Adding "Manager" to Columns field in XPM - and being able to search for TFN
In XPM is there a way to add "Manager" to the Columns field? It would be great not to have to go into the client to find who the Manager is. I realise you can set up a filter to filter by manager, but that doesn't work for when you are trying to search multiple clients to see who their managers are (currently looking at lodgement lists).
Also, we used to be able to search for a client by their TFN, but this feature seems to have disappeared with the update. Is there a way to bring this back?
Rhiann Chadderton
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