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  1. Contact - Sub Categories

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    6 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate where you're coming from with this idea, Kirsty. 

    Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time. 

    We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow. 

    We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned. 

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    Christine du Preez commented  · 

    We would really appreciate to implement sub contacts for clients with customers who have multiple branches. This will allow us to manage the invoicing process more effectively. Our goal is to generate a consolidated statement that includes all invoices; however, it is essential that we can clearly distinguish which invoices pertain to each specific branch. This approach will facilitate smoother communication and payment processes while ensuring that all branch-specific details are accurately represented.

    Christine du Preez supported this idea  ·