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3 results found

  1. Xero Partner Hub - Access to Job from Timer

    1 vote

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    0 comments  ·  Xero Partner Hub » Jobs  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback, Mel. Good to be getting this feedback on the improvements that could make Xero Partner Hub better for you 😊

    I've shared this back with product and I'll let you know if there are any updates.

    Melanie Morris shared this idea  · 

  2. Clients - Ability to merge contacts

    11 votes

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    5 comments  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Great to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.

    We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.

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    Melanie Morris commented  · 

    Hi me again - Can I please clarify is this for contacts or Clients as we can merge clients in HQ ( I see today :)

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    Melanie Morris commented  · 

    +1 for this idea. It is easy to create clients when onboarding or not adding to the practice when accepting a Xero invite.

    Melanie Morris supported this idea  · 

  3. Clients - Sync Partner and Manager from a Job with clients

    1 vote

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    0 comments  ·  Practice tools » Clients  ·  Admin →
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    Melanie Morris shared this idea  ·