← Share and support customer ideas for Xero Settings and activity 1 result found Contacts - Allocate a contact as a supplier, customer, or both 27 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea 14 comments · For small businesses » Contacts & communication · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close submitted · AdminKelly Munro (Community Manager, Xero) responded An error occurred while saving the comment Lisa Frolov commented · 28 November, 2023 · Edit… · delete… 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 Save Submitting...
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