Settings and activity

4 results found

1. Contact - Save and add another

   6 votes

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   1 comment  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Do you often find yourself adding multiple new contacts at a time, Karen? While we don't have plans for a save and add another atm, you could either import contacts, or use the create new icon (+) in the blue navigation menu to streamline this process a little more. 🙂

   Karen MacPherson shared this idea  ·  04 April, 2023

2. Bills: Add contact - Enter full details from transaction

   19 votes

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   7 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, currently our product team in the bills space are focused on the modernisation of Bills, upgrading technology. 

   Over the coming months you'll see some visual changes as we build and release these updates to Bills. 

   While entry of a Bill and contacts will come this is not the core focus atm. We'll move the idea here back to Submitted and will let you know when there's movement. 

   Karen MacPherson supported this idea  ·  04 April, 2023

3. Contacts - Warning if entering contact simliar to existing

   112 votes

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   submitted  ·  37 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Karen MacPherson supported this idea  ·  04 April, 2023

4. Contact List - Viewing notes from the Contact List

   52 votes

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   11 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's feedback on viewing contact notes from the list view. We appreciate hearing how this could help manage payment details, terms of service, and client information across contacts.

   While this maybe something we consider further in the future we want to be upfront here that this is not something we have planned in the roadmap.

   We'll keep a track of the interest this idea continues to build in votes, and should there be any change we will updated you all, here.

   Karen MacPherson supported this idea  ·  04 April, 2023