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389 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
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Megan Harrbridge
supported this idea
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31 votesMegan Harrbridge
supported this idea
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132 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Megan Harrbridge
supported this idea
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4 votesMegan Harrbridge
shared this idea
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154 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.
Megan Harrbridge
supported this idea
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19 votesMegan Harrbridge
supported this idea
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At present in XPM when a client contacts us to update the email address that Tax Notices or Invoices go to, we end up with different people updating different places, as there is no clear easy way to tell which emails do what.
We end up with people sending emails to admin asking to update, which creates unnecessary communication.
It would be great if you could have multiple email address fields within the CLIENT (not the contact/s) with clarity on what those emails do. EG:
*Tax Email (links to the tax notices)
*Billing Email (syncs to Blue xero for billing)
*Contact Email
Or similar. And allow multiple email addresses in each field separated by a semi-colon (this has been addressed in other threads).
A competitor product offers this system and it was so much easier to keep addresses updated and consistent.