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  1. Contacts - Search additional people on a contact record

    23 votes

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    9 comments  ·  Contacts & files » Contact  ·  Admin →
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    Scott Ellis commented  · 

    Please make your search more expandable. In most cases I have up to 5 contact per account yet the search turns up nothing. I have to keep a separate database to look folks up.

    Starting to look at options beyond Zero

    Scott Ellis supported this idea  · 

  2. Contacts - Allow multiple addresses for a single contact record

    1,337 votes

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    445 comments  ·  Contacts & files » Contact  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

    We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

    We appreciate your patience as we work through the complexities…

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    Scott Ellis commented  · 

    I currently work with Woods Hole Oceanographic Institution. I have 25 shipping contacts spread across 5 accounts, all with the same billing address. My data base looks like this

    Woods Hole Oceanographic Institution
    --Primary Person is Billing contact
    --5 additional people
    Woods Hole Oceanographic Institut
    --Primary Person is Billing contact
    --5 additional people
    Woods Hole Oceanographic Instit
    --Primary Person is Billing contact
    --5 additional people
    Woods Hole Oceanographic Ins
    --Primary Person is Billing contact
    --5 additional people
    WHOI
    --Primary Person is Billing contact
    --5 additional people

    Another example is my Canadian distributor that has ONE billing address and 5 shipping locations.
    This mean I have 5 different company accounts in Zero.

    We do a ton of work with Universities - similar issues, one billing with multiple ship tos.

    Every shipping address should have a name, email and phone # associated with the shipping address.

    Please see SalesForce or QuickBooks for working examples - both offer a free trial to get you started!

    Scott Ellis supported this idea  · 

  3. Bills - Pay Bill electronically from within Xero

    522 votes

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    61 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, further to our last post I wanted to provide another update for our US customers as we now have a bill payments solution powered by Melio! Xero has acquired Melio, a leading US bill pay platform designed specifically for small and medium-sized businesses, and accountants and bookkeepers in the US. While we value our partnership with BILL, we decided that acquiring Melio was the right strategic move to accelerate our ability to provide a seamless, integrated payments solution within Xero for our US customers. Powered by Melio, you can securely pay bills online, directly from Xero.

    As previously shared in the UK customers can now pay overseas suppliers easier with international bill payments, saving the need to use multiple platforms and savings in fees. Whether you're paying a single bill or multiple bills at once.

    We’re committed to finding new ways to expand our bill payments…

    Scott Ellis supported this idea  · 

  4. Contact | Ability to add phone number for persons of a contact record

    95 votes

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    21 comments  ·  Contacts & files » Contact  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.

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    Scott Ellis commented  · 

    This would be extremely helpful. Currently I have to use another program to simply keep track of a phone number.

    Scott Ellis supported this idea  ·