Settings and activity
2 results found
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53 votes
Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread
- Ability to create a default email template for sending document packs
- A text box on single documents in a pack
We have another idea that's been started around the default email template across here and I invite all those interested to add their votes.
For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately.
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157 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
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Lee Balfour
commented
This idea or something similar would be great so that if there is important info that staff need to be aware of for a particular client that it is shows up in the clients details at top either in a differernt colour or as a banner that cant be missed. The current notes work well for general info but not for anything more important.
Yes the ability to set up a standardised email template for sending out the document packs is an important feature that should be looked at. Thanks,