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  1. Contacts - Allow multiple addresses for a single contact record

    1,254 votes

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    405 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…

    Christopher Williams supported this idea  · 

  2. Contact - Having custom fields on invoices and contacts

    589 votes

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    250 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

    With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

    Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

    We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

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    Christopher Williams commented  · 

    Wow. @andre - did they at least tell you what the additional app is?

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    Christopher Williams commented  · 

    This is a critical feature for understanding which contacts are associated with the products and services we sell.

    We're a B2B business and often sell multiple services to one organization. In other words, there's a one-to-many relationship (Org 1, Service A, Service B). We want to track organizations, contacts, and services provided to those organizations.

    The contacts for each service when it comes to billing are unique. At this point, it's impossible to aggregate invoice data at the organization level because we had to separate our contacts out by department.

    Christopher Williams supported this idea  ·