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  1. Contacts - Add a Job Title field

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    11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.

    Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.

    If there is any plans made around this we will update you of this, here.

    An error occurred while saving the comment
    Derek White commented  · 

    I work with many architects who request quotes/invoice from our company on behalf of their client
    At the moment we have to create a new contact entry for every client such as
    ABC company on behalf of Fred Bloggs
    ABC company on behalf of Samantha Smith
    If there was an optional field, say "on behalf of" that we could include in the quote/invoice such as
    on behalf of [client name]
    The default would be the same as now
    ABC Company
    However, if the "on behalf of" option was selected a new field would appear in the quote/invoice [Client Name]

    The result would be one entry for
    ABC Company
    and the ability to add individual clients on individual quotes

    Derek White supported this idea  ·