Invoicing - Quickly access full Contact Card from the draft Invoice
In New Invoicing, the Contact field shows a summary popup of the selected Contact. Some details can be quickly edited (name, email, address, phone).
However, there is no link to quickly navigate to the full Contact Card stored in Xero.
It would be helpful to be able to jump directly from the Invoice to the full Contact stored in Xero - eg if more details edits need to be made to the Contact, or to view the Contact's full details. If a link is provided this should open in a new tab to avoid losing the Invoice context.
Currently the only way to do this is to navigate to Customers or All Contacts via the Contacts menu, then find and open the relevant Contact Card. A quick link from the draft Invoice contact field would save several clicks and navigation overhead.
Ben Thorn
shared this idea
Hi Ben, while you can't edit all fields of a contact within an invoice it is possible to navigate to the contact record from the invoice.
You just need to click the small box with an arrow icon which will open the contacts record in a new tab for you to be able to edit as needed. 🙂
