Fix the Client 'Add to group' function
Last Friday I was working on adding individual clients to Groups with no issue. Today however there appears to be several issues wrong with the process now with the new GUI system.
When I press the 'Add to group' button, it shows a scrollable list of Groups and an option to create a new Group. What has disappeared is the search bar where you could type in part or all of the Group's name in order to filter the scrollable Group list according to your search. Now that this feature is gone I have to manually scroll the list to find the Group.
In one tab I have the client Groups, I create the group there. In another tab I have the Clients list, when I have a client selected and go to 'Add to group', the newly created group I made isn't on the list, it only appears if I refresh the page. This tells me that the list is static, created upon loading the page, whereas previously it would be dynamic, loading it when the Add to group button was selected and when you searched for a name.
When I go to add a client or clients to a group, if I have selected everyone in my search results (i.e. I search for an individual with a specific name, or a couple with a unique surname), upon choosing to add them to the selected group it will say "0 clients added to 1 group" and not add them. This means I need to parse my search to be less specific so that the client(s) I want to add aren't the only results in my search (eg: instead of searching 'Aardvark' to add Todd Aardvark to a group, I need to search 'Todd' to get Todd Aardvark, Todd Gopher, Todd Sasquatch, etc), or select each individual client in a search that returns the two results I want to add and add them to the group seperately. I can add multiple clients to a group (eg: Search for and add a bunch of clients with the surname Smith to a group, but not all clients named Smith are selected to be added to that group), but if it's everyone selected it doesn't work.
Upon adding clients to a group, it doesn't deselect the clients and the group, meaning I have to do so manually or refresh the page.
Office Office
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Hi there, thanks for sharing such detailed feedback on the new client grouping experience.
Because your post highlights specific technical issues (like the "0 clients added" error and list syncing), I’ve classified this as Feedback rather than a new idea.
Next Steps:
- For the technical errors: Please contact our support team directly. Points 2 and 3 in your post appear to be bugs following the UI update, and our specialists will need to investigate those as performance issues.
- For the Search Bar: If you'd like to see the search filter returned to the 'Add to group' list, please create a new, separate post for this feature request. Please use a title such as 'Xero HQ - Add search filter to the 'Add to group' selection list'. This will allow other members to vote on it specifically!
We really appreciate you taking the time to help us improve the new interface.
