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  1. Practice Manager - Search custom fields

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Vanessa McGregor commented  · 

    Better Search functionality is a major downfall of XPM, we use client codes as we have similar named clients and connect clients and a code is imperative to avoid any GPDR breaches - also not being able to add columns to the Client lists to include other fields is not helpful.

    Vanessa McGregor supported this idea  ·