Settings and activity
5 results found
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15 votes
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Pip Gleave
commented
Brilliant idea and long overdue!!
Pip Gleave
supported this idea
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151 votes
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117 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
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53 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂 -
165 votes
Unbelievable this is still not an importable field!! Xero needs to start sweating the small stuff and stop concentrating on revenue gathering - IF they want to keep the clients they have!! It is NOT a big ask but clearly our gripes are being ignored - like a lot of things!