Settings and activity
4 results found
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1 vote
Brian McBrearity
shared this idea
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17 votes
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.
Brian McBrearity
supported this idea
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153 votes
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.
Brian McBrearity
supported this idea
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167 votes
An error occurred while saving the comment Brian McBrearity
supported this idea
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We are a service business, and every client we invoice owes a deposit now (30%) to secure the service, and remaining payment (70%) due 45 days prior to service delivery date. This seems like a simple and standard way of operating for a service business, yet it baffles me that you still cannot do this seamlessly and easily in Xero (can do this in competing packages without mentioning any names).
Xero team…please help!