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New invoicing - Don't open new tab when clicking the contact

Dont automatically open a new tab when clicking the contact link in the new invoice or give option to turn this off.
There is Alt+click shortcut on all browsers to do this already.
Making this auto open as default leads to too many unnecessary tabs and attributing to a more messy workflow

7 votes

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

Thanks for your detailed feedback, everyone. We do find that customers have differing expectations of how clicking a link should behave.

With the current behaviour, opening the contact in a separate tab means that users don't lose any information they may have entered in the invoice.

We don't have any plans for changing this in the near term but it'll be good for us to continue to get a sense of the interest around this from our community here. If there are any changes that may impact this we'll share an update with you all here.

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  • Sharon Rowley commented  ·   ·  Report

    Be able to drill into a customer from the invoice without opening up a new window (the way it used to work)

  • Sharon Rowley commented  ·   ·  Report

    If I chose not to lose any work I open a duplicate - at least let us have the choice in our work instead of forcing it on us.

  • Sharon Rowley commented  ·   ·  Report

    New Invoicing - don't open 2nd tab when drilling into client from invoice - this is incredibly frustrating and time consuming. Maybe invite actual users to assist with development so "improvements" work in a live environment.

  • Jordana Gray commented  ·   ·  Report

    This is causing so many tabs. Default should be to open the contact on the existing screen. People can easily open pages in a new tab by right-clicking or middle-clicking (scroll wheel) to open a tab in a new tab. This feature is unnecessary and annoying.

  • Kellie Attwood commented  ·   ·  Report

    I absolutely hate the new invoicing system, this is one of the reasons, if they are going to change something that is perfectly fine the least they could do is make it easier not harder

  • Mike Duke commented  ·   ·  Report

    We have the same issue. Please keep it on the same tab/page

  • Freya Pieroz commented  ·   ·  Report

    Open the link on the same page.

    When I want to open a link on a new page, I can use the standard internet browser option of clicking my mouse's scroll wheel. Or right click and select open in new tab or new window. I expect the standard of left click = open in same tab to be consistent within Xero as it is within the rest of my computer use.

  • Melissa Fowler commented  ·   ·  Report

    When clicking on a customers name within an invoice it now forces a new tab to open to view the customers file. This means you now have multiple tabs being continually opened and forces you to keep closing tabs which is just another useless step added to our workflow