Report - Contact created date
Report to see when a customer account was opened/set up. When conducting customer credit account reviews it would be handy if there was a report to see what date a customer account was set up. So you are only reviews accounts that have been opened for a year. At the moment the only way to see when an account was set up is to look at the notes/history on each individual account.
Kristin Cornelius
shared this idea
Hi Kristin, sorry no one's got back on your post here sooner. You can actually run the History & Notes in Xero to view all Contacts that have been created within a period.
To zone into to just the Contact created entries, adjust the 'Type filter to 'Contact', Apply.
Once you see the results you can also do a search where I'd recommend entering 'Created' which will weddle out other entries so you can just zone into the contacts that were created in the period. 🙂