Customizable Contact Report
It would be good to be able to run a contacts report that is customizable i.e. to be able to run a report that shows what contacts don't have bank accounts entered or that don't have GST numbers entered. So that we could click into the clients from the report and update them.
1
vote
Carmelle Blair
shared this idea
Hi Carmelle, this sort of level of detail from a contacts record is not available in a report format, however you could export your contacts from Xero where you'll see all this data and can update details to then re-import into your Xero organisation and update multiple contacts at once.
