Xero Tax (AU) - History report for client changes
To have a "history" tab on a client that would show when someone has made a change to something (an address, a phone number/client details) along with who would have archived a client on the system.
The history tab would be a great aspect for support hub team members so they can ask that person if there is an issue or to see a date and time that this has happened to then liase with the client.
Carolyn Evans
shared this idea
Thanks for sharing your thoughts on this idea for a history tab in Xero Tax. We appreciate you explaining how tracking changes to client details could support your team's workflow.
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