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481 votes
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.
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Ali Ashraf
supported this idea
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8 votes
Thanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
Ali Ashraf
supported this idea
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An error occurred while saving the comment Ali Ashraf
commented
Hi Xero Team,
I have a suggestion for a potential product enhancement that could greatly benefit users who handle one-time clients.
Currently, when creating invoices for one-time clients under a generic contact, such as "Cash Sales," we are unable to use separate email addresses for each invoice. This limitation poses a challenge when we need to send invoices via email to different clients without saving each as a separate contact.
Our clients have expressed the need to save and use distinct email addresses for each invoice created under a generic contact. This feature would allow them to email invoices directly to one-time clients without altering the primary email address in the "Cash Sales" contact.
Would it be possible to consider implementing a feature that allows unique email addresses to be assigned to individual invoices, even when created under a single contact? This enhancement would streamline the invoicing process for one-time clients and enhance user efficiency.
Thank you for considering this suggestion.
I’m reaching out as a developer working on integrations with Xero via your APIs. We are using Xero to manage invoices and contacts, and for our integration to work seamlessly, we need a custom or invisible field within these records to store a unique identifier.
For invoices we need it in line items.
This field would allow us to link data between Xero and our internal systems without exposing this information to end users. It is essential for our API-driven processes, as it ensures accurate mapping and smooth integration with other platforms.
We believe adding such a feature would enhance Xero's flexibility for developers working on advanced integrations. We would greatly appreciate your consideration of this request.
Thank you for your time and support.