XPH Client Details - Hide Unnecessary fields when creating record.
Ability to remove unnecessary fields when setting up a client in XPM or ability to hide the blank fields after the setup so that they don't show up in the Client Details Tab. The purpose is to see the fields with details on them only and to make them look neat and tidy. Please see attached.
Cherry Avancena
shared this idea
Hey team, thanks for sharing your idea, and letting us know that having the ability to only have the necessary fields to complete for a client (based on Business Type etc) would be beneficial.
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Chris Jones
commented
The edit client details tab in XPH doesn't seem logically set out and asks for non-relevant information. For example, even if you select a 'sole trader' or 'individual' for the business structure, it still displays a box to enter a company number and then at the bottom of the page a whole section on 'Company Info and Company Tax'? Would it not be be better for the business structure question to then determine the information that's required rather than it always being present? Similarly, if the client is not VAT registered or doesn't have a Payroll scheme, don't ask for VAT numbers, PAYE references etc.