Clients - Bulk address change from Client group
In the old XPM we could bulk update client addresses for a client group, this functionality appears to have dropped off the new version, can we have it back please?
Matt Hinton
shared this idea
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Leanne Oxnam
commented
We just discovered this tool is not available and are not happy, please reinstall as able to change a whole group was so quick and efficient. My boss is not happy!
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Margo Wilckens
commented
The AI response to everyone who wants the address bulk function back is incredibly insulting - Xero should be ashamed of themselves for this response.
Why remove a wonderful function that worked so well for everyone in the whole world. Not SMART Xero!!
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Margo Wilckens
commented
This was one feature of Xero that I loved as it worked so well. Why remove such an important feature. We have some client groups that have 20 or more members - having to update each address separately is inefficient and no doubt errors will be made. Why did you fix something that was not broken?
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Mireille Casella
commented
Bring back the function to update an address change for the whole client group not just per client in XPM
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Kristan Wright
commented
This is an insane omission in the update! Without the ability to bulk update address by Group/Associated, we now have to update each and every one manually! The time it takes to do this is crazy and adds multiple opportunities for errors to occur!
Having to add Country in the first instance is also an unnecessary step! -
Gemma Wagner
commented
Since the latest XPM update, we’ve noticed that the option to bulk-update related client addresses after changing the an address appears to be missing. Previously, this feature was extremely useful for quickly updating multiple related clients who shared the same address.
We rely on this functionality to keep client records consistent and save significant admin time. Without it, we now need to update each related client manually, which is inefficient and increases the chance of inconsistencies.
This feature was a real time-saver and an important part of maintaining accurate client data across groups.
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Judy Beckett
commented
Makes it so much easier to update large groups. Why take it away?
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Judy Beckett
commented
bring back the 'green link feature' that updates associated clients address in a group.