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  1. Contact - Having custom fields on invoices and contacts

    400 votes

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    178 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.

    Thomas Verfurth supported this idea  · 

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

    36 votes

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    submitted  ·  16 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Thomas Verfurth commented  · 

    Currently when using the fast search icon on the top right and side of the menu bar in the dashboard, we can only search key items, such as customer name or invoice number. It would be ideal if this function also allowed you to search by customer account number too. Similarly even by customer phone number also. At the moment we need to go to Contacts -> All contacts then search in the field there. If the same search functions in contacts was adopted into the quick search feature that would be great!

    Thomas Verfurth supported this idea  ·