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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

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Contacts - Allow for multiple details within contact record

Started by Craig Pamment in Feature Requests | Idea

Would be good to be able to have multiple contacts under the one company name. Some of my clients have up to 10 people working for them, the quotes get sent to the individuals involved in each particular job but then all invoices get sent to the same accounts department. So basically need to be able to add the company name, accounts email address, phone number etc, then also need the ability to add individual contacts under the same contact/company with their own contact emails, addresses, phone numbers etc. Would also be useful for contacts that have different delivery addresses. Need to be able to choose which contact for the company to use on invoices.
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Completed:
Contacts - Multiple email addresses on invoices that can be chosen or remembered against Contact
Official Xero Reply
Hi community,
I wanted to connect on how we are progressing further to my update last year.
To deliver this feature request to the quality and standard we expect of our own platform, we are undertaking additional work to the platform’s underlying technology to create a strong foundation for future product updates and deliver on our continued commitment to delivering beautiful experiences.

That includes modernising invoicing, purchase orders, quotes, and bank reconciliation to be able to build contact features on top of this in a sustainable way. We have a cross functional product and architecture team working to ensure that the Xero architecture is fit for the future.

While they will not be immediate, you will notice some changes to the user interface (UI) along the way across these products and contacts itself. The UI updates signal positive changes beneath the surface to modernise and prepare these products for new features.

We’re hugely appreciative of all of the feedback that we’ve received from our community in regards to Contacts. We hear you, we’re listening and we’re putting in the work to fix these problems. While we wish we could have easily addressed these already, this work will not happen overnight. We’re committed to getting the job done as best we can.

While this is just under the hood work, we want to make sure we’re keeping you across everything that goes into solving these issues. As things progress, there will be opportunities for some of you to support us with usability testing and we look forward to showing you the work underway.

Thank you everyone for your ongoing patience. 💙
 

Simona T (Xero Staff)

Best Reply as chosen by Kelly M (Community Manager)
Hi everyone, following on from Simona’s update we’d like to share our first visual changes coming through Contacts.
We’re releasing a new Contacts List view and increasing visibility of your contacts in Xero.
We’ve restructured the list view of contacts for ease of viewing, and made slight changes to the navigation and layout. Making it simpler to add contacts to groups, and enabling the ability to sort by created date - Read more on the changes through our Blog.

Thanks for your continued engagement, as we continue to lay the foundations we’ll share when we’re close to delivering the next stage of work.

Emphasizing our willingness to evolve with our users - if you’d be interested in being involved in user testing with Xero (not specifically contacts) we welcome you to sign up your interest through our user research portal, the team are regularly conducting research to gather insights across all aspects of Xero and business - Sep 2021
 

Kelly M (Community Manager)