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  1. Practice Manager | Client Report - Include primary contact

    84 votes

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    submitted  ·  17 comments  ·  Practice tools  ·  Admin →
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    Tony Germaine commented  · 

    This would be a great add on for reports, we want to update orgs that don't have the primary contact box checked at all, but currently can't generate a report that lists all unchecked clients.

    Tony Germaine supported this idea  · 

  2. Document Packs - Edit sent pack

    122 votes

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    43 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.

    We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.

    We'll be sure to keep you updated on any progress.

    Tony Germaine supported this idea  ·