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  1. Practice tools | Staff - Ability to select clients on multiple pages when assigning clients to staff

    In the old Xero HQ staff page, you could click on the staff member, add clients, then select any number of clients from the entire client list.

    With the new staff page layout, you can only select clients on the current page. If you move to the next page, the selection clears.

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    3 comments  ·  Staff  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for getting involved and sharing your support for this idea, team. We get the desire for more efficiency when assigning clients to staff.

    This is a feature our product team are working on at present and I'll share more as it's released for you all here.

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