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Contact - Sub Categories

Would it be possible to create a contact who is a "sub contact" of an existing contact. For example we perform work for a strata management company. Every invoice is made out to [name of strata company] but the contact details, email address and physical address are all the same - that of the management company. I would love to create [strata management company] as the main contact with all the strata "divisions" they manage below them without having to create a new contact for every single new building. What are my chances?

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Kirsty Scales shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Appreciate where you're coming from with this idea, Kirsty. 

Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time. 

We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow. 

We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned. 

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  • Matt Goode commented  ·   ·  Report

    Many of our clients have multiple project specific groups, so that for a given client we might have "project A" and "project B" - individual projects for the client may have different payment terms, and will almost certainly have different specific email addresses that invoices need to go to - however they use the same entity.

    We currently can't create a separate entity (as the invoice would then not be made out to the correct legal entity), and this means we then have to modify the addressee and payment details each time we invoice this client.

    A few possibilities:

    - add the ability to have a "team" underneath a client, which diverges from the standard client settings (with the ability to select a team as part of invoicing)
    - add the ability to create invoice "project" settings - so that we can customise settings for a project, and then create invoices for a project rather than a client
    - add the ability to separate the NAME of the client (legal name) from the XERO NAME (I believe this is the easiest option, just requires that the business the invoice addressed to comes from a field other than the name field so I can create duplicates for each project where we need them

  • David Belnap commented  ·   ·  Report

    Another major point with this is being able to bill sub clients to the parent client and allocate the one massive check received to all of the invoices from the various sub clients.

  • PlastAG Admin commented  ·   ·  Report

    Hoping that the sub account of a Main account is still being looked at, We have many corporate customers that require a statement to be sent to the main account instead of all the individual sub accounts

  • Christine du Preez commented  ·   ·  Report

    We would really appreciate to implement sub contacts for clients with customers who have multiple branches. This will allow us to manage the invoicing process more effectively. Our goal is to generate a consolidated statement that includes all invoices; however, it is essential that we can clearly distinguish which invoices pertain to each specific branch. This approach will facilitate smoother communication and payment processes while ensuring that all branch-specific details are accurately represented.

  • Louise Middleton commented  ·   ·  Report

    We would love to have a Sub Contact, as we have clients that need to invoice different branches under the same client. The addresses and contact numbers are all different, but we would need 1 combined statement showing all the invoices for the brances on the Main Contact Statement for payment.

  • Patricia Riedel commented  ·   ·  Report

    I have clients who we provide services to who have sub clients. They white label our services. All our invoices need to go the actual client. I would like to be able to add either a sub client to the main client or at least a note that I can see in invoices to be paid, so I can receipt the correct invoice without having to open them all.

  • Ellie O'Sullivan commented  ·   ·  Report

    It would be really great to be able to have subsidiaries in the contacts, especially for customers. My client uses Groups in a different way so they wouldn't be able to use that work around.
    It makes sending statements and looking at the receivables very cumbersome when there are multiple customers that relate to each other.

  • Kirsty Scales commented  ·   ·  Report

    Thanks - I'll have a look at the other work arounds. A "branch" type system would be pretty handy to most people I'd say.