Xero Partner Hub

4 results found

1. XPH - Bulk address change from Client group

   In the old XPM we could bulk update client addresses for a client group, this functionality appears to have dropped off the new version, can we have it back please?

   306 votes

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   111 comments  ·  Clients  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thank you for continuing to share how important efficient group address updates are.

   Great to see some have seen the update already - We’re pleased to share that bulk address updates are now available in Xero Partner Hub. When you save a Street or Postal address change for a Client, you’ll be prompted to apply it to related clients, with the option to review whether each address will be added, replaced or left unchanged before confirming.

   We appreciate how restoring this capability makes it more efficient to keep group records consistent. Thanks again for feedback here and helping us improve the new client experience.

2. Clients - View additional contact mobile from clients page

   Cannot view additional contacts mobile phone number on client screen, have to click on contact name. This has dropped off since upgrade. Please put it back.

   33 votes

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   2 comments  ·  Clients  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Happy to share that we have solved for the idea here. You might've noticed that we recently released an update so now you can see Contact mobile number from the Additional contact s section of the Clients page 🥳

   Thanks for adding your support and letting us know this mattered to you, here.

3. XPH | Clients - Show Notes history with date stamps

   Any note entered against a client used to be automatically date stamped, and this disappeared yesterday.....Why? This is important and used to date srtamp conversations with clients etc

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   24 votes

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   3 comments  ·  Clients  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, happy to let you know here that date stamps have been returned to Client notes once saved.

   We appreciate the importance of having this visibility over client notes and want to say thank you for sharing and feeding back to us here.

4. XPH - 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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   0 comments  ·  Clients  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Jo, thanks for raising this idea with us in the forums here. I want to confirm that our team have recently released an update so now staff with View clients permission will be able to add and edit notes on client records within Xero Partner Hub. We appreciate your feedback here to help us improve the practice experience.