Settings and activity
6 results found
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4 votes
Hi Marcia thanks for raising this here, we can understand how including the contact ID would be a great addition to the export feature in Contacts.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment 
Jennie Ekigbo
supported this idea
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174 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
An error occurred while saving the comment Jennie Ekigbo
commented
Can Xero create a unique ID number for each contact? It's fine for us to have an account number for our contacts, but a Xero unique ID would be really helpful workaround for duplicate names AND bulk updates of customers via import and export.
Jennie Ekigbo
supported this idea
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641 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
An error occurred while saving the comment Jennie Ekigbo
commented
Custom fields in the Contacts will enable us to clear up our customer data between Xero and our CRM. It will help a lot!!
Jennie Ekigbo
supported this idea
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11 votesJennie Ekigbo
supported this idea
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27 votes
Appreciate the interest shown on the idea here, everyone. Atm, we don't have any plans for adding a specific field for a Contact / Business Registered name.
While not a perfect solution as another user has shared, perhaps adding the name to the contact's address field could help surface this detail where required at present.
We'll continue to gauge interest in this, and share if there are any updates.
Jennie Ekigbo
supported this idea
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220 votes
Thanks for all your feedback around being able to issue progress payments on sales invoices.
Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.
We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.
While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.
Jennie Ekigbo
supported this idea
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Yes, this is very important. With the contact ID, this will enable us to edit Contact Names in bulk AND easily match Xero contacts with our CRM contacts. Please make this available ASAP!!!