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  1. Contact - Having custom fields on invoices and contacts

    626 votes

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    262 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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    Marion Gosteli commented  · 

    This would make a huge difference when a client needs to quote their supplier job number plus their customer's purchase order number - currently one or other ends up buried in the body of the invoice, which can result in rejection/non-payment of the sales invoice.

    Marion Gosteli supported this idea  · 

  2. Contacts - Send out bulk emails to suppliers and customers

    238 votes

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    83 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

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    Marion Gosteli commented  · 

    I agree that this would be an extremely useful facility - especially in terms of updating all contacts to a change which affects all globally i.e. change of address, telephone number, email address etc

    Marion Gosteli supported this idea  ·