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  1. Practice Manager - Set which fields are mandatory on client profile

    55 votes

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    16 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing this idea and explaining the value it could bring to your practice.

    We appreciate you taking the time to help us understand the benefit of being able to choose which fields are mandatory on the client profile in Practice Manager, especially where practices need more consistency in the information collected for different client types and workflows.

    We’re moving this idea to Gaining Support so we can continue to track interest and better understand how this would help practices in day-to-day use. If this capability would improve your workflow, please add your vote and share more detail about which fields you’d want to make mandatory and why.

    Your feedback helps our team understand the problem and shape future improvements.

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    Cathryn Ward commented  · 

    This enhancement will ensure our firm can meet our compliance requirements and due diligence process.

    Cathryn Ward supported this idea  ·