Reports - Add Contacts report to show contact details and contact activity
Contacts report that shows contact details (name address etc) and Activity in last Financial Year.
This would assist in cleanups of multiple contacts / old contacts etc.
Andrew Syme
shared this idea
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Glen Smith
commented
Add Contact Address, Phone number and Email fields to the report column selection for all reports related to invoices, quotes, etc where contact name is available. I send out reminders letters about preventative maintenance to my customers based on the anniversary of the invoice and currently we have to manually lookup the address for every customer which is very time consuming.
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Kamila Zielinski
commented
Running a report by address / phone number / email would be helpful.
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Ben Osborne
commented
Essential report for matching customer data to another system, such as for billing. Particularly where the "Contact code" is in use to connect with an app in the Xero environment.
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Trung G
commented
this is the most basic of customer data that should be available in your reports for users. Other systems do have these reports
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Richard Crew
commented
I would have thought a customer detail listing would be standard
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Judah Kosky
commented
This would be fantastic
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Ebonie Nichols
commented
In addition it is also needed to confirm you have all 1099 data needed when filing? You would want to see that the contact information is accurate and the GL account is posted correctly so the 1099 report is picking up the correct amounts. This report should be a standard canned report for cleanup, reporting and annual 1099 reivew.