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  1. Contact | Note that Purchase Order Required

    10 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Quick turn around, as we were able to roll this out rather fast 😁!
    You should all have access to the new Notes feature I mentioned - Found at the bottom of the Contact details section when adding or editing a contact.
    As I mentioned, this’ll enable you to enter text such as a requirement for a Purchase order that you’ll be able to see when viewing the Contact record.
    It’d be great to get feedback - if this helps with your needs here.

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    Nicole Briggs commented  · 

    This does not work.

    I have added a note in the Contact to say "Requires PO" and when I create an invoice, I cannot see a note at all - even when I just click on the customer name in the "To" box, the note does not show.

    What is the point of the Notes section if you cant see any of the notes without going into the customer, and then clicking edit? The notes section does not show on the new Contact page, or any of the quick tabs - it just shows contact information.

    A suggestion would be a pop up box when you go to approve/email the invoice that it needs a PO which would correlate to a tick box within the customer contact.

    Very disappointed, and don't see the Notes section as an outcome to this idea at all.

    Nicole Briggs supported this idea  · 

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

    979 votes

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    294 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…

    Nicole Briggs supported this idea  ·