Xero Partner Hub

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1. Client - Add a search bar to "Add to group" feature

   When adding a client to a group you have to sort and scroll through the list, you can't even type a certain letter to short cut the process. Please create a 'search' function in the groups list to make it easier to add clients to a group

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   0 comments  ·  Tax Manager  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi Kellie, thanks for sharing this suggestion.

   It sounds like as client group lists get larger, scrolling through a long menu to find the right group can slow things down. Adding a search option to the “Add to group” function would make it quicker and more straightforward to organise client records.

   At the moment, selecting groups in Xero Practice Manager involves manually scrolling through the available list, which can become more time-consuming in larger practices with more complex group setups.

   I’ve moved this to Gaining Support so we can track interest and help our product teams understand how adding search here could improve everyday efficiency when managing client groups.