Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Contact - Sub contacts

    39 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    15 comments  ·  Contacts & documents » Contact  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest and rational in this idea when you trade with Contacts that might be part of a larger group.

    We want to be open that this isn't something we have plans for developing just atm, but will keep considering the idea as we continue to develop contacts in Xero. I'll share if there is any progress here.

    An error occurred while saving the comment
    warrick pannell commented  · 

    When we invoice we often deal with multiple contacts in a single company. What would help us massively is having the ability to have a single company card and multiple contacts to chose from within that company when invoicing.

    The only way we have found to deal with this is to have multiple entries for a company each set up to the contact we need to invoice for a particular project. This means we can't use any of the other features to review how much work has passed through a single client without reviewing each entry in turn.

    warrick pannell supported this idea  ·