Settings and activity
5 results found
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52 votes
Hi team, we’ve been reading through the feedback on manual contact classification, and it’s clear how valuable this’d be for many of you.
In Xero today, contact types are shaped by transaction history. Bills and invoices determine whether a contact appears as a supplier or customer, which works well in many cases but doesn’t cover every workflow, such as where you use spent or received money transactions and contacts stay unclassified.
While not immediately roadmapped, we understand the needs shared through this idea. It’s on our Product team’s radar for future improvement. For the time being, we’ll keep an eye on the growing interest here, and update you as soon as there’s progress.
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Michelle Reveley
supported this idea
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30 votesMichelle Reveley
supported this idea
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8 votes
Hi Sherri, thanks for your feedback. I know you started your idea in the Navigation and Homepage forum however this appears to relate to the Contacts page where you attach files to a contacts record.
I've slightly update the title of your idea and moved this across forums. We will start to get a sense of the interest in this from the community here.
Michelle Reveley
supported this idea
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20 votes
We understand why this idea is quickly gaining traction. Being able to start typing in the search bar as soon as the contacts page loads would be a small but meaningful improvement.
Right now, the cursor doesn’t land in the search bar by default, so it’s an extra click each time.
This idea's now in the Gaining Support stage. If it’s something that would make a difference to your workflow, adding your vote or comment helps us understand the wider demand—and gives our product team more to work with when prioritising updates.
We’ll post here with any changes or progress.
Michelle Reveley
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39 votesMichelle Reveley
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An error occurred while saving the comment Michelle Reveley
commented
Great idea! Also could we have a number in a tab to indicate if there is a quote, etc in that tab. Currently when you open a Project to view details, it defers straight to the Tasks & Expenses tab. You then have to physically click on say the Quote Tab to see if there is a quote in there.
Yes this would be helpful when after entering say a new supplier into Contacts, then you have to go back in to update a field - and this is before they have issued you a bill. To do this you have to search for them under 'All' as they do not appear under 'Suppliers'. Annoying as most of the time you search under 'Suppliers' then realise you have to change to 'All'