Xero single client list has caused unwanted client duplications in our XPM system. A good workaround for this would be if we could apply restrictions to the duplicated client profile in XPM so as not to confuse staff etc.
We also, like others, have clients that are sensitive eg. Directors of the firm, that we would like hidden from general staff view.
Sonya Richardson
supported this idea
·
Xero single client list has caused unwanted client duplications in our XPM system. A good workaround for this would be if we could apply restrictions to the duplicated client profile in XPM so as not to confuse staff etc.
We also, like others, have clients that are sensitive eg. Directors of the firm, that we would like hidden from general staff view.