From early November 2022, we’ll be updating some fields in Xero Apply Supervisor (XPM) and Xero HQ. That is all a part of our work to give you a extra unified shopper report sooner or later, so you’ll be able to take pleasure in a seamless connection between our apply instruments.
What’s altering in XPM and Xero HQ
Over the approaching weeks, the fields in your apply instruments will look slightly completely different. Right here’s an outline of what’s altering and when.
From 1 November 2022, the first title and final title fields in your Xero Ask e mail template shall be changed with one single title discipline, which is able to embrace the complete title of your contact.
The next adjustments will come into impact from eight November 2022:
- XPM can have a compulsory show title discipline for particular person and sole dealer shopper varieties that may be edited, as an alternative of an auto-generated discipline which you could’t edit (first title and final title fields will stay, however shall be non-compulsory)
- First and final title fields for contacts in Xero HQ will turn into one single title discipline fairly than two
- A brand new show title discipline in Xero HQ will now be necessary for particular person and sole dealer shopper varieties (first title and final title fields will stay, however shall be non-compulsory). For related practices, earlier shopper checklist settings from XPM will even be mirrored in Xero HQ
- Relationships in Xero HQ will now be often called extra contacts to match the language utilized in XPM, and situated within the sidebar on the suitable as an alternative of the navigation bar on prime
Most adjustments will apply to particular person shopper varieties (like sole merchants) and contacts you add or edit from eight November 2022 onwards. Relationship adjustments shall be accessible to all shopper varieties. You gained’t have to return and edit any present data and no present entries will get misplaced.
How show names will seem for present particular person shopper varieties
As soon as these adjustments take impact, your show title for present particular person shopper varieties shall be in the identical format as your shopper data. So when you have a shopper saved as ‘Final title, First title’, then the show title discipline for that shopper will seem in the identical order.
When you discover some inconsistencies in how your shopper names are showing, we recommend enhancing the impacted data manually. When you’d wish to edit them in bulk, you’ll be able to manually export and re-import your shopper checklist in your most well-liked format. When you’d wish to standardise your shopper checklist forward of those adjustments on eight November 2022, you’ll be able to replace your settings.
Unlocking extra worth from our apply instruments
This replace is one other essential step we have to take to provide you a extra constant and streamlined expertise throughout our apply instruments. We all know these adjustments could take some getting used to, however we consider that taking the time to do it proper will imply a greater end result for you in the long term. We’re deeply dedicated to delivering this and thanks to your endurance as we work in the direction of this objective.