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  1. Client - Add a dedicated field for former names or historical aliases

    7 votes

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    0 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for sharing this suggestion.

    We understand why having a dedicated place to record previous client names or aliases would be useful, especially for businesses and practices that manage long-term client relationships where details can change over time.

    This idea is suggesting the ability to store historical names directly on a client record, so teams can keep a clearer record of changes without losing access to previous details.

    We’ll continue to track feedback and interest from the community around this. Please keep sharing your workflows and use cases here, as this helps us understand where improvements could provide the most value.


    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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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for taking the time to share this idea and for adding your feedback here 💙

    We hear that you feel this would be an improvement, and while this is something the team has considered, it’s not currently in the pipeline and we’re unable to share plans to take this forward right now. We know that may be disappointing, especially given the support for this idea, and we really appreciate you continuing to tell us what would make the biggest difference for your practice. If anything changes, we’ll be sure to update you on this thread.

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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  ·