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  1. Tracking Categories - Increase maximum number of active tracking categories and tracking options

    More Tracking Categories Fields: please would you consider increasing the number of Category fields? Currently there's only 2 fields and in a situation where you want to track complex sales cycles and sources, this is not sufficient.

    For example - tracking a referring business, a partner account manager, a salesperson and a client account manger.

    Having categories allows to perform calculations of revenue generated, its sources etc.

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    61 comments  ·  Tracking categories  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for sharing how the current tracking limits impact your reporting and tracking of different aspects of your business and processes. We know this is an important capability.

    We’re exploring how we might tackle the needs in this idea and enhance Tracking Categories for the future.

    While we can't commit to developments at this stage, we want you to know we hear the support and feedback from our community on this.

    We’ll provide another update as the direction for this feature becomes clearer.

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