Hold saved filter even after switching tabs within XPM
In XPM have on the Clients tab the ability to save a filter and it does not reset when switching tabs. E.g. Client list using a filter that equals a "Partner", so the relevant Partner can see only their clients in the list. If this is difficult because of the multiple filters that may have been setup, then make it so the last filter used applies until you change the filter. It works on the Jobs tab where you can select a Partner filter which appears to be setup a different way. If you can get it to do the clients like the jobs this would be great.
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂