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1. Xero Practice manager - contacts

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   1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hey Peter, having read over your idea a few times, I'm not 100% sure I understand exactly what you're asking for. Would it be the same as either of these two ideas? 

   • Practice Manager | Client - Copy a client (including all contacts)
   • Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

   If not, would you mind providing a few more details so myself and other users can better understand and upvote it? It'll also mean I can make sure it gets in front of the right product people at Xero 😊

   
   

   Peter Keirs shared this idea  ·  08 June, 2023