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2 results found

  1. Primary Contact should appear above other contacts

    The Primary Contact in the 'Additional Contacts' section should appear above any other contacts. I believe this used to be the case before the recent update. It was much clearer and made much more sense to see who the first point of contact is when contacting clients.

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    0 comments  ·  Clients  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. XPH - Add field for Trustees IRD number in Trusts Additional Contact

    Client Information - Trusts - Additional Contacts - as we now have to have all Trustees IRD numbers for Trust tax returns, would it be possible to please add a line for Trustees IRD numbers in addtional conatcts?

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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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