Practice beta | Client - Ability to differentiate Client and Contact when adding contacts on the client Record
When adding a new contact to a client using client record, you're unable to tell whether you're selecting a client as a contact, or a contact record. Being able to identify this would help with third party app integrations like FYI due to different information being added to a contact vs client record
6
votes
AdminXero Team
(Admin, Xero)
shared this idea
Great to get the validation in this idea from the community here. Thanks for sharing your support. I'm pleased to share that we have made an improvement so you'll now see small 'Client' label next to a Contact that's a client. 😊
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Christopher Sykes
commented
This would be useful to understand whether the Contact is a Client and does not need to be added as a contact. Would reduce duplication.