Settings and activity
4 results found
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99 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
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Hannah Sharpe
supported this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Hannah Sharpe
shared this idea
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11 votes
Thanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.Â
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
An error occurred while saving the comment Hannah Sharpe
commented
I concur with the comments here - it is very frustrating that I have to create a full customer profile for one-off sales to customers who will probably never purchase from us again. I can't use a generic "CASH SALES" customer account as I need to retain company anme and addres information on the invoice and if I change this it changes it across all CASH SALES invoices. A big oversight by Xero as I can imagine tehre are lots of user that have one-off or very infrequent customers.
I have moved across from Sage which was much more user friendly from this point of view enabling me to edit the customer address within the invoice and this would then remain in place regardless of what I changed on the main CASH SALES account.
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50 votes
Hi team, in the aim of transparency we have split this idea out from the original one here so we can get a better understanding of the interest for this change in each area of Xero.
Being quite different features within Xero it's not likely that a change in one would be reflected in the other area at the same time. We will continue to track interest in removing quotes from the all list here and share if there are any updates.
An error occurred while saving the comment Hannah Sharpe
commented
I agree - it is ridiculous that a deleted quote remains in the list. I can understand a declined quote remaining to that shows a paper trail with that customer, but a deleted invoice has most likely been deleted due to an error and should be able to be removed competed.
Hannah Sharpe
supported this idea
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Has there been any development on this. As Xero stands, you are limited with data entry with only 1 x landline, 1 x mobile, 1 x direct dial and no way to assign these to particular contacts within the customer. This is a major floor as most companies will have different contact numbers for accounts, sales, customer service etc.
In addition to this but linked, the ability to add a job title to each contact - currently you can only add an email, first and last name. This means that unless you know that contact you don't necessarily know which contact to call for a specific task.
I really feel this is a vital update that should be looked at for good customer contact information.
Thanks:-)