Contacts - Ability to select a person instead of company name for all instances of use
In nearly every other business program, a Contact refers to a person and not the business name. The person should be the primary entry entered for contact information, and the business name is an attribute to that person, not the person an attribute to the business as it is currently set up in Xero. We often have to change the specific person (or entity like Accounts Payable) who a quote or invoice or other document needs to go to, and the only way to do that currently is to change the primary person under the business name each time we need to change the person or email. This change would also allow better synchronization with other business programs like Outlook, Hubspot, and many other CRM platforms. Or, another option is to have the ability to select which person from a business should be addressed instead of it only being the primary. We need the ability to select a specific person instead of only the business name is the main necessity.
Joshua Thompson
shared this idea
Hi Joshua, we're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
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We've also found a similar idea that relates to invoicing, so we've added your vote there too.
