Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. XPM - Be able to look up client based on their client code

    30 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  9 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Leslie Sanderson commented  · 

    Client codes are a vital filter for practice management.
    It should not be necessary to search by entity name.
    Additionally, alphabetical order by first name or word is a poor method of organising client entities. This should never be the only option when using the drop-down function when creating a new job.

    Leslie Sanderson supported this idea  ·