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Settings and activity

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  1. Contact List - View contact group and last activity date

    36 votes

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    10 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for supporting this idea and helping keep the conversation going! 🙌

    This is now open for votes and comments. If you’ve faced this while managing your contacts, we’d love to hear about your workflow. How would seeing a contact’s group and last-used or last-transaction date help you spot inactive contacts or decide which ones to archive? Any examples or additional thoughts are welcome. Your votes and comments help us gauge community interest and better understand what would make the biggest difference for customers.

    Suzi Clifton supported this idea  · 

  2. Contacts - Bulk Archive option if inactive for an extended time

    67 votes

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    submitted  ·  16 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Suzi Clifton commented  · 

    Yes please! I need this also.
    I ran a Receivables Invoice Summary by group so have the names to keep, but it means going through 1 by 1...

    Suzi Clifton supported this idea  ·