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26 results found

  1. Contacts - Ability to copy a contact

    39 votes

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    4 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emelie Bankston supported this idea  · 

  2. Contacts - Save and exit

    4 votes

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

    Hi Vashte, appreciate change can take a little getting used to.

    However, we can help you out here! While the Save and exit is always available when adding or editing a contact you can simply click through each section. 

    The detail you enter between section will hold until you leave the page - So, you can enter in all your details before selecting Save and exit. 

    Emelie Bankston supported this idea  · 

  3. Contacts - Allow duplicate contact names

    168 votes

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    88 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hey community, thank you for your continued interest in this idea.

    Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.

    I do understand that, at face value, this seems like a quick fix. However, 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 support for duplicate 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 I will update you here as soon as there's more work to share.

    Emelie Bankston supported this idea  · 

  4. Contacts - Warning if entering contact simliar to existing

    60 votes

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    submitted  ·  15 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emelie Bankston supported this idea  · 

  5. Contacts - Permanently delete if no records

    146 votes

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    67 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.

    At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.

    For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.

    We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.

    Emelie Bankston supported this idea  · 

  6. Contacts - Set default settings when adding new contacts

    15 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emelie Bankston supported this idea  · 
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