Settings and activity
29 results found
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9 votes
Thanks for sharing your idea, and letting us know that you would like to see the number of notes displayed on the client view.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Carol Cameron
supported this idea
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40 votes
Hi everyone, thank you for your support on the idea here.
Right now, our product team are looking into the ability to search via TFN from the Client list.
They're in exploration atm, so I'll keep you updated on further progress here.
Carol Cameron
supported this idea
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18 votes
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.
Carol Cameron
supported this idea
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52 votes
Thanks for letting us know the changes that would make a difference for you when working with clients, Christopher.
Our product teams are monitoring feedback through the practice experiences beta closely and I'll be sure to let you know here if there are any improvements planned to enable opening in a new tab.
Carol Cameron
supported this idea
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3 votes
Appreciate there are different flows for when and how you might update this sort of information, Christopher. Thanks for sharing how we could improve this association for you.
We'll keep an eye on the interest of your idea here, and I'll let you know if there are any plans made to accommodate.
Carol Cameron
supported this idea
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2 votes
Hi Arnie, thanks for your feedback as part of the Xero Partner Hub beta.
I can see you're already joined in this idea for the Salutation when adding a new contact and we'll keep you updated on that through the idea there.
I've slightly adjusted the title of your idea here to focus on the 2nd point you've raised for adding a logo so we can get a view of the interest in this too. 🙂
Carol Cameron
supported this idea
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2 votes
Thanks for sharing and feeding back on the change, Megan. I'll share this back with the team. We'll let you know here if there are any further changes planned.
Carol Cameron
supported this idea
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2 votes
Hi Mel! Thanks for the suggestion - Get how this would streamline things for you. Have shared this back with the team so I'll be sure to let you know if there are any updates planned 😊
Carol Cameron
supported this idea
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11 votes
Thanks thanks for sharing this idea about improving contact visibility in the Client screen. We appreciate you taking the time to explain how streamlining access to contact details could help your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Carol Cameron
supported this idea
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28 votes
Hi Megan, thanks for your feedback on the new Partner Hub experience when entering client addresses. Your input is valuable to and appreciated. We have moved this idea to Gaining Support and the Product team will be looking over all the feedback from our customers/partners so they can get a better idea of the experience and functionality of the new platform. Thanks again for sharing this with us.
Carol Cameron
supported this idea
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15 votes
Hi Megan, so we can get a sense of the interest in the two aspects of ideas you noted in this idea I've just split the second to this post so we can track these separately. If there are any plans made for either of these improvements we'll share on the respective idea. Thanks
Carol Cameron
supported this idea
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7 votes
Hi everyone, thanks for your feedback on archiving contacts in XPM. We appreciate you explaining how this could improve your workflow when managing archived clients.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Carol Cameron
supported this idea
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14 votes
Hi, thanks for sharing this idea, about how a Search on these drop-downs would speed things up for you.
We've reviewed your idea and now you can share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
Carol Cameron
supported this idea
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19 votes
Thanks for sharing your feedback on editing salutations within the contact view. We appreciate you explaining how this workflow impacts your day-to-day tasks in Xero Partner Hub.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Carol Cameron
supported this idea
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8 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to make changes to the layout of the client page and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Carol Cameron
supported this idea
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26 votes
Thanks for sharing your feedback on the main entity indicator in XPM groups.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Carol Cameron
supported this idea
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48 votes
Hi everyone, thanks for your feedback on this. We appreciate you sharing how the number indicators for Tax Returns and Notes helped streamline your workflow in XPM.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Carol Cameron
supported this idea
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93 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
An error occurred while saving the comment An error occurred while saving the comment Carol Cameron
commented
Again I agree that this would be an excellent idea for future options with XPM. Many clients have a separate email address just for digital signing. Thanks.
An error occurred while saving the comment Carol Cameron
commented
Yes many clients have separate emails for work, business, home, super fund, digital signing so this would be helpful :)
An error occurred while saving the comment Carol Cameron
commented
This is very important for our digital signing system, which needs a unique email addresses for each of the multiple signing clients.
Some clients will give us an alternate email address just to be used for our digital signing purposes.
It would be very helpful to have the ability to have more than one email address for a client.
Carol Cameron
supported this idea
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26 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
An error occurred while saving the comment Carol Cameron
commented
This would be very useful to be able to search by TFN or ABN or mobile number :)
Carol Cameron
supported this idea
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184 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
An error occurred while saving the comment Carol Cameron
commented
Yes this is a good idea to expand the selection
Carol Cameron
supported this idea
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I would like to see the option for separate email addresses for separate purposes. Thanks