Settings and activity
10 results found
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18 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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625 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
Renea Roberts
supported this idea
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26 votesRenea Roberts
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31 votesRenea Roberts
supported this idea
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29 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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12 votesRenea Roberts
supported this idea
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26 votesRenea Roberts
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55 votesRenea Roberts
supported this idea
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112 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
Renea Roberts
supported this idea
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377 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
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.