Settings and activity
4 results found
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1 vote
Thanks so much for taking the time to share this idea with us 🌟 We really appreciate you raising it and helping us understand how Xero could work better for you.
We’ve moved your idea into Gaining Support so that other customers in the community can find it, vote on it, and add their feedback. While we cant promise this is part of our current plans, our product team will keep an eye on the level of community interest as they review ideas and consider future improvements.
If this is something you’d love to see in Xero, please feel free to share the idea with others so they can vote and add their thoughts too. That support helps our team understand how valuable the idea would be for customers.
Thanks again for sharing your feedback with us.
Shellie Porter
shared this idea
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88 votes
Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
Shellie Porter
supported this idea
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2 votes
Currently, it's possible to upload files to a Contact record, Merillie. It sounds like this may be a suitable place to be able to upload your statements received?
Shellie Porter
supported this idea
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2 votes
Hi Michelle, thanks for sharing this idea. We understand that having the ability to resize the Notes field within contact details could be useful for recording detailed client information or internal instructions.
The idea is to allow users to adjust the size of the Notes text box, making it easier to view and update longer notes without needing to scroll through a smaller fixed field.
We encourage the community to vote on this idea if you’d find this contact management improvement useful.
Shellie Porter
supported this idea
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