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  1. 4 votes

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    Hi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications? 

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  2. 2 votes

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  3. 4 votes

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  4. 5 votes

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  5. 2 votes

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  6. 19 votes

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  7. 3 votes

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  8. 20 votes

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  9. 3 votes

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  10. 6 votes

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    Currently there are a couple of options for some here such as using Smart Lists to run a search to view all customers that have bought a certain item within a period.  

    Alternatively, you can run Inventory Item Details or Receivable Invoice Details reports could be useful where you can filter by a specific contact, item and/or description to understand what items and quantities of those items that have been bought by a contact with the in the timeframe of the report. 

    However if you'd like to see this option direct within the contact record, add your support to the idea here and we'll get a better sense of overall interest. 🙂

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  11. 2 votes

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  12. 135 votes

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  13. 2 votes

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  14. 4 votes

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  15. 13 votes

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  16. 14 votes

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  17. 8 votes

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  18. 130 votes

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    Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.

    As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.

    Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.

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  19. 3 votes

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  20. 3 votes

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