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

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

    Hi community, thanks for letting us know the importance Partner and Manager visibility is for managing client access and your practices day-to-day work.

    Our teams are currently developing Partner and Manager filters for the Client list, as well as making them available as optional columns, so you'll soon be able to quickly find clients and see responsibility at a glance.

    I'll keep you updated on it's delivery 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  ·