Contacts & files

3 results found

1. Allow duplicate contact names

   Allow multiple customers with the same name. Xero does not allow more than one customer with the same name. This creates big issues for us and a number of other Xero users judging by the comments that have been made over the years. This function was raised years ago and Xero kept saying it was being looked at. Now Xero is saying it's dead in the water and will not be looked at with absolutely no notification to Xero users. I've no idea when this was sidelined by Xero due to the lack of notification, aka customer service, but it's a critical function for a lot of Xero users therefore I am raising it again as an "Idea" for Xero to introduce please.

   Allow multiple customers with the same name. Xero does not allow more than one customer with the same name. This creates big issues for us and a number of other Xero users judging by the comments that have been made over the years. This function was raised years ago and Xero kept saying it was being looked at. Now Xero is saying it's dead in the water and will not be looked at with absolutely no notification to Xero users. I've no idea when this was sidelined by Xero due to the lack of notification, aka customer service, but it's… more

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   0 comments  ·  Contact  ·  delete…  ·  Admin →
   Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Sue, appreciate your feedback and understand disappointment around our recent update to the idea.

   There are so many factors that come into our product teams planning and decision processes, and we cannot work on all things at once.

   We've updated the idea to Not in pipeline to help provide more transparency to customers that this isn't s feature we have roadmapped at this point. However, as noted in my update and as you'll have seen in parts of Xero, we're introducing new experiences for some features. Along with visual and flow changes there's a lot of work that is going behind the scenes to uplift technology which provides more flexibility and means we can consider how we may develop more complex features like this that touch multiple areas of Xero in a more holistic way.

   I want to be upfront that there is no change to the recent update I provided on the idea. It remains open for voting so we can continue to track and understand the interest overtime. If there are any updates surrounding this we will be happy to share with everyone there.

   Hi Sue, appreciate your feedback and understand disappointment around our recent update to the idea.

   There are so many factors that come into our product teams planning and decision processes, and we cannot work on all things at once.

   We've updated the idea to Not in pipeline to help provide more transparency to customers that this isn't s feature we have roadmapped at this point. However, as noted in my update and as you'll have seen in parts of Xero, we're introducing new experiences for some features. Along with visual and flow changes there's a lot of work that is going behind the scenes to uplift technology which provides more flexibility and means we can consider how we may develop more complex features like this that touch multiple areas of Xero in a more holistic way.

   I want to be upfront that there is no change to the recent… more

2. Contact Alert

   With the increasing requirement to submit sales invoices to the customer portal (eg Coupa) an alert or field on the invoicing screen to remember to submit this way rather than by direct email would be appreciated.

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   0 comments  ·  Contact  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for bringing this Idea to our attention, Carol.

   I can see this suggestion is for a Contact Alert on the invoice screen, so users who need to submit invoices through a customer portal such as Coupa are reminded to send them that way instead of by direct email.

   As this would need to be built into the integration between Xero and the third-party app you’re using, this is best raised with Coupa directly.

   If helpful, you can share the Developer Forum with them.

3. Bank Rules - Remove "Update contact details" pop up

   When creating a new contact in the Rules screen, there is now a "Update contact details" pop up that slows down the process of creating rules. This pop up IS helpful for bills and invoices but is NOT heplful for creating Rules - especially becuase creating Rules is very manual and must be repeated manually (since we can't duplicate rules across clients). This feature adds a hiccup to the process of creating rules, it doesn't improve the efficiency of it. Please remove this feature on the Rules window!

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   0 comments  ·  Contact  ·  delete…  ·  Admin →
   Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Bryan, thanks again for your feedback on this. After a bit of discussion with our product team I wanted to confirm that they won't be making any change, and like you've highlighted this is consistent with the experience in invoices and bills.

   However, we don't want this to slow you down and wanted to highlight that clicking anywhere else on the page, or simply pressing 'Tab' on your keyboard will help you carry through your rule creation without having to directly interact with this contacts modal.