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  1. 124 votes

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    Hi everyone, thanks for your valuable feedback and engagement with this idea. We're aware of the importance of real-time error notifications for an efficient workflow.

    While we can' make any commitments at this stage this is something our product teams have lined up for exploration a little later this year and we'll be sure to keep you looped in on any progress here.

    Heidi McCormick supported this idea  · 
  2. 25 votes

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     ·  8 comments  ·  Practice tools  ·  Admin →
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    Heidi McCormick commented  · 

    This has caught me out more times than I care to remember:(

    Heidi McCormick supported this idea  · 
  3. 70 votes

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    Hi everyone, thanks so much for taking the time to share your feedback on adding share class types to XPM relationships 😊

    We really appreciate you explaining how valuable this would be for managing clients’ corporate structures. We understand that many of you work with companies with multiple share classes, and having this captured in XPM could help make those workflows a lot smoother.

    After reviewing this idea, we’ve updated the status to Not in the Pipeline. This means the product team has considered it, but it isn’t currently on the foreseeable roadmap. As a workaround, you can add a custom field for the share type.

    In the meantime, the idea will remain open for votes, and we’ll keep monitoring community interest. We really value your input, and we’re grateful you continue to share your experiences with us.

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    Heidi McCormick commented  · 

    This would be very handy