← Share and support customer ideas for Xero Settings and activity 3 results found Practice Manager - Display Name for clients 25 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea submitted · 8 comments · For accountants & bookkeepers » Xero Practice Manager · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Eleonora Yazici commented · 08 April, 2024 · Edit… · delete… It is essential to use the Groups function to group your clients, easy to identify if client is a group. Save Submitting... XPM - Replace the fax number field with mobile phone number Xero Practice Manager Client Contact.pdf 25 KB 56 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea submitted · 3 comments · For accountants & bookkeepers » Xero Practice Manager · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Eleonora Yazici supported this idea · 08 April, 2024 XPM - Reassign client in bulk 54 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea 8 comments · For accountants & bookkeepers » Xero Practice Manager · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close submitted · AdminEthan M (Admin, Xero) responded Eleonora Yazici supported this idea · 08 April, 2024
It is essential to use the Groups function to group your clients, easy to identify if client is a group.