Contacts - Search additional people on a contact record
It would be great if you could view the contact name and primary person when searching contacts, not just the contact name.
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Leah Shangrow
commented
Please expand your search functionality to include additional contacts. What is the point of allowing us to add more than one person to a contact record unless you also allow us to actually FIND them later? It's a silly oversight.
For example. We do semi-automated self-billing and we have a vendor company who happens to have two sales representatives. Both ultimately do business under their company but the documentation comes with the rep's name. This means, that we will only find the company contact if it's the "primary contact" sales rep who submitted the bill. Every single time a different sales rep submits for the same company, a whole new contact record gets created under her name and it doesn't get associated with the company. It delays payment every time. And it's all because no results come up when we enter that additional contact's name.
This idea was put forth in 2022. @KellyMunro can you please update us where search functionality is in the dev pipeline??
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Steve Cameron
commented
Like others I have to look in a seperate database to find all my contacts and their related contacts. The excuse for not having this functionality in Xero is that it might make the search a little bit slower. How about giving the user the option to accept a slight delay in the search, because it will save much more time in having to search elsewhere. How hard can it be????
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Steve Cameron
commented
This would be very helpful for me.
It seems a simple bit of functionality?!?!?! -
Scott Ellis
commented
Please make your search more expandable. In most cases I have up to 5 contact per account yet the search turns up nothing. I have to keep a separate database to look folks up.
Starting to look at options beyond Zero
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Yes, it would be good if we are able to search the additional people by using the search box.
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Joana Mendes
commented
See attached, when I search for the Additional contact name, it does not show. Thanks, Joana
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Kirsty Scales
commented
When searching for a contact I use the email address. Many people have more than one and the current contact set up only allows one of these addresses as the "contact" with the others in "additional people". If the address I am searching is that of an "additional person" it comes up with no contact found. Please could this search include ALL email addresses on the contact card? It would be even better if we could just have all email addresses in one place rather than all these "additional people" which is so clunky.
Thanks -
Sara Russ
commented
Just need a search feature that finds a name. How simple is that? I can search for a phone number, even a partial email address, but I can't find a simple name?!!
So I have to try and remember what company that person works for, who called me up to order some products. They are saved as the primary contact, I can put in their phone number and find them that way but not by typing in their name. It doesn't make any sense!!! -
Donna Humphreys
commented
And add a lot more people. I have customers that have several branches and it's hard to remember which branch belongs to which company. I have to manually check every time I need to invoice for a branch, which company it should go to. Even a tag option would help, adding several searchable tags to a contact??
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Claire Tee
commented
this would make things a lot easier, as some of the payments will be made by the additional contact and we couldn't locate it to the AR.
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Victoria Menhinick
commented
This would make things for us a lot easier too. Would save a vast amount of time if we could see primary person when we view 'all contacts' as well as the contact name. Would be great if an options could be added so we could customise the display for contacts because in our case, we don't need to see the contact details at a quick glance, just the names and primary contact name.