Xero Partner Hub

4 results found

1. XPH | Reports - Include client mobile number

   Following the implmentation of Practice Hub we are now able to add the mobile number for a client - which is fantastic, however, there is no mobile field in the reporting options. So if a client has a mobile number and we enter that, when we run a report the mobile number does not show as the only field available is phone. Seems to me that there is no point in having mobile as an option if you can't view it on a report. Makes it look like the client has no number. Is this something which could be added in as a field? When I asked support about it, they said "If you need mobile numbers to be reported separately going forward, one option is to create a custom field for mobile and include that in Report Builder, as custom fields can be used in reports in Practice Manager". To me that seems like a double-up and rather inefficient. Your consideration is appreciated.

   Following the implmentation of Practice Hub we are now able to add the mobile number for a client - which is fantastic, however, there is no mobile field in the reporting options. So if a client has a mobile number and we enter that, when we run a report the mobile number does not show as the only field available is phone. Seems to me that there is no point in having mobile as an option if you can't view it on a report. Makes it look like the client has no number. Is this something which could be added… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

2. Ability to Search Notes

   Would be handy if able to search within notes to return any related to search request.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

3. Access Creating Notes against Client with view only client permsissions

   Staff can no longer add a note to client if view only permissions. Used to be able to with these same settings of not being able to edit a client. Still wanting staff to have access to creating/editing notes against a client. Can this be a separate toggle on so they still have access, currently can only view the notes.

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

4. A top menu option to see all notes by client

   Currently you have to go into a client to see notes relating to that client. It would be useful to have an option to see all notes, by client.

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   0 comments  ·  Clients  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂