Support Separate Client Display Name from Connected Accounting File | Voters

Support Separate Client Display Name from Connected Accounting File

complete

Jess Gibson

New field to store client name - currently uses the connected accounting file name which may not be the same as the client name that the business uses. A field to store the client name would be useful

November 12, 2023

Sunniva Andersen

marked this post as

complete

You can now rename

any

client to a preferred display name! Read more about this new feature here: https://roadmap.xbert.io/changelog/new-features-ability-to-rename-any-client-in-xbert-ability-to-review-your-custom

Aaron Wittman

marked this post as

planned

Aaron Wittman

marked this post as

under review