Xero Blue | Global Search - By Contact account number
Using the dashboard search, we are no longer able to search by account number and must instead use names. Account numbers are used by thousands of businesses across the country and it's one of my most common client questions.
We can search by account number in the contact screen, please extend this to the dashboard search
Ben Knapp
shared this idea
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Thomas Verfurth
commented
Currently when using the fast search icon on the top right and side of the menu bar in the dashboard, we can only search key items, such as customer name or invoice number. It would be ideal if this function also allowed you to search by customer account number too. Similarly even by customer phone number also. At the moment we need to go to Contacts -> All contacts then search in the field there. If the same search functions in contacts was adopted into the quick search feature that would be great!
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Cheryl Schneider
commented
This afternoon, I searched Contacts by Account Number and found it worked to type in even a partial Account Number to get a list with the correct Contact within the mix.
However, there have been times when I've done the same and get a list of 0 Contacts. Not sure why Xero's Contact Search isn't consistent. -
Edelnet Accounts
commented
Reconciliation - search customers by account number
When matching a payment to a customer, one has to enter the account name to search for customers. Some customers only use account numbers as payment eferences, which cannot be used to search for the customer.
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Timothy Barnett
commented
Lots of integrations (like CRMs, etc) utilise a Contact Code in Xero to make the link between records. Currently, this Contact code is not available to report on, search by, or viewable in Contact export CSVs - the only way you can see it is to go into each individual record.
It would be much better to be able to search and report on this, as we are currently getting an error in the sync module of our CRM, and we cannot find the matching record in Xero without hours of manually opening every Contact record.