See the partner name on the Xero Practice Manager (XPM) client screen alongside the client name, phone number and address.
We would just like to be able to see the Partner name on the Xero Practice Manager (XPM) client screen alongside the client name, phone number and address instead of having to go into each client to get this information. Especially useful for new admin staff who need to allocate various correspondence between multiple Partners.
Linda Davis
shared this idea
Hey Linda, you can actually see the Partner and Manager names above the clients details in the original version of XPM, and with the new Partner Hub these will be seen next to the client details as you have described. If you have not familiar with the new Partner Hub you can find more information about it here😊
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Jennifer Paul
commented
I agree, just the addition of a single column, but for those of us with multiple staff and hundreds of entities being managed, it's vital to know who at a glance who to direct queries to.