Skip to content
← Practice tools

Enter your idea

Practice tools: Clients

Categories

(thinking…)

Practice tools | Clients - Date of death field for client details

Date of death field to add in to client details would be helpful

260 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Valerie Dempsey shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, thank you for everyone's engagement and support in this idea. With the new unified client experience now live to all practices we are pleased to return and move this idea to completed.

As mentioned in my previous update, with the new experience we have incorporated additional detail fields such as Date of Death for Individual / Sole Trader business structures.😊

Show previous admin responses (3)
Comments are closed An error occurred while saving the comment
  • Anne-Maree Crosby commented  ·   ·  Report

    We also have a custom field but agree it would be better as a standard field & show on home page if filled in.

  • Sallyanne Smith commented  ·   ·  Report

    As Chris Schwartz mentioned below, we also added this field in custom fields

  • Lyn Buckby commented  ·   ·  Report

    It would be very helpful to have a date of death on the main screen preferably underneath the date of birth.

  • Alison Haughton commented  ·   ·  Report

    I add (D July 2022) to a contact name and also have a contact group for deceased clients

  • Chris SCHWARTZ commented  ·   ·  Report

    We have this as a custom field but it would be better if it was supported.
    Also date added & date archived.

  • Jean Sutherland commented  ·   ·  Report

    You can add customised fields in XPM through Business - Settings - Custom Fields

2 Next →