Contacts - Enable advanced search using tags and group intersections
The idea comes from the desire to add contacts to multiple groups and then search invoices from contacts who are in Group "A" and in Group "B".
However, I think more broadly useful is an entity tagging system. A contact/invoice/etc could have user defined tags.
Search tools (contact search/invoice search/etc) could be improved by allowing for results from the intersection of multiple tags. (See Elasticsearch)
Evan Soikie
shared this idea
Hi Evan, thanks for sharing your feedback. We can see how having more flexible ways to filter customer groups could make it easier to manage larger contact lists, reporting, and searches.
There are a few existing features in Xero that may help, depending on what you’re trying to achieve.
- Contacts can be added to multiple Contact Groups, and you can use report filters, such as in the Receivable Invoice Summary or Payable Invoice Summary reports, to narrow results using different group combinations.
- For more detailed financial segmentation, Tracking Categories can also be used to organise and report on transactions across dimensions like department, location, or business unit.
If you need help utilising these features in a way that will suit your business needs, feel free to reach out to our support team for more assistance.
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Evan Soikie
commented
I was not aware of this feature, I will explore it. Thank you.