Settings and activity
10 results found
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2 votes
An error occurred while saving the comment Laura Jacobs shared this idea · -
163 votesLaura Jacobs supported this idea ·
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121 votes
An error occurred while saving the comment Laura Jacobs commentedThis would be so useful with messy marriage breakups to highlight to all staff that look after the clients and give them a heads up.
Putting a note there if you're waiting for the client to call back with information reception could see notes and let them know who called and what was needed.Laura Jacobs supported this idea · -
38 votesLaura Jacobs supported this idea ·
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59 votesLaura Jacobs supported this idea ·
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16 votesLaura Jacobs supported this idea ·
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87 votesLaura Jacobs supported this idea ·
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18 votes
Appreciate wanting history for Xero Ask queries.
This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.
We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here.
Laura Jacobs supported this idea · -
291 votesLaura Jacobs supported this idea ·
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137 votes
Thanks for all the detail around the different scenarios a pause function for the timer would help with.
Our team have been taking interest in ideas in the forums here.
With the way the timer works with Practice Manager today, developing the ability to pause this would require extensive work and this isn't something we're able to resource at this time.
As we enhance integrations through practice manager our practice teams will continue to track ideas on the site here, and share if there's any change.
Laura Jacobs supported this idea ·
This is critical for data security. Blue Xero has Assurance dashboard that shows what the last activity was and if there were any changes. There should be no reason why XPM doesn't have this also as all staff have access and changes need to have an audit trail.