Settings and activity
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9 votes
Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here?
This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂
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Rosalie Friedauer
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15 votesRosalie Friedauer
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37 votesRosalie Friedauer
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43 votesRosalie Friedauer
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117 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’
Rosalie Friedauer
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350 votesRosalie Friedauer
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Hi Kelly,
Thanks for the reply, the main reason is so when we are looking at clients within a group you can see if there are different email addresses. It would enable us to quickly pick up on changes required easily within the group. I know we could build a report but that is just cumbersome to build a report.
It would be great if those screens all through XPM had more editability, for example the tax letter view it would be great if you could add the Manager field into this view.
Thanks :)