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'XPM Client Groups - The ability to create clients while in client groups and have them added to the group automatically.' has been merged into this idea

For accountants & bookkeepers: Xero Practice Manager

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Practice Manager | Clients - Ability to create groups from client

Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.

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Owen Davies shared this idea  ·   ·  Report…  ·  Admin →
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  • Rhianne Carew commented  ·   ·  Report

    Currently, we can't add clients from inside a group - we need to be on the client list page. Our process is to create a group, then create the clients, and manually add to groups. It would help to streamline processes to be able to create a client from within the group screen, and have it automatically be added to the group.

  • Georgina Gogarty commented  ·   ·  Report

    This would be extremely helpful - its annoying having to go to groups to create a new group - rather than select 'add to group'> create new group

  • Brooke Paul commented  ·   ·  Report

    An option to create a new group in XPM from the client card menu would be very helpful. Makes it a bit bothersome setting up new clients when you need to move to another page to make the new group.

    See picture attached. If XPM cannot detect a group, a line prompting to create a new group here would be ideal.