Settings and activity
2 results found
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265 votes
Hi community, thanks for continuing to share how much time this workflow can take.
Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.
Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.
We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…
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Michelle Spann
supported this idea
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71 votes
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.
Michelle Spann
supported this idea
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An error occurred while saving the comment Michelle Spann
commented
We discovered this issue again recently when trying to set up relationships in XPM since the changeover from MYOB. Many of our clients have many different shares ie 1 A, 2 B and 500 ORD for example and these cannot be differentiated in XPM. Each time you wanted to confirm shares you would need to login separately into NowInfinity for example in order to clarify which shares are which. This is a crucial piece of information that is currently lacking.
This would be super helpful when you have clients with multiple billing entities, and who don't always keep track of what has/hasn't been paid already.