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  1. XPM - Hide Archived Contacts

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jo McMillan shared this idea  · 

  2. Practice Manager | Client Report - Include primary contact

    59 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jo McMillan commented  · 

    Would really love this as currently having to use an external program to grab data showing primary contact information which seems crazy. Would also be good if when viewing client the primary contact had a symbol confirming primary as if none ticked its obvious.

    Jo McMillan supported this idea  ·