Contact | Ability to add phone number for persons of a contact record
Have the option to add individual contact numbers as well s emails for each additional contact from separate departments
Toni-Marie Bartlett
shared this idea
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
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Emma Rosenblatt (Accounts)
commented
It would also help to make specific contacts only available to receive certain emails. For example, if quotes were sent to Company X (main contact card in Xero) and Bob (sub-contact card) from Company X is in charge of approving quotes, then I don't want to send the quote to every contact that has the email check box ticked. Secondly, I only want to send invoices to John per se because he is the person from Company X who approves and processes payments.
Each header contact needs to be able to have sub-contacts who are in charge of different departments and therefore are linked to different areas such as POs, quotes, invoices, and bills - they need to receive what is only relevant to them and their role. This will especially help business-to-business operations.
I hope what I have said makes sense.
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Joana Mendes
commented
The people within a Contact/Business/Customer/Supplier each have their own email and also mobile number, so this information should be unique to each name and also searchable.
Also, at the moment additional contacts' names and emails are not searchable. This is a must.
See attached for a better understanding.
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Nikki Velinsky
commented
In the contacts details there is currently Phone/Fax/Mobile and Direct dial. It would be nice to have one telephone field initially and then be able to select what type of number it is. Then be able to add further numbers if needed, as you can with the Add another person. It would also be good to have Other and be able to type a specific detail. Fax numbers are pretty much obsolete and it would be good to have an accounts contact as well as Head office etc.