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  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 →
    Existing functionality  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Jo, thanks for reaching out. The good news is that this is already available in XPH. When you open a client record, the Client Reference Code is shown in the top-left corner of the screen, next to the client’s name.

    As this is already existing functionality, I’ve moved this idea to Existing Functionality and will be closing it for votes.

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