Settings and activity
3 results found
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129 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.
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Gemma Wagner
supported this idea
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53 votes
An error occurred while saving the comment Gemma Wagner
commented
This is a much needed feature!
Gemma Wagner
supported this idea
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9 votes
An error occurred while saving the comment Gemma Wagner
commented
Just a simple press of a button that can copy exactly what has been set as the physical address for the postal address. The retyping or even copy paste option is not time efficient
Gemma Wagner
supported this idea
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Since the latest XPM update, we’ve noticed that the option to bulk-update related client addresses after changing the an address appears to be missing. Previously, this feature was extremely useful for quickly updating multiple related clients who shared the same address.
We rely on this functionality to keep client records consistent and save significant admin time. Without it, we now need to update each related client manually, which is inefficient and increases the chance of inconsistencies.
This feature was a real time-saver and an important part of maintaining accurate client data across groups.