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11 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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26 votesRosalie Friedauer
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44 votesRosalie Friedauer
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47 votesRosalie Friedauer
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139 votes
Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.
You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.
This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.
We'll continue to keep a close eye on the support here, and share if there's any progress.
Rosalie Friedauer
supported this idea
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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 :)