XPH - Update the salutation from the additional contacts
In the old xero version, you could click on the contact and edit the salutation.
This option is no longer available.
The only way to update is to exit client, go back to clients, select contacts, search contact then edit details.
A lot of extra steps just to add or update a salutation after a contact has been created
22
votes
Tania Kowalski
shared this idea
Hi team, we've been listening closely to feedback on the updates to Clients, and I'm pleased to share you can now edit the addressee and salutation either by editing the contact on the client view, or from the client detail page.
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Elisa Harris
commented
Wastes a lot of time compared to how it used to be