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Practice Manager | Clients - Ability to create groups from client

Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.

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

Hi everyone, returning to share that the unified client experience has now been rolled out to all practices.

You'll find within the new experience that within the Groups section on the Client details you can search or create a new group.

Thank you for your feedback and contributing to the idea here.

Show previous admin responses (2)
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  • Rhianne Carew commented  ·   ·  Report

    Currently, we can't add clients from inside a group - we need to be on the client list page. Our process is to create a group, then create the clients, and manually add to groups. It would help to streamline processes to be able to create a client from within the group screen, and have it automatically be added to the group.

  • Georgina Gogarty commented  ·   ·  Report

    This would be extremely helpful - its annoying having to go to groups to create a new group - rather than select 'add to group'> create new group

  • Brooke Paul commented  ·   ·  Report

    An option to create a new group in XPM from the client card menu would be very helpful. Makes it a bit bothersome setting up new clients when you need to move to another page to make the new group.

    See picture attached. If XPM cannot detect a group, a line prompting to create a new group here would be ideal.