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  1. Contacts - Allocate a contact as a supplier, customer, or both

    52 votes

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    25 comments  ·  Contacts & files » Contact  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi team, we’ve been reading through the feedback on manual contact classification, and it’s clear how valuable this’d be for many of you.

    In Xero today, contact types are shaped by transaction history. Bills and invoices determine whether a contact appears as a supplier or customer, which works well in many cases but doesn’t cover every workflow, such as where you use spent or received money transactions and contacts stay unclassified.

    While not immediately roadmapped, we understand the needs shared through this idea. It’s on our Product team’s radar for future improvement. For the time being, we’ll keep an eye on the growing interest here, and update you as soon as there’s progress.

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    Lisa Frolov commented  · 

    We would like to move a contact to the customer (or supplier) list when we create the contact. Or at the very least, Xero automatically move a contact to the customer list when a quote is raised. Thank you