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← Share and support customer ideas for Xero

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6 results found

  1. XPM group view - Main email

    10 votes

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

    Thanks for sharing your idea here, Rosalie - Is there a particular reason you'd find it useful to view the email address here? 

    This would be good detail to share back with the team, and may help others to see how this could benefit them too 🙂

    Elisha McCorkell supported this idea  · 

  2. XPM - Add multiple email addresses for client

    358 votes

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

    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.

    Elisha McCorkell supported this idea  · 

  3. XPM - Bulk email update of a client

    17 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  Admin →
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    Elisha McCorkell shared this idea  · 

  4. Practice Manager - Ability to merge contacts (not clients)

    61 votes

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    submitted  ·  13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisha McCorkell supported this idea  · 

  5. XPM - Merge clients

    15 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisha McCorkell supported this idea  · 

  6. XPM - Insert a merge field/placeholder into Task description

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Elisha McCorkell shared this idea  ·