Settings and activity
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54 votes
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Lisa Kennedy
supported this idea
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71 votes
Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
An error occurred while saving the comment Lisa Kennedy
commented
We should be able to have multiple contacts, including their titles, emails, and address. I have main contacts, and their phone and address, but I also have the accounting contact in many cases. It's important to have this person identified as the accounting person, their specific phone number, their email and their location, if it's different than main contact. These are very crucial items that need to be part of Xero software.
Lisa Kennedy
supported this idea
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32 votesLisa Kennedy
supported this idea
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Would like to see this soon. We need an easy way to quickly look through the contact record to determine if this client has to prepay.
We have traditionally allowed our customers to pay net14 but some don't deserve that privilege and now have to prepay. There is no way to remember who those prepay customers are, so we would like to have a pop-up that either:
1. Display the special notes, where we could put ** Prepay ** as the top note, where it would be easily/quickly visible. (Probably the best option since it can help multiple software users with their specific need) OR...
2. Another option, have a special pop-up when the customer Financial Details > Sales Default > Invoice Due Date says "0" Day(s) after the invoice date. OR...
3. Alternatively, when the contact record is open, there could be a note on the upper right side of the page, in red of course, that says "Prepay". (or another custom field/verbiage that displays our needed note).
There should be an easily visible way to see that the customer has to prepay their invoice, instead of having to click through their account to find the info.
Similar solutions are available in other accounting software packages.