Settings and activity
8 results found
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19 votes
Thank you for sharing your idea about making client, job, and contact names clickable in all areas of XPM/XPH. We’ve heard consistent feedback from our partners and users that this would improve efficiency, and workflows.
We want to acknowledge that this feedback and we recognize the value of this suggestion and are keen to see how much support it receives from the wider community. If this is a feature that would make a difference for you and your team, please add your vote and share your specific use cases in the comments. Your input helps us prioritize what matters most to our customers as we continue to evolve XPM and XPH🌟
Fiona Skrzypnik
supported this idea
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22 votes
Thanks for your feedback on the new layout of Jobs, Chris! It's really good to hear how this is landing with beta participants and where you see we could further improve this for you.
Fiona Skrzypnik
supported this idea
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33 votes
We appreciate you sharing feedback on the beta experience, Carol. We'll begin to get feedback and support for this through your idea. Our product teams are keeping a close eye on this forum and I'll be sure to share if there's any change planned
Fiona Skrzypnik
supported this idea
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44 votes
Appreciate you letting us know how filters on the Jobs widget in the new XPH homepage would be useful.
We're keen to get a better idea of the number of users that'd also find this helpful. Feel free to share the link to this idea with other colleagues that'd find this useful too!
We'll share if there are any updates for you here.
Fiona Skrzypnik
supported this idea
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79 votes
Thanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.
Fiona Skrzypnik
supported this idea
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82 votes
Hi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.
If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!
Fiona Skrzypnik
supported this idea
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85 votes
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.
An error occurred while saving the comment Fiona Skrzypnik
supported this idea
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117 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
Fiona Skrzypnik
supported this idea
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I feel like there is too much white space in a lot of the new screens, but particularly in the job information page - this is so much harder to read & use, there are no clear sections or headings (especially when custom fields are being used) making it very messy and confusing.