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  1. Quotes - Access to contacts and adding details

    59 votes

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    24 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your idea and interest for this here. We apologise it's been a bit quiet on our front till now, however I want to assure you product ideas continues to be a core channel for our product teams as they continue to plan their roadmaps.

    I'm pleased to share an update that this is a feature our product teams are currently taking a look into. As soon as there is further news on this to share I'll be back with another update for you on this.

    Ben Shoulders supported this idea  · 
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    Ben Shoulders commented  · 

    A massive timing saving feature would be the ability to add contact information on the new quotation page. When creating a new quote you can add a new customer but to add their name you have to go into the contact area.

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

    1,433 votes

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    504 comments  ·  Contacts & files » Contact  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.

    As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.

    We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.

    We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.

    Ben Shoulders supported this idea  ·