Practice tools | Staff - Ability to filter by client groups when assigning clients to staff
On the old Xero HQ staff page, you could click on the staff member, add clients, and then filter to client groups.
This is helpful for adding clients in bulk to particular office groups, particularly for new starters.
7
votes
AdminXero Team
(Admin, Xero)
shared this idea
Hi team, sorry it took us a little to round back on this one. I'm pleased to share that our product team have released an update so you can now filter by client groups when assigning clients to a staff member. 🙂 Thanks for your engagement and support in this idea.
