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  1. Practice tools - Filters for Client Partner and Client Manager

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    12 comments  ·  Practice tools » Clients  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your feedback and support on this idea.

    As you'll have noticed we've released our new unified client and staff experience that combines the experiences across Xero Practice Manager and Xero HQ.

    You'll find more filter and column options for the Client list.

    Though Client Partner and Client Manager aren't filters that can be added at present our product team are aware of the interest for this and will consider this enhancement as they continue to plan their roadmap. We will share any updates with you here.

    Susan Gooley supported this idea  · 
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    Susan Gooley commented  · 

    Could we also have an ability to filter by the only the clients a person looks after? So you could see just the clients you work on and not practice wide.