Settings and activity
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19 votes
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15 votes
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Trish Mathisen
commented
As an XPM user, it is imperative to be able to export all the fields in the database, including bank account details.
Thanks for considering this important request!Trish Mathisen
supported this idea
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120 votes
Thank you for the interest and feedback you have shared on this idea, everyone.
We'd like to provide some clarification of what is currently possible which may help some users here, and have slightly adjusted the title with the main request being around the ability to add registered office address as a field to a Clients record.
Within the new unified client experience you can add multiple addresses to a Contact of a Client. While there isn't a specific option for 'Registered office address' you can select 'Other address' or choose from one of the preset (Street, Postal, or Delivery) options.
At the client level, we appreciate individual Contact addresses may differ to the Client registered office address - Our product team are now working to add registered address as a field for 'Company' type business structures and I'll return to share news of it's release with you all here.
Trish Mathisen
supported this idea
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83 votes
An error occurred while saving the comment 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
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Agree with this request. Why do email addresses show as click to open in your default email application, and addresses show as click to show in Google maps, but phone numbers in the phone number fields not show as click to call in your default phone application?
It would seem an obvious inclusion.
Thanks for considering!