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The current fixed order of fields within the Client Information screen (Client tab) is leading to inefficient data entry and potential oversight of critical details. We request an improvement to the field ordering logic, ideally through admin-level customization.

1. The Need for Re-ordering (Current Issues) The current arrangement does not prioritize fields based on operational importance or logical grouping:

Operational Priority: Critical identification fields, such as the Partner and Client Code, are often placed illogically far down the page, sometimes below less essential fields like the Website URL. This forces staff to constantly scroll to capture essential details.

Logical/Compliance Grouping: Sensitive financial fields, such as Billing Rates, appear to be placed before or near compliance-related information like the Tax File Number (TFN). Fields should be grouped logically to aid consistency and data security awareness.

1. Proposed Solution: Custom Field Order We request that XPM development implement one of the following solutions:

Option A (Best): Allow Administrators/Users to define and customize the order of the fields on the Client Information screen to match their firm's specific workflow.

Option B: Implement a more logical, pre-defined re-ordering that places key operational fields (Partner, Client Code) at the top of the tab, and ensures sensitive data is grouped appropriately.

Implementing customization would be a significant quality-of-life improvement, allowing firms to align XPM's interface with their unique data entry processes.

Thank you for considering this request.