Settings and activity
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7 votes
Hi Cormac, thanks for bringing this idea to the community.
We can see how a centralised view of client notes could make it easier to keep track of updates across your client base and help teams stay aligned without needing to open individual client records.
I've updated the status of this idea to Gaining Support so we can continue monitoring interest and gathering feedback on how this could support your practice workflows.
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Samantha Perez
supported this idea
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164 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.
Samantha Perez
supported this idea
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An error occurred while saving the comment Samantha Perez
commented
Hi xero team
Just commenting on this feature. my example on this would be where a client has lost a spouse and I'd like for this pop up to come up when I access the contact again so I can be sensitive when asking for spouse information at tax time.
Thank you
I'd like to further add why I looked into this as a feature. For example a client who has lost a spouse, when I come to do their return in a year's time it would be good to have this shown as client notes when accessing the client's file.