Clients - Warning when creating client record with same TFN as archived client
When creating a new client the duplicate TFN warning should also apply to Archived clients.
Samantha Madden
shared this idea
Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.
As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.
With the new Client experience you can now;
- Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
- The TFN can be added later by clicking Edit once the client is created.
- If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment
Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.
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Paul Howlett
commented
"Your suggestion is now ready to gain support and feedback from other members of the community."
This is complete and utter cop-out.
This isn't some sort of "feature request"; this is a bug that should be given to someone to fix posthaste!!
And I don't claim to be a programmer, but it doesn't seem to even be an overly complex fix:
* TFN CHECK when adding client
* remove check against "ACTIVE" clients
* replace check against "ALL" clientsTHIS IS A BUG!!! JUST FIX IT!!!
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Daniel Hill
commented
Verify