Settings and activity
7 results found
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40 votes
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Rhonda Messercola
shared this idea
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24 votes
Hi everyone, we're coming back to shift this idea to In development as we're in the process of releasing modernised bill view and edit pages that incorporate he ability to add your contact's details on the fly.
Coupled with our other extraction methods(email to bills, upload bills and smart document capture), this should make entering, reviewing and approving your bills quicker than ever 😊
I'll swing back to confirm once this is released.
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67 votes
Hi team, we’ve been reading through the feedback on manual contact classification, and it’s clear how valuable this’d be for many of you.
In Xero today, contact types are shaped by transaction history. Bills and invoices determine whether a contact appears as a supplier or customer, which works well in many cases but doesn’t cover every workflow, such as where you use spent or received money transactions and contacts stay unclassified.
While not immediately roadmapped, we understand the needs shared through this idea. It’s on our Product team’s radar for future improvement. For the time being, we’ll keep an eye on the growing interest here, and update you as soon as there’s progress.
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10 votes
An error occurred while saving the comment Rhonda Messercola
commented
This whole thing is currently terrible. I want every contact in a group, but it's impossible to see which ones are not in a group. I created a SmartList to try get all the contacts not in a group but it is not giving me all of them.
I need to send out bulk emails to groups but will no doubt miss some contacts off the email now unless I am willing to go through them all one-by-one. Yes the group showing on the export would be good to help manage this. -
258 votes
Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.
Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.
With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.
If this integration doesn't quite…
An error occurred while saving the comment Rhonda Messercola
commented
Another purpose for this request - I want to inform all customer and suppliers of a change in our business structure
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164 votes
Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.
At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.
For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.
We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.
An error occurred while saving the comment Rhonda Messercola
commented
Why is there currently no option for this. Again another basic function missing that would make contact management more efficient.
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126 votes
An error occurred while saving the comment Rhonda Messercola
commented
Totally needed. It can easily create duplicate contacts, and it is currently very time consuming to 'clean up' contacts so this is another basic function that is required to make contact management alot easier
The criteria offered in the Contact Smart Lists are far too limited, and what is available is not useful at all. I would like to run a basic list, for example those customers who have not purchased from my client in the last 2years. I need this so that I can see which customers I should archive. There is currently no way to do this, unless I click into 800 contacts one-by-one. I am not able to keep contacts organised very well at all because of limitations such as this. The number of contacts just grows because it is not easy to manage.