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

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    submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Nathaniel Cassidy commented  · 

    Auto archive functionality for contacts.

    To help keep Xero records accurate and up to date while at the same time reducing administration time. The functionality would work by specifying a trigger and timescale, such as no purchase within the last 3 years to then automatically archive that contact.

    This would have benefit not just within Xero but also for organisations using third-party integrations by ensuring that customers and suppliers records are relevant and up to date.

    Nathaniel Cassidy supported this idea  ·