Clients - Allow adding notes to archived clients in XPH
It would be helpful if notes could be added after a client is archived in XPM. Sometimes the offboarding process can be ongoing. Currently this just shows an error.
1
vote
Jill Murray
shared this idea
Thanks for bringing this to the community. Being able to update notes on an archived client without changing its status could make it easier to keep the client record complete.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote and let us know how you’d like this to work in Xero Partner Hub.
