Enter your idea

Hi everyone, we thoroughly appreciate your feedback and support through the idea here. We understand that the changes made to introduce tabs when adding or updating contact information, while has been great for users with simpler needs, is not always the easiest for our more experienced customers.
I’m really pleased to share that our product team have been monitoring your feedback and are currently working on bringing back a single page for editing contact details, with the added benefit of using the tab selections on the left panel to go directly to your chosen section on the contacts add/edit page – so it’s the best of both worlds.
We know that a lot of other ideas for contacts had been covered in this thread initially and still encourage you to vote for those individually via the links Kelly posted below. For now though, the original idea to be able to edit and view all contact info on one page is being worked on, and at this stage expect it to be ready well before the end of the year.
We’ll pop back when we have more news!

Hi everyone, we appreciate all the valuable feedback and ideas shared regarding our Contact layout changes. We understand that the ability to easily add or edit a contact is crucial to your workflows, and your suggestions will be considered for future improvements.

While we do not have any plans to return to the previous layout, there are many ideas which have been raised here which already have product ideas threads below. We encourage you to support and follow ones you’d like to stay engaged with;

- Contact – Having custom fields on invoices and contacts
( https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960422-contact-having-custom-fields-on-invoices-and-con ) – Navigation – Buttons at top to navigate between pages of a lis ( https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44988619-navigation-buttons-at-top-to-navigate-between-pa ) t
- Contacts – Allow multiple addresses for a single contact record
( https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45150577-contacts-allow-multiple-addresses-for-a-single-c ) – Contacts – Different default email addresses for different transactions in Xero
( https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960884-contacts-different-default-email-addresses-for-d ) – Contacts – Search contacts by mobile number
( https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45082975-contacts-search-contacts-by-mobile-number ) – Contacts – Ability to add ‘title’ for people on a contact ( https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45765436-contacts-ability-to-add-title-for-people-on-a ) record ( https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45765436-contacts-ability-to-add-title-for-people-on-a )

In the meantime, we want to highlight some features that may help streamline your contact management. The create new icon and shortcuts ( https://central.xero.com/s/article/Menus-icons-and-tabs-in-Xero ) can be accessed from the top blue navigation bar, allowing you to easily create a new contact or access all contacts from almost any screen in your organisation.

Additionally, we understand the importance of contact notes and are excited to share that our team recently delivered a new field in the Contact details section, allowing you to easily add, edit, and view notes for a contact ( https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44988703-contact-notes-section-that-s-visible-within-all ) from the right-hand panel of the Contact record.

While we appreciate the wide range of topics that have been discussed here, it’s become a catch-all place for discussing various ideas that are already captured in other threads. To ensure that threads remain focused and ideas are discussed in the appropriate places, we have decided to close this thread.

We want to emphasize that this decision is not a reflection of our appreciation for your feedback or engagement. We remain committed to gathering and considering your suggestions for improving Xero, and we encourage you to continue sharing your ideas in the appropriate threads.

Thanks again for your support and engagement in Product ideas.

Thank you for all your feedback and impressions of the new contacts add/edit screen.
We can ensure you that the team’s designs and flows were thoroughly tested with customers prior to release and there were strategic reasons for why things were designed the way they were. Still, sometimes things are picked up through the release of change to a full page like this, and it’s been really good to get feedback from our community to help highlight areas of attention and opportunity.
The team have made changes that will have resolved some points raised in feedback here and we’ve noted these below;

• ABN field now sits above the ACN field within Contact details
• Change to the requirements for entry of bank details so you can input data the way you’d prefer (this should have also resolved issues with processing of batch payments)
• All fields of your contact will now trigger in line detail to be shown for error messages
• Flow for Save – When adding or updating contacts you’ll need to make sure all required fields have been filled before you can save, however you can go through all contact tabs before you need to save. Details you enter from one tab to the next, will hold
• Keyboard navigation – when you ‘Tab’ to a field you’ll need to make a selection, however you can do this by simply using the up & down arrows and pressing ‘Enter’ before tabbing to the next
• Invoice/Bills due date is ‘0’ –  Entering ‘0’ will ask you to pick a # between 1 – 31, however if you leave the contact Invoice/Bills due date blank, this’ll default to ‘0’ when you Save
• Removal of skype – Skype has been discontinued by Microsoft since mid 2021. We’ve removed this field as part of the new design, due to its low and dwindling usage. You can retrieve details saved in this field from the contact overview page or through an export.
• Most recently we shifted the Contact Account Number field to sit within Contact details, beneath the Contact Name

A few ideas have also been raised and we’ve shared links where you can join, support and follow in each. We know there are more ways our community would like to see contacts evolve and recent work is a stepping stone toward achieving some of these.

• Xero Blue | Global Search – Search Contacts by address and phone number ( https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44988691-xero-blue-global-search-search-contacts-by-add )
• Contacts – Allow duplicate contact names ( https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960665-contacts-allow-duplicate-contact-names )
• Contact – Business Number (ABN) verification check ( https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961337-contact-business-number-abn-verification-check )

We appreciate the interest in a one screen approach and reasons for this here. When considering the old design – Previously the contact field was huge (75 fields) and involved a lot of scrolling.
With the new we’ve organised related info on the same page, and customers have told us they found the new design cleaner and easier to navigate.
There’s no immediate change planned for this idea at present, but we’re continuing to monitor and take in feedback about the Contacts add and edit screen on the idea here.