Settings and activity
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29 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
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Renea Roberts
shared this idea
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695 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
Renea Roberts
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36 votesRenea Roberts
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33 votes
Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
Renea Roberts
supported this idea
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13 votesRenea Roberts
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28 votesRenea Roberts
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62 votesRenea Roberts
supported this idea
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122 votes
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.
Renea Roberts
supported this idea
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I'm not sure what you mean.
Please see attached. Currently if i want to search for a phone number in the global search it does not produce any results. in my example attached i have searched for the phone number that is listed in contacts. You are also not able to search by TFN, ABN or the client reference number.
There are plenty of times where a client will call and we don't catch their name or they have a very heavy accent so it's very handy to be able to search their phone number on caller ID into XPM global search to be able to identify who it is.
Or we can also get a document that might have a TFN and have the business name listed on the letter not the trading name and so in XPM we might only have the trading name so sometimes searching by TFN in global search will help us to find them.
We also heavily rely on Client reference numbers but this is also something you can't search by.