Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. XPM - Add an Account Manager column to the client list

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for letting us know the changes that'd improve your experience managing your practice on Xero. We recently announced Xero Partner Hub at Xerocon, which will deliver many improvements that our customers have been asking for. This includes the ability to customise columns shown on your Client lists, so you can see the most valuable information to help you manage your clients.

    Get to know about the Xero Partner Hub on our website, and I'll be back to share as this experiences rolls out to partners.

    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.

    Joanne McInnes supported this idea  ·