Settings and activity
137 results found
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26 votes
An error occurred while saving the comment 
Elisa Harris
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73 votes
An error occurred while saving the comment Elisa Harris
commented
Very important, especially for firms that have recently come across to XPM from other software and are facing a mammoth clean up task that must be done manually!
Elisa Harris
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33 votes
An error occurred while saving the comment Elisa Harris
commented
Super important to be able to access larger reports of all staff, not just charge out rates but other info like permission settings would be helpful too. This is especially important for larger firms like ours with over 50 staff. It is impractical to be expected to complete these tasks individually and manually.
Elisa Harris
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9 votesElisa Harris
shared this idea
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29 votes
An error occurred while saving the comment Elisa Harris
commented
100% agree, the financial permissions need to be reassessed and possibly split out. While for some staff I need them to be able to view other staff members' timesheets for ease of billings & WIP analysis, I don't want to provide them the other permissions included in the Financial Permissions.
Rosalie is right, this permission must be of necessity quite closely restricted due to the broad powers associated with providing it to a staff member.
Elisa Harris
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11 votes
An error occurred while saving the comment Elisa Harris
commented
This is very important, as it cuts down on a significant amount of time when analysing WIP, to be able to view other staff members' timesheets on a job. Kaye is right, this permission is of necessity quite closely restricted due to the broad powers associated with providing it to a staff member.
Elisa Harris
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8 votesElisa Harris
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7 votesElisa Harris
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47 votesElisa Harris
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6 votesElisa Harris
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18 votesElisa Harris
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13 votesElisa Harris
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49 votesElisa Harris
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55 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂An error occurred while saving the comment Elisa Harris
commented
Absolutely! So many clients share the same exact details - seems a bit unnecessary to have to type the exact same thing multiple times when adding a group of clients. Not to mention the margin for error...
Elisa Harris
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24 votesElisa Harris
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5 votesElisa Harris
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27 votes
Hi team, we appreciate the engagement through this idea about managing staff access.
To provide an update on how this currently works with the new unified staff and client experiences - When removing a staff member from your practice, the following organisation access is also removed:
- Linked to active clients
- Linked to archived clients
- Owned by the practice
We're also looking into further enhancements to this flow to make the removal of org access optional. I'll share another update to confirm once this is implemented. Thanks
Elisa Harris
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18 votesElisa Harris
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16 votesElisa Harris
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22 votesElisa Harris
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100% agree - big waste of time to do everything one by one.