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  1. XPM - Relationship option for 'Unitholders'

    20 votes

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    submitted  ·  5 comments  ·  Practice tools  ·  Admin →
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    Melissa Large supported this idea  · 

  2. Practice Manager - Relationship Type

    183 votes

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    50 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.

    While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.

    We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.

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    Melissa Large commented  · 

    Well said Jessica - obviously not a priority at all!

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    Melissa Large commented  · 

    It would be fantastic if we could add another Relationship type in XPM, namely 'Unitholder' so we could link the unitholders and their holdings with the Unit Trust.

    Melissa Large supported this idea  ·