Xero Partner Hub

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1. Clients – Improve XPM client edit screen (whitespace & layout)

   The new client information page has too much white space but the layout with the headings bigger and the line helping you to track from the heading to the actual data is OK. However when you click 'edit details' that all changes.

   • the 'old' version only showed the headings and you could expand each heading to find the places you wanted to update. Much easier to scroll through.

   • The new layout has too much white space, there is no clear difference between the headings and the titles – too much wasted time scrolling up and down trying to locate the information to update

   • sections with drop down options have the title of the drop down populated in the same font and colour as those section where you have actually chosen something from the list, making it difficult to identify which section has information and what is actually ‘blank’.

   Please consider the following changes for the Edit screen
   • make the headings bigger, move them to the left and consider changing the colour
   • remove the excess white space
   • put the name of the section next to the section rather than on top of it (same as the layout on the information screen)
   • remove the name of the drop down list from that section and just leave the icon so we know there is a drop down list available

   The new client information page has too much white space but the layout with the headings bigger and the line helping you to track from the heading to the actual data is OK. However when you click 'edit details' that all changes.

   • the 'old' version only showed the headings and you could expand each heading to find the places you wanted to update. Much easier to scroll through.

   • The new layout has too much white space, there is no clear difference between the headings and the titles – too much wasted time scrolling up and down trying to… more

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   13 comments  ·  Clients  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate hearing how layout of the Clients edit screen impacts finding and updating information.

   Since this idea was raised, we’ve made changes as part of the new client experience, including updates to how client information is organised and presented.

   Being upfront here, we don’t have any further plans to change the layout of the Client page. We'll keep a pulse check on the support in this idea as this space continues to evolves.