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22 results found

  1. XPM - Order fields in the Clients tab

    27 votes

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

    Thanks for sharing your feedback on customising field order in the Clients tab. We appreciate you explaining how this could improve your daily workflows 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.

    Rochelle Louden supported this idea  · 

  2. Clients – Improve XPM client edit screen (whitespace & layout)

    85 votes

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    13 comments  ·  Xero Partner Hub » Clients  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate hearing how layout of the Clients edit screen impacts finding and updating information.

    Since this idea was raised, we’ve made changes as part of the new client experience, including updates to how client information is organised and presented.

    Being upfront here, we don’t have any further plans to change the layout of the Client page. We'll keep a pulse check on the support in this idea as this space continues to evolves.

    Rochelle Louden supported this idea  · 
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