Settings and activity
1287 results found
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2 votes
Freya Pieroz
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14 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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4 votes
Interesting to here your feedback here, and would be good to get a wider sense of customers that have similar scenario here. We don't have any plans for adding this option atm, but we'll update you here if anything changes. Thanks
Freya Pieroz
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4 votesFreya Pieroz
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26 votes
Appreciate where you're coming from with this idea, Kirsty.
Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time.
We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow.
We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned.
Freya Pieroz
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3 votesFreya Pieroz
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25 votes
Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
Freya Pieroz
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60 votesFreya Pieroz
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4 votesFreya Pieroz
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2 votesFreya Pieroz
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8 votesFreya Pieroz
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20 votes
Hi team, pleased to share that this is a feature that will be coming with the new Xero Homepage! Once released it will be an option available from the bill drop down within the Bills to pay widget 😊. I'll round back to share as it becomes available in orgs.
If you'd like to get more understanding of the new homepage and navigation visit our website and try out the prototype!
Freya Pieroz
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6 votesFreya Pieroz
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3 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
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8 votesFreya Pieroz
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147 votes
Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.
At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.
For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.
We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
The only workaround I've found for this issue is to create a new contact called "Deleted contacts" or similar, and merge all the extraneous contacts to that one, so at least there's only _one_ contact clogging the list.
Now to go through the list one by one to determine which contacts are empty and get to be merged into nonexistence...
Freya Pieroz
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17 votes
Hi community, thanks for sharing your interest through this idea. We recently announced the Xero Partner Hub at Xerocon. It encompasses many improvements for our partners to be able to move more efficiently and serve clients. One of the changes that accommodates part of the idea here is that you'll be able to search the Client list by a clients organisation name, or legal/trading name as mentioned on this related idea.
We appreciate there may be some practices using custom fields for this data and we want to be open that custom fields will not be searchable from the Client list. We have another idea for searching custom fields that you can join and follow for updates. You can find out more about Xero Partner Hub from our website.
Freya Pieroz
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16 votes
Hi everyone, thanks for all your votes and comments on this idea. Just a quick update to let you know that this request is still open for voting and comments from the community.
We're keeping an eye on the demand for this idea here, and will be sure to post another update if changes are made in this area.
Freya Pieroz
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I've added a weekly task for several of my clients - go into their contacts, show all the contacts sorted by date added (newest to oldest), open all the new ones I haven't added, and merge or archive where necessary. It's appalling!