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  1. Contact - Sub Categories

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

    Appreciate where you're coming from with this idea, Kirsty. 

    Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time. 

    We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow. 

    We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned. 

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    Patricia Riedel commented  · 

    I have clients who we provide services to who have sub clients. They white label our services. All our invoices need to go the actual client. I would like to be able to add either a sub client to the main client or at least a note that I can see in invoices to be paid, so I can receipt the correct invoice without having to open them all.

    Patricia Riedel supported this idea  ·