Settings and activity
9 results found
-
53 votes
Sharon Voisey
supported this idea
·
-
375 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Sharon Voisey
supported this idea
·
-
252 votes
Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.
As soon as there's more progress we'll share an update on this, with you all here.
Sharon Voisey
supported this idea
·
-
84 votes
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.
Sharon Voisey
supported this idea
·
-
54 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 Sharon Voisey
supported this idea
·
-
21 votes
An error occurred while saving the comment Sharon Voisey
commented
I agree. The time it takes to run this report is inefficient.
Sharon Voisey
supported this idea
·
-
6 votesSharon Voisey
supported this idea
·
-
4 votesSharon Voisey
shared this idea
·
-
52 votesSharon Voisey
supported this idea
·
To be able to duplicate a client to stop typing in all duplicated information would be fabulous.
It would also be great if some fields require changing before duplicating as they are unique to the client - bank account, TFN, ABN, etc