Settings and activity
36 results found
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12 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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37 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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10 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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27 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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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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71 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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108 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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197 votes
Hi team, as we continue shaping our product plans, we wanted to come back with an update here. While this is something we may revisit in the future, we want to be transparent that there are no plans to develop additional custom relationship types this year.
We’ll continue to keep an eye on the level of support for this idea, but we also wanted to be upfront with you now. If anything changes, we’ll be sure to share a further update.
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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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.
An error occurred while saving the comment Carol Cameron
commented
This is so important as the spaces make it easier to read the numbers.
Also very few people have a fax machine now so we need to replace that field with a mobile phone number field including the spaces please :)Carol Cameron
shared this idea
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29 votes
An error occurred while saving the comment Carol Cameron
commented
This would be very helpful in administration management
Carol Cameron
supported this idea
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2 votes
Thanks for submitting your idea on Xero Product Idea's, Lina. We appreciate you taking your time to share changes that would be most meaningful to you.
Can see how this would help you work more efficiently. It's not something we have direct plans around right now, but we'll start to get a view of the interest from the community through your idea here.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
Carol Cameron
supported this idea
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10 votesCarol Cameron
supported this idea
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2 votes
Thank you for sharing your valuable suggestion and clearly outlining the specific changes that matter to you. We've reviewed your idea, and it's now officially open for the community to champion and support! To maximize its visibility and potential, please share it with your colleagues who would also benefit so they can add their vote. Beyond voting, other members can now comment to provide additional detail on how this improvement would enhance their experience with Xero.
Carol Cameron
supported this idea
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25 votes
Hi team, we appreciate wanting to be able to see this information more readily available. While we continue to get a sense of the interest in this through the idea we'll let you know here if there are any changes planned.
Carol Cameron
supported this idea
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23 votes
Hi Jo, thanks for sharing this great idea for improving practice efficiency. We understand how valuable a better audit trail and a more streamlined process would be for keeping client details up-to-date.
We've reviewed your suggestion to have client information updated in XPM, such as addresses or bank details, sync directly with the ATO Portal. This idea is now ready to gain support from other community members.
Along with votes, others can now comment to share how this direct integration would improve the workflow and data accuracy for their own practice. 🙂
Carol Cameron
supported this idea
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27 votes
An error occurred while saving the comment Carol Cameron
commented
We really need this function :)
Carol Cameron
supported this idea
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I would like to see the option for separate email addresses for separate purposes. Thanks