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Monday, January 29, 2024

We’re making changes to some fields in our practice tools

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From early November 2022, we’ll be updating some fields in Xero Observe Supervisor (XPM) and Xero HQ. That is all a part of our work to give you a extra unified shopper document sooner or later, so you may take pleasure in a seamless connection between our observe instruments. 

What’s altering in XPM and Xero HQ

Over the approaching weeks, the fields in your observe instruments will look a little bit totally different. Right here’s an summary of what’s altering and when.

From 1 November 2022, the first title and final title fields in your Xero Ask e-mail template will probably be changed with one single title area, which can embody the complete title of your contact. 

The next adjustments will come into impact from 8 November 2022:

  • XPM can have a compulsory show title area for particular person and sole dealer shopper sorts that may be edited, as a substitute of an auto-generated area which you could’t edit (first title and final title fields will stay, however will probably be non-compulsory)
  • First and final title fields for contacts in Xero HQ will develop into one single title area somewhat than two
  • A brand new show title area in Xero HQ will now be necessary for particular person and sole dealer shopper sorts (first title and final title fields will stay, however will probably be non-compulsory). For related practices, earlier shopper record settings from XPM can even be mirrored in Xero HQ
  • Relationships in Xero HQ will now be often known as further contacts to match the language utilized in XPM, and positioned within the sidebar on the appropriate as a substitute of the navigation bar on prime

Most adjustments will apply to particular person shopper sorts (like sole merchants) and contacts you add or edit from 8 November 2022 onwards. Relationship adjustments will probably be out there to all shopper sorts. You received’t have to return and edit any current data and no current entries will get misplaced.

How show names will seem for current particular person shopper sorts

As soon as these adjustments take impact, your show title for current particular person shopper sorts will probably be in the identical format as your shopper data. So you probably have a shopper saved as ‘Final title, First title’, then the show title area for that shopper will seem in the identical order. 

In case you discover some inconsistencies in how your shopper names are showing, we advise enhancing the impacted data manually. In case you’d prefer to edit them in bulk, you may manually export and re-import your shopper record in your most well-liked format. In case you’d prefer to standardise your shopper record forward of those adjustments on 8 November 2022, you may replace your settings.

Unlocking extra worth from our observe instruments

This replace is one other essential step we have to take to provide you a extra constant and streamlined expertise throughout our observe instruments. We all know these adjustments could take some getting used to, however we imagine that taking the time to do it proper will imply a greater final result for you in the long term. We’re deeply dedicated to delivering this and thanks on your endurance as we work in direction of this purpose.

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