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  1. Practice tools - Filters for Client Partner and Client Manager

    34 votes

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    15 comments  ·  Practice tools » Clients  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your feedback and support on this idea.

    As you'll have noticed we've released our new unified client and staff experience that combines the experiences across Xero Practice Manager and Xero HQ.

    You'll find more filter and column options for the Client list.

    Though Client Partner and Client Manager aren't filters that can be added at present our product team are aware of the interest for this and will consider this enhancement as they continue to plan their roadmap. We will share any updates with you here.

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    Georgie Sohos commented  · 

    OMG so need to see who the partner or manager is a glance and also to be able to filter by that.

    Georgie Sohos supported this idea  ·