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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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.