← Share and support customer ideas for Xero Settings and activity 1 result found Practice Manager - Set which fields are mandatory on client profile 53 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea submitted · 14 comments · Practice tools · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Submit Rating An error occurred while saving the comment Rebecca O'Brien commented · 15 January, 2026 · Edit… · delete… This enhancement is crucial as it will prevent critical fields being missed - no brainer for the team who create new client files. Save Submitting...
This enhancement is crucial as it will prevent critical fields being missed - no brainer for the team who create new client files.