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49 votes
Kristy Wells
supported this idea
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70 votes
Hi everyone, thanks so much for taking the time to share your feedback on adding share class types to XPM relationships 😊
We really appreciate you explaining how valuable this would be for managing clients’ corporate structures. We understand that many of you work with companies with multiple share classes, and having this captured in XPM could help make those workflows a lot smoother.
After reviewing this idea, we’ve updated the status to Not in the Pipeline. This means the product team has considered it, but it isn’t currently on the foreseeable roadmap. As a workaround, you can add a custom field for the share type.
In the meantime, the idea will remain open for votes, and we’ll keep monitoring community interest. We really value your input, and we’re grateful you continue to share your experiences with us.
Kristy Wells
supported this idea
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33 votesKristy Wells
supported this idea
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It is really annoying that you can’t have all the directors/shareholders/members etc. for an entity on their client record just because they aren’t a client themselves. We have companies with no directors and nowhere to note who the directors are. Naturally we have this information elsewhere, but since this is ‘THE’ record it should really all be available in one place. We could do it in MYOB!