Contact List - View contact group and last activity date
In Xero, under All contacts, would be great if we & please add had more columns or choices to add certain column of attributes of the contact showing if they are in a group, and possibly a last action date of last transaction, so that any can be easily Archived, when they haven't been accessed in a long while. Thanks!
5
votes
John Zito
shared this idea
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Andrew Poloway
commented
Under "ALL" in contacts, include a column which shows what group each contact is in. If I create a new contact name while reconciling transactions, the name just goes into ALL. I then have to go into ALL, try to remember which one/how many I recently added then move them into a group. Very easy to miss contacts that belong into specific groups and hard to figure out which ones I havent grouped yet.