feedback helps us understand what's most important to you. We'll be keeping a close eye on this thread as we continue to shape the future of Xero HQ.
