I propose introducing a pre-profile pop-up in Xero XPM to provide immediate access to critical client information, including linked contacts, billing references, and direct hyperlinks to individual contacts. This feature would also allow for the configuration of custom reminders, ensuring that key client details and actionable prompts are prominently displayed to enhance staff efficiency and client service.
Maxine Woodall
supported this idea
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I propose introducing a pre-profile pop-up in Xero XPM to provide immediate access to critical client information, including linked contacts, billing references, and direct hyperlinks to individual contacts. This feature would also allow for the configuration of custom reminders, ensuring that key client details and actionable prompts are prominently displayed to enhance staff efficiency and client service.