XPM - Ability to "Go to Xero" from XPM search
When XPM search finds a client, you can click the arrow > to the right of a result to view the client's name, basic contact details, enter time, etc. For clients that have a linked Xero file, it would be great to be able to click "Go to Xero" from here as well.
Hey Chris, thanks for raising this Idea and we are excited to say that with the new PartnerHub release you will be able to click the Go to Xero option as XPM and XHQ come together in a new platform. You can find out more about the upcoming release here.
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Chris Foster
commented
Hi Davina,
I'm already in the Partner Hub beta. I'm aware of the Go To Xero button at the top right corner the client's page.
What I'm suggesting is to have a Go To Xero button directly in the search result, so I can search for a client and go directly to their Xero Blue without having to click through to their client page.
I've attached up a new mockup with the new Parter Hub search to show what I mean.