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

    8 votes

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    1 comment  ·  Practice tools » Clients  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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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

    21 votes

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