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XPM - Edit Client Page Layout

Could we please get the ability to add columns to the client page in XPM? The ability to search or find at-a-glance the export code would save a lot of time.

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

Hi team, with the new unified client experience now available to al practices we will move this idea to completed.

As noted in my last update there are new customise options with the ability to add or remove columns from the client list, along with filters and search.

We appreciate the additional feedback we've received on this idea. In relation to search we have an idea that has been started around the search functionality that you may like to add your vote to and we welcome you to start new ideas for other aspects that would improve your use of the client list that we can get a gauge of community interest in. Thanks

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  • Paul Howlett commented  ·   ·  Report

    XPM (New Experience) - if you could revert whatever changes you've made to the search algorithm, that'd be great.

    I don't particularly want to have to remember the middle name of every client just so I can find them in the new search interface...

  • Susanne Duncan commented  ·   ·  Report

    XPM (New Experience) - there are columns, but we would like to be able to add a Group column and Additional Contacts column. These column options are not currently available.

  • Sally Rogers commented  ·   ·  Report

    There also used to be the facility on this page to filter per manager if I remember correctly - where has this gone?

  • Christine Potts commented  ·   ·  Report

    Client codes are vital, extremely disappointed this has not already been acted on.

  • Sandra Andrews commented  ·   ·  Report

    Agreed we should be able to customise the client page in XPM. We would love to see client codes on the page.

  • Rob Creasey commented  ·   ·  Report

    I agree as we would like see field such at email address in that page. There are other fields that already exist in the client record that having them display on the XPM clients page would save time going into the client and then back out or selecting another client and go into that

  • Elisa Harris commented  ·   ·  Report

    Yes absolutely, and agree with Paul's comment below as well. It is so frustrating to constantly have to count back 14 from the due date to figure out when the invoice was issued. Would appreciate some more flexibility/columns here!

  • Paul Howlett commented  ·   ·  Report

    This is an issue ALL throughout XPM.

    The most egregious example I struggle with is no 'Issue Date' on a client's Invoice page.