Settings and activity
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41 votes
Hi Mireille,
Thank you for the detailed feedback regarding the recent XPM updates.
I’ve moved this into Gaining Support. I can definitely see how the removal of those phone number columns has added extra steps to your workflow. While the recent design updates aimed for a cleaner look, "at a glance" information is vital for busy practices.
A quick tip for now: If you need to see phone numbers across your client list without clicking into each one, you can customise your main list view:
- Go to Clients > All Clients.
- Click the Columns button on the right.
- Tick Phone and Mobile. This will surface those numbers in your main list view so you don't have to drill into each record.
I’ve updated the title to "XPM - Suggestion to display contact phone numbers on the Client details screen" to help other practice users who are feeling…
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Mireille Casella
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245 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 Mireille Casella
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Bring back the function to update an address change for the whole client group not just per client in XPM
Mireille Casella
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7 votesMireille Casella
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1 voteMireille Casella
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The new version of XPM now only shows contacts' phone numbers (land line) if that field has been completed and not mobile numbers - to view the mobile number we now have to open the contact up to view this. Can you please change this so that the contacts show mobile number instead thanks.