XPH - 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
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
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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.
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Patrizia Capolingua
commented
In the previous version of XPM, when updating a group member’s contact details (e.g. address), we had the option via a preview screen to confirm which fields to update and to whom else the update may apply to within that group. This functionality appears to be missing in the current Beta version.
This feature made updating details across a client group more efficient.