Settings and activity
3 results found
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87 votes
Thanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.
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Joanne McInnes
supported this idea
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An error occurred while saving the comment Joanne McInnes
commented
Would be really helpful for admin to have the manager listed on the first All Clients page, alongside the existing name, phone and address.
From admin perspective this would save us opening the client file each time just to check which colleague a client belongs to - this one of our main/frequent tasks and more significant to us than the other details listed.
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84 votesJoanne McInnes
supported this idea
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22 votes
"Thank you for submitting your feedback and highlighting the improvements that are important to you. We have reviewed your suggestion, and it is open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can leave comments to provide further context on how this change would enhance their experience with Xero."
Joanne McInnes
supported this idea
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Please make the client page more customisable or at least more valuable by adding the client manager to save admin having to open up each client while on the phone with them trying to redirect the call or making a booking. This would impact every client interaction for us and improve efficiency.