Settings and activity
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33 votes
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15 votes
Hi community, thanks for sharing your interest through this idea. We recently announced the Xero Partner Hub at Xerocon. It encompasses many improvements for our partners to be able to move more efficiently and serve clients. One of the changes that accommodates part of the idea here is that you'll be able to search the Client list by a clients organisation name, or legal/trading name as mentioned on this related idea.
We appreciate there may be some practices using custom fields for this data and we want to be open that custom fields will not be searchable from the Client list. We have another idea for searching custom fields that you can join and follow for updates. You can find out more about Xero Partner Hub from our website.
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Megan McKay
commented
100% agree. Other software have the functionality to search for both legal and business name. This is a shortcoming of XPM.
Megan McKay
supported this idea
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6 votes
An error occurred while saving the comment Megan McKay
commented
100% agree.
Megan McKay
supported this idea
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Could not agree more with below comments. Reporting needs to be available to look at staff charge rates and permissions at a firm level rather than an individual level