Settings and activity
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2 votes
They team thanks for raising this Idea wiht us, it is definity something that may be looked at in the future. We have moved this to Gaining Support and now all that is needed is for you to share this wiht friend and colleagues to vote and comment on. Our Product team uses these Ideas to prioritise and plan updates to the Product 🙂
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Beth Gozzard
supported this idea
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3 votesBeth Gozzard
shared this idea
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161 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Beth Gozzard
supported this idea
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55 votesBeth Gozzard
shared this idea
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Now that XPM includes the industry classification on the client record, it would be great to be able to generate a report using this field. This would enable us to extra data to easily see which partners have which industries they look after.