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  1. Contact | List - View 'new' contact and contact group allocation

    40 votes

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    submitted  ·  18 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Jack Gibbs supported this idea  · 
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    Jack Gibbs commented  · 

    I think this is whats suggested, but it would be great to add a tag to a contact, so I could see which contact came from which avenue of marketing. Ie website, networking or cold call etc.....would be even better if I could run a report to see which tag made which revenue.

  2. Documents - Option to exclude automatically attached third-party documents from Documents library

    7 votes

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    2 comments  ·  Contacts & documents » Documents  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Appreciate you sharing this idea. We understand the request to prevent third-party transaction attachments from automatically appearing in Xero Files. An option to manage this behaviour could help reduce duplicate documents and keep the Files library easier to navigate.

    We've moved this idea to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd like document syncing to work.

    Jack Gibbs supported this idea  ·