Settings and activity
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62 votes
Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.
We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.
We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.
We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.
Our aim is to give a clearer…
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55 votes
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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Rebecca O'Brien
commented
This enhancement is crucial as it will prevent critical fields being missed - no brainer for the team who create new client files.
Can you please reinstate the ability to bulk update clients addresses when in a group? Having to open each client within a group and update individually is extremely time consuming and inefficient. Everyday I ask myself, why did xero fix something that wasn't broken...