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  1. Xero Blue | Global Search - By Contact account number

    44 votes

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    submitted  ·  19 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Nathan Bak commented  · 

    All the customers want our call agents to open their accounts by account number during the support call.

    Nathan Bak supported this idea  · 

  2. Contacts - Auto generate Account Number for a New Contact

    128 votes

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    35 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.

    As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.

    Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.

    Nathan Bak supported this idea  · 
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    Nathan Bak commented  · 

    It is very important to have auto-generated account number for a new contact