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  1. Former name/s field

    6 votes

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    0 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Angela Bissett supported this idea  · 

  2. XPM | Job Manager - Add notes column with option to add note

    101 votes

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    23 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here. 

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    Angela Bissett commented  · 

    We want to use XPM Job Manager as our sole means (currently have hybrid system) of managing workflow and being able to enter notes directly to jobs from the Job Manager screen, and also view those job notes directly from the Job Manager screen would make the whole process much easier to manage. Also be be able to export reports from this screen would be great. Common questions we have are 'why is this job at x state' and 'when is the last time the client was contacted about this', and thus being able to put a reason/note at that status column would give info to those responsible for review and management of workflow. Could generate engagement letters from Job Manager?

    Angela Bissett supported this idea  ·