XPM - Include Date of Death and additional contact fields in Report Builder
It's great that XPM now has standard fields for Date of Death, additional email addresses (on the client file) and additional physical addresses, however, we cannot run a report to show those fields.
Sarah Sharp
shared this idea
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Elise Payne
commented
The standard Date of Death field needs to be made available in Report Builder as an option rather than having to creaite a custom field doing the same job, just so you can run a report
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Christine Hutchby
commented
When a new field is added into XPM by Xero it would be appreciated if this could also be added into the custom reports options at the same time. New fields are great but currently there is a delay in them being added into custom reports e.g. date of death, place of birth.
To mitigate this we have to create a custom field so that is reportable while we wait for Xero to add the 'new field' to custom reports. Having two fields for the same information is increasing our workload, and increasing our chances of information not being added or being incorrect.