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'Xero HQ - Suggestion to add an 'Accountant' or 'Staff Lead' column to the Clients tab' has been merged into this idea

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XPM - Add an Account Manager column to the client list

Can we please customise client page on XPM to add a column for the Account Manager. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add Account Manager to the page?
It would cut out a lot time when processing morning mail or directing phone calls from clients as this would mean we don't have to open the client file to see who they belong to.

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Caryn Rennie shared this idea  ·   ·  Report…  ·  Admin →
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In development  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for letting us know the changes that'd improve your experience managing your practice on Xero. We recently announced Xero Partner Hub at Xerocon, which will deliver many improvements that our customers have been asking for. This includes the ability to customise columns shown on your Client lists, so you can see the most valuable information to help you manage your clients.

Get to know about the Xero Partner Hub on our website, and I'll be back to share as this experiences rolls out to partners.

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  • Elissa Griffiths commented  ·   ·  Report

    As a new admin officer, I'm still learning who the accountant is for each client.

    I think it would be beneficial that in the clients tab there is a column that has the name of the accountant, rather then having to click onto the clients name and going into the clients details to find which accountant is looking after them.

    Thanks

  • Kelly Li commented  ·   ·  Report

    I agree, this would be very helpful. Please add this function!

  • Rod Rowley commented  ·   ·  Report

    This would be very helpful and improve efficiency and client service

  • Andrew Panayiotou commented  ·   ·  Report

    This is needed. When a client calls its not immediately visible who the manager is

  • Joanne McInnes commented  ·   ·  Report

    Would be really helpful for admin to have the manager listed on the first All Clients page, alongside the existing name, phone and address.

    From admin perspective this would save us opening the client file each time just to check which colleague a client belongs to - this one of our main/frequent tasks and more significant to us than the other details listed.

  • Inspire Accounting commented  ·   ·  Report

    this is so critical. When a client calls we have to go all the way into a client to see who the manager is

  • Trisha Walsh commented  ·   ·  Report

    It would be very useful to be able to customise All Clients view with your own selection of criteria, not just name, phone number and address. Being able to see the client manager would be beneficial. To be able to select your own choice of fields would be ideal.