Settings and activity
4 results found
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123 votes
An error occurred while saving the comment 
JULIE BURBOROUGH
supported this idea
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146 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 JULIE BURBOROUGH
commented
I have so many contacts with no transactions that simply need to be deleted. Archiving them isn't a solution as they still appear in reports and when filtering, I have to scroll through hundreds of contacts - please can we have an option to delete. The suggested work around is to rename them - that helps me find the correct accounts but I still have to scroll through hundreds of accounts - which grows daily! hurry and sort this please - it is very simple.
JULIE BURBOROUGH
supported this idea
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1,327 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
An error occurred while saving the comment JULIE BURBOROUGH
commented
Needs to be done, amazed its not currently possible.
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191 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
An error occurred while saving the comment JULIE BURBOROUGH
commented
We have quotes that come in from our website and only 1 person gets all the responses for these quotes. Definitely needs to change
We send pro-forma invoices to customers who then wish to pay by credit card. It would be extremely helpful if they could click a link and pay by stripe as you can on an approved invoice.