Contacts - Allow multiple addresses for a single contact record
Ability to create and save multiple addresses for a single contact record
Purpose: Allow customers to map customer & supplier details against a single contact record
Hi everyone, we appreciate wanting an update on multiple addresses.
As many will know here this idea requires a complex solution. We have 12 different products within Xero that rely on contact data as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero.
To build multiple addresses, we need to upgrade the technology across all these areas at Xero to make it feasible. However, as you’ll have experienced in some areas already, it's good that the work is well-underway now.
Recent change to Contacts reaches a milestone on our work beneath the surface to upgrade and prepare these products for new features. You’ll see more upgrades happening across Xero that’ll continue to help enable this work.
As things progress, there’ll be opportunities for some of you to support us with usability testing and we look forward to showing you more work underway.
Emma (Accounts) Rosenblatt commented
Another way Xero could design this is to have multiple sub contacts under a main contact. For example McDonald's is the main contact but then you have McDonald's - Brisbane CBD as a sub contact. Just a thought...
Graham Tottle commented
378 votes and 10 months and still nothing from Xero. Kelly Munro stated in September that Xero are working on it, but nothing since then. This is unacceptable in terms of basic customer service in A) sorting out an issue that so many are being inconvenienced by and B) updating their clients as to progress. I am really not interested in excuses from Xero about how complex their systems are, we need solutions not excuses and platitudes. I find it inconceivable that Xero do not have coders / IT specialists who could sort this out quickly if there is there is actually the will to do it.
Maybe it's time to take to Twitter (@Xero) to advise potential new clients how poorly their customers are treated......
Excel Pumps commented
Quite a critical issue in my opinion. Running a small business we have to be as efficient as possible and use our time wisely.
We have several clients with multiple delivery addresses, and each time we invoice, we have to change the delivery address- which is INCREDIBLY time consuming and hinders our work efficiency.
I am fully aware we can make an individual 'Contacts' list for the same customer and allocate individual addresses, however this will then require separate monthly Statements etc, which again is not the most effective and seamless way to run a business smoothly.
John Wyllie commented
Can we get an estimated date when this might be available, this is very frustrating for a significant number of users and has been on the to-do list forever.
I have read the statement above that suggests it's being looked at, but it's still very non-specific as to when we might actually see something.
Peter Williams commented
Have a customer with 60 site addresses - have to work outside Xero to keep customer accounts dept. happy.
This subject has been talked about for a long time - when wiill we see some results?
Freya Pieroz commented
I've had to workaround this issue with separate contact cards for each site (and in some cases, for each project with a different person that invoices need to be marked attention to)... That then requires custom reports and statements.
Christine Carsboult commented
This is really needed for our business. With multiple suppliers delivering to multiple sites and delivery instructions required on each. At the moment we have to type each one individually - very time consuming
Nino Driussi commented
We will not jump on-board till this issue is addressed
Mike Schwede commented
A classic important detail: Most of our customers have a contract address which is different to the invoice address. So this is really needed.
Gina Klimasauskaite commented
Now waiting over 3 years for this update, clients cannot believe that old basic systems had this functionality but Xero platform not even getting close to looking into this matter in UK
Jill Fechner commented
https://central.xero.com/s/learning-assignment/a3O3m000007UcgnEAC/lea31109729 noting your learning still references the single page contact form !!
Jill Fechner commented
The ability to change the primary contact without re-entering it would also be appreciated. Contacts change all the time, I should be able to mark another contact as primary which unchecks the existing primary person.
Margie Adams commented
I'm in agreement that I would like to see the delivery address as part of the invoice rather than at the contact level - to be filled in for each shipment, stays with the invoice. (Like Quickbooks). The contact could have a default delivery address, and possibly a drop-down menu on the invoice creation for using "default", or existing additional delivery addresses, or "create new". And then have that delivery address visible on the invoice. Awaiting anxiously.
Benjamin Patton commented
Hello Everyone ,
As far as i can see nothing has been done for this to be actioned.
Xero team please correct me if I am wrong.
In my frustrations with this i have been following closely what changes have been made and in my opinion the only changes that have been made are for the Accounting / Tax side of the software.
As many of you will probably agree we moved from a competitor (that did allow multiple delivery addresses) on the advise of our Accountants ...
Therefor all i can suggest is what i am doing and putting pressure back on my Accountants to send requests to Xero to get this changed or at least a seriously high priority on this matter.
Chris Rogers commented
Where did you hear that's it's being implemented? It would be great news if it is.
Antony Walker commented
Great to hear that this basic (on the face of it) functionality is being implemented, it needs to be done thanks.
Ebba Gillard-Rosier commented
I want one account/customer who I then can pick from their multiple (up to 10) delivery options.
Gordana Majeric commented
I agree, as I find it difficult to remember that some customers have different delivery address to billing address. Also, I don't find practical ticking the box every time to include the delivery address. The tick box option could be used to exclude the unwanted address.
Stewart Elsegood commented
we have noticed the recent change in Conacts to allow Deliery addresses as well as billing addresses...great start...but unworkable as the delivey address becomes part of the Invoice address...just with the Itlaicises ATTENTION and the details..
Why cannot we just select the Billing Address or the seperate Delivery addresses as some of our customers have delivery to different addresses.
Michelle Papamichael commented
When viewing invoices that have been entered using "new invoicing", it would be extremely useful to have the Delivery Address appear on the New Invoice Screen in a similar manner to New Bill Screen. Saves time when having to go back through multiple invoices for one customer with different delivery addresses, to more easily resolve invoice dispute or delivery address enquiry!