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  1. Practice Manager | Client Report - Include primary contact

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Trish Mathisen commented  · 

    We are long time users of XPM and have always struggled to identify the primary contact within XPM (without manually checking records). Integrations with third party apps will bring in the primary contact, yet we can't see this easily from the XPM platform or produce from XPM reports. We've used third party apps to find this information at times which is ludicrous that XPM can't provide from their platform. XPM is not a new platform and so it's embarrassing that they've not developed their product to incorporate this for their users.
    Please please bring this functionality in.

    Trish Mathisen supported this idea  ·