Practice Tools - Return to Group view after archiving a client
When you have a departing group, you have to now click on the group, select the entity, click on the 3 dots and select Archive.
This removes the entity from the group. You then have to start again and search the next entity from clients, and repeat the steps. as you cannot select back to take you back to the group.
In the old xero version. While in the client, you would select a drop down box while in the client and select archive. Then while still in the client, you could click on the Group and select the next client.
This has created a lot of extra steps just to archive a client.
Tania Kowalski
shared this idea
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Tania Kowalski
commented
I'm sure the Xero Community appreciate that xero retstored the function to archive from the 3 dot menu within the client.
The only issue with this is once you hit archive, Xero takes you back to the full client listing.
Which means if you want to archive another entity within the group, you have to search for the client.
in the past, once you selected archive the client remained open and you could click on the group to enable you to look at another entity.Please bring back the original function.