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39 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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219 votes
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
An error occurred while saving the comment Mireille Casella
commented
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.