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  1. XPM Permissions - Separate permission for 'Edit Client Notes'

    10 votes

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    1 comment  ·  Practice tools » Clients  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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    Eddie Roberts commented  · 

    Introduce a separate permission for "Client Notes", allowing users to:

    view client record
    add/edit notes
    without needing full edit access to the entire client record

    This would align with how "Job Notes" already have more granular permissions and improve control over staff access.

    Eddie Roberts supported this idea  · 

  2. Practice Manager | Clients - Add columns

    23 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Eddie Roberts supported this idea  ·