4 results found
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AU Contacts
At present, contact details (name, phone, email, bank account information, etc.) can only be viewed or updated by searching and opening each contact individually. This is very time-consuming when managing multiple suppliers and clients.
It would be extremely helpful to have a report or consolidated contact list view that displays all relevant contact information in one place — including name, phone, email, bank account details, and other key fields. Ideally, this report would also allow for:
Bulk viewing of contact information without needing to open each contact separately.
Inline editing or the ability to update fields directly from the list/report…
1 voteHi Anna Maria, while not directly within Xero you can bulk update contacts via an export and import. Just follow the steps in our Xero Central article here. 😊
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Contacts - Add decent length text field to Financial Details section
I would like to add information such as the date their bank details were changed on Xero and whether independent verification of the new details has been done (and how). This is becoming more important as the number of phishing invoices increases. If possible, the capability to attach a relevant document (eg notification from supplier of bank change) but if not possible, then a decent character length text field (as a comparison, the current Reference field is way too short and doesn't allow puctuation).
4 votesHi team, as noted in my last update we don't have any plans for increasing characters for the Financial Details section of a Contact record, however this information could be added as a note to the contacts record.
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Contacts - UK specific address fields in contact record
At present when editing a contact, the fields are in USA format with Zip code and State - it would be much better for the UK if we could see Postcode and County
5 votesHi team, apologies as it appears we may have missed updating this idea with a change we've made sometime ago in contacts.
When editing a Contact record you'll now find that the Address fields are responsive to the Country that is selected. For example if selecting United States you'll be able to enter a State and Zip Code, whereas if you select United Kingdom the fields will be Region and Post Code.
Thanks for engaging with us on this, here.
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Contacts - Include account number or email address in exports
We need to export donations from Xero to our CRM system. However, matching on Name is looking very difficult but we could add either the CRM ID to the Contact record as their Account Number, or their email. However, I can't find a way of exporting a csv containing the date, amount, and either email Account number. Can this be added?
9 votesHi everyone, as noted in my last update it's possible to export contacts and their data from your Xero organisation.
This will include Account Number, email - See our article here.
It sounds like some in this discussion may want the ability to include the Contact Account Number in the emails sent for invoices and we have a slightly separate request for this that you may like to vote on.
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