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  1. Practice Manager - Add Relationship type

    75 votes

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    24 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.

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    Sue Smith commented  · 

    I agree, this would be a fantastic addition. At the moment, there is no way to connect and easily search the unit holders and it makes for additional work to search elsewhere.

    Thank you Melissa for your suggestion.

    Sue Smith supported this idea  ·