Settings and activity
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146 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.
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Jimmy Shankland
commented
Setting up a practice account resulted in 1674 contacts been archived with no transaction history against them, surely Xero Support can delete these accounts out of the Archive folder.
Jimmy Shankland
supported this idea
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74 votes
An error occurred while saving the comment Jimmy Shankland
commented
Some clients use tracking options for additional reporting facilities as well as using certain tracking categories to appear on their invoices, such Sales Reps or Technicians who have been allocated to a specific job. It would be useful to have those tracking categories [FIELDS] available for use in invoice templates DESIGNS.
Jimmy Shankland
supported this idea
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you have got to be kidding, Xero partners are waiting for over 7 years for Xero to simply change the aged analysis reporting option on the debtors and creditors monthly statements. The aged anlaysis report seems fine but when printing statements there is NOTHING, so good luck hoping they will allow this simple process