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  1. XPM - Relationship option for 'Unitholders'

    21 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

    198 votes

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    59 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.

    We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.

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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  ·