Contacts - Add a dedicated 'Portal' link field
Many of our Customer and Suppliers now insist we use their portal to submit queries statements remittance advices etc.
It would be useful for there to be a portal element like the E mail contacts in the Contact record. If this could be visible and actionable from the header it would be nice so we can click it and go straight to their portal from the contact.
2
votes
Grantley Ford
shared this idea
Hi Grantley, you can already do this in Xero! Just use the Website field in the contact's record to add the portal's URL. We have a bit of help around this in Xero Central here, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊