Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Contacts - Import with contact Group

    78 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  33 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Stuart Parker commented  · 

    Yes!
    Useful to import a list of customers into a group 'membership invoicing', so we can bulk invoice members of that group, then delete the group membership till next import.

    Stuart Parker supported this idea  · 

  2. Contact - Having custom fields on invoices and contacts

    402 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    179 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Stuart Parker commented  · 

    Yes, I need custom fields to allow me to upload membership exiry dates against each contact, and include that date in the membership invoice line details.

    Stuart Parker supported this idea  ·