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 community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
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. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression.
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Parkside Gardens commented
This has taken some time, it would also be good to have an option for landlord option, for example mr Jones owns 3 apartments 2 house, he can be involved for all service charge for these instead of having multiple customer.
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Pauline Hanna commented
Thank you for the update Kelly as we are needing this feature for our business. It would be good if the multiple delivery address synced with Workflowmax too.
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Geoff Bower commented
I first commented on this thread about the need for the ability to assign multiple prices for a product across different customers.
I have one product that 10 customers use - I have had to create 10 different product codes in order to have that price available on the system, even though its the same product.
e.g A price for Customer 'A', I have code 9999A for $xx
Customer B has a different price, so I have code 9999B - the exact same product but now with Price $yy
To work out how many of product 9999 I've actually sold in total I need to export to Excel and run formulas.
I have 65 different products I am doing this with - we're up to about 4000 codes to cover it all.This thread seems to have morphed into multiple addresses per customers.
We need both! -
Lina .Lee commented
Hope to see the solution live soon. It's a common feature in all software.
Thank you for your speedily work on it to solve it.Thank you
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Emma Rosenblatt (Accounts) commented
Thank you for the update Kelly! Can't wait to see how the feature functions.
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Emma Rosenblatt (Accounts) commented
Please upgrade this asap!! If the technology needs upgrading for such a simple feature then this should be priority otherwise how else will anything be upgraded. Really considering moving to MYOB...
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Graham Tottle commented
So by now, you will all have received a message from the new CEO at Xero, Sukhinder, in which she suggested that if anyone had an issue that they thought would merit her personal attention, they should write to her directly.
So I did, regarding the (lack of) progress and communication on the issue of multiple delivery addresses (about which some 417 of us have now written). The reply I received is below.
Given that I was actually complaining about the people who deal with (ignore) issues sent through Xero central / product ideas - I am now waiting for a reply from.... (drumroll).... the very people who I was complaining about - who continue to ignore me, because, despite another week passing I have not received a reply.-----8<-----
Thanks for reaching out to ceo@xero.com - I love hearing from you and getting your feedback.
Emails to this inbox will be monitored by the Xero team and we’ll do our best to respond where possible.
If you have a support query, please continue to reach out via Xero Central. For all feature requests and product ideas, please go to Xero Product Ideas.
Best wishes,
Sukhinder and the Xero team
------8<-----
For anyone interested - the transcript of my e-mail is belowThis is not customer service - it's rudeness.
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May I take the opportunity to congratulate you on your appointment and thank you for your introductory e-mail, which has arrived at a particularly opportune moment as I have become increasingly frustrated with the lack of feedback and basic customer service from Xero over recent months.
Writing comments and suggestions via Xero Central seems to be like shouting into a void. One particular issue that has been ongoing for almost a year now concerns the facility (or rather the current lack of it) for multiple delivery addresses to be stored for each contact, a facility supported now by over 400 of your clients. If you look at the timeline, there has been only one response from Xero (in September 2022) in which we were all told by Kelly Munro that Xero were working hard behind the scenes…. but nothing since. Having posted to the forum again in January and still not received a reply, I took to Twitter as follows:
@Xero
still no update on multiple delivery address capability - ongoing for a year. 400 of your users have told you this is crucial, but no comment from Xero since 11 Sep 2022. Ignoring your customers is never a good idea.
Replying to
@graham_tottle
@graham_tottle
Thanks for the prompt and feedback. We're not ignoring you ... there is no further update. Per the post from us in September, we're undertaking work behind the scenes which will allow us to more easily add new features and ideas like this. ^OGFrom a customer’s point of view, these replies are somewhat condescending and patronising. It is unacceptable to be “kept in the dark” in this way with no timescale for Beta testing or implementation mentioned. To be told that “it’s complicated and we are working on it” is just not good enough. I believe that we are entitled to expect better.
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Ani Gordon commented
We just want to be able to add multiple contact email addresses for a single customer- so accounts@ then john.smith@ and sales@ purchasing@, so that it's easy to contact a specific person when required. I cannot believe that something that a basic Sage package which I previously used for almost 20 years, had the ability to do this, but Xero doesn't.
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Paul King commented
I think xero is overthinking this. The way it works in quickbooks and others is you can freeform paste in a shipping address during invoice creating. Since our clients jobs (contruction) go from address to address, it is not important to keep this info in a record beyond just the invoice.
Let me repeat: we have customers where the shipping invoice is NEVER the same and it changes EVERY bill.
What most people are doing now in xero is adding it to the reference field or pasting in a "freight" item line. So why not just have an optionally-filled ship to line that can be pasted into as customers are already doing with these workarounds??
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Hendrik Jap commented
Now we have the ability to add multiple emails per contact. I don't see see why this has not been implemented yet!
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David Faulder commented
The solution I am using is different branding themes with the recipients name written into it on the template. This allows me to get by to a certain extent but there is a limit to the amount of branding themes you can have.
I have one large customer with two addresses and over ten different individuals I need to send quotes to on a regular basis. This is very frustrating
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Brendon Farrell commented
To me, this is a crucial matter because I need to send invoices to numerous departments at the same company, each with its own unique contact person and email address. Currently, the only solution I have found is to create multiple versions of the company with slightly different names.
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Emma Rosenblatt (Accounts) 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...
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Charles Hewitt commented
Really helpful to have a customer field for how to present an invoice.
Many of our customers use various supplier portals (each with their own url and login details etc) others require invoices to be sent to a specific email address. It would be very helpful to have a free text field in the Customer attribute to allow us to record how invoices should be presented to the specific customer. The field should be large enough to support a URL, username and password and some free text if necessary. -
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. -
Nathan Mullenbach commented
The only workaround I can think of for the time being is to create a group per customer and add contacts into that group. It's a little bit frustrating to have to do this, especially after switching from Quickbooks Desktop, which has an even more frustrating contact structure.
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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. -
Anne Norman commented
Greg, I totally agree with you. Regretting moving from Reckon Desktop. Xero has created twice as much work for me, without the basic functionality that even Open Source packages have. We have one customer that may have 100 different site addresses in one year, and Xero is creating a nightmare.
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Greg Rostron commented
Just spent ages trying to figure out why I can't have multiple customer names/addresses for the same business. Now I find out this isn't supported!!
Sorry but this is a pathetic oversight. I'm now regretting migrating to Xero from MYOB.
This is a MUST HAVE FEATURE!