Settings and activity
3 results found
-
287 votes
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
An error occurred while saving the comment -
78 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
An error occurred while saving the comment 
Tanya McNamara
commented
Adding to the other comments - that the redesigned search function for the XPM client interface is useless. Most other search engines operate by adding a few letters or word(s). There should not have to be an exact name match for the search function to work. Please fix this oversight as it is extremely frustrating and a waste of time for everyone using this platform to manage their clients. This is a bad experience for users.
-
8 votes
Thanks for sharing your idea here, Tanya. To check would this be for a client or staff's details? Just want to make sure we're sharing back with the right product team.
An error occurred while saving the comment Tanya McNamara
commented
This request is for a client i.e. XPM.
Tanya McNamara
shared this idea
·
This feature needs to be returned. Given that XPM is a practice management tool - it's an absolute waste of precious time to individually have to update client details and apply to each client within a group. Come on Xero - you should be moving forwards not backwards.