XPH | Clients - Add a "Groups" tab to the Clients section
Add a Group Tab for all clients in a group
Jess Haumer
shared this idea
Hi Jess, thanks for sharing this idea! Right now, having to search or click through multiple screens can slow things down, so we love the idea of a more central view.
In the meantime, you can see the groups a client belongs to in the Information tab on their record (in the box on the right-hand side).
I’ve moved this to Gaining Support so we can see how many in the community would find a dedicated Groups tab useful. Keep the votes and comments coming — your input really helps the product team understand the difference this could make!
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Jo McMillan
commented
This should have been a must in beginning of doing update. Xero need to remember this is a CRM management systema also, not just client xero files.
Really would love to see the Group column back in client view (not the group tab).