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5 results found
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20 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Emma Matusch
supported this idea
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227 votes
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
Emma Matusch
supported this idea
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An error occurred while saving the comment Emma Matusch
commented
The ability for XPM to show where a home/postal address has been used and action a bulk update has been removed. This was a standout feature of Practice Manager and it's removal has caused great annoyance at my firm. Please consider bringing it back!
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40 votes
Hi Mireille,
Thank you for the detailed feedback regarding the recent XPM updates.
I’ve moved this into Gaining Support. I can definitely see how the removal of those phone number columns has added extra steps to your workflow. While the recent design updates aimed for a cleaner look, "at a glance" information is vital for busy practices.
A quick tip for now: If you need to see phone numbers across your client list without clicking into each one, you can customise your main list view:
- Go to Clients > All Clients.
- Click the Columns button on the right.
- Tick Phone and Mobile. This will surface those numbers in your main list view so you don't have to drill into each record.
I’ve updated the title to "XPM - Suggestion to display contact phone numbers on the Client details screen" to help other practice users who are feeling…
Emma Matusch
supported this idea
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11 votes
Thanks for sharing your idea about phone number formatting in XPM. We understand that this change could improve number readability.
Your idea has been moved to Gaining support, which means the community can now vote and comment. If this is something you’d like to see, joining the conversation and adding your support helps bring it to the right people in product.
We’ll keep an eye on any updates and share progress here.
Emma Matusch
supported this idea
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85 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Emma Matusch
supported this idea
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Could not agree more with this feedback! Thank you for taking the time to compile your thoughts in this way :)