Settings and activity
4 results found
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3 votes
Appreciate the screenshot showing where you'd like to see this, Carlos. Not something we have immediate plans for but we'll track the interest here and share if there are any changes planned for surfacing credit limits visibility on a contacts record.
Carlos Chamorro shared this idea ·
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19 votes
An error occurred while saving the comment Carlos Chamorro supported this idea ·
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103 votes
Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
Carlos Chamorro supported this idea ·
An error occurred while saving the comment Carlos Chamorro commented
The ability to track quotes on the Dashboard would be really helpful. Although I understand Xero is not a CRM, many small business use Xero as such and would highly benefit from a simple glance of the sales funnel. You already have it in SALES OVERVIEW, you could essentially start with just that informacion.
SENT QUOTES APPROVED QUOTES and DRAFT QUOTES. -
125 votes
Carlos Chamorro supported this idea ·
An error occurred while saving the comment Carlos Chamorro commented
Have the availability to use the system in english and spanish including communication to customers like invoices, quotes etc.
This makes all the sense in the World! Planned Date is essential for use in order to monitor our Cashflow in order to plan ahead how much we need in order to pay what we owe.
Its a hassle to input planned date right now.