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3 results found

  1. Client Reference Code Visability

    Client Reference Code - it would be great if this ACTUAL field showed when viewing a clients details as opposed to having to EDIT a client to see it??

    I know there is an Export Code option but why have both when could just make the Client Reference Code visable on a clients detailed page.

    2 votes

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    0 comments  ·  Clients  ·  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. 🙂

  2. Allow clearing or deleting values in drop-down and date fields.

    Currently, once a value has been selected in a drop-down field (pre-existing fields - not custom as you can enter a blank line) or entered in a date field on a client record, it cannot be cleared or removed. A value must always remain, even if it was chosen in error or is no longer relevant.

    This creates issues where incorrect or outdated values remain attached to client records, making fields harder to maintain over time.

    It would be very helpful to allow users to either:

    -- reset a drop-down or date field back to blank, or

    -- remove an…

    2 votes

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    0 comments  ·  Clients  ·  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. 🙂

  3. place of birth

    XPM - Place of birth field is duplicated on the client page.

    1 vote

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    0 comments  ·  Clients  ·  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. 🙂

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