Practice Manager - Pre-profile pop-up for critical client details
I propose introducing a pre-profile pop-up in Xero XPM to provide immediate access to critical client information, including linked contacts, billing references, and direct hyperlinks to individual contacts. This feature would also allow for the configuration of custom reminders, ensuring that key client details and actionable prompts are prominently displayed to enhance staff efficiency and client service.
Maxine Woodall
shared this idea
"Thank you for submitting your suggestion and helping us understand what improvements matter to you. We have reviewed your idea, and it is now open for community support. We encourage you to share this proposal with colleagues who might benefit from it so they can cast their votes. Additionally, the comment section is now open for other users to discuss how this feature would enhance their experience with Xero."
