XPM - Add column for Email to Client list
Can we please customise client page on XPM to add EMAIL.. We currently see the Client NAME, PH NUMBER, and ADDRESS. Can we please add EMAIL to the page?
It would cut out alot time opening each page if we had some flexibility to simply add the email address column on the first page.
11
votes
Kate King
shared this idea
Thanks for engaging with us through this idea team. I'm pleased to share that our new unified client experience is now available to all practices.
You'll find in the new client list that you can add Email address as a column to the list, just like you're after here. 🎉
