What type of details should you enter about clients in Xero HQ?

In Xero HQ, entering key contact details and other relevant information about clients is essential for maintaining effective communication and providing personalized service. This information typically includes names, addresses, phone numbers, email addresses, and any other specific details that can help manage the client relationship effectively. By having a comprehensive set of client information, businesses can ensure that they cater to clients' needs promptly and appropriately.

Including just names and phone numbers limits the capability to offer tailored services. Financial data alone does not encompass the holistic view of the client, which is crucial for relationship management. While capturing client preferences and feedback is important for service improvement, it is only one aspect of client relationship management and does not represent the full scope of vital information that should be recorded. Thus, the correct approach emphasizes the importance of a broader set of relevant details to enhance client relationships and overall service delivery.