Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Advisory Directory - expand to include more details from the inquirer.

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Practice tools » Practice management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Appreciate you raising this idea. We understand the request to include more detailed required fields and a custom message on the Advisor Directory inquiry form. Having more context about an enquiry could make it easier for advisors to understand the prospective client's needs and identify genuine enquiries.

    I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and let us know what information you’d find most useful to collect from prospective clients.

    Jamie Whitener shared this idea  ·