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Final up to date 27 July 2023
Modifications are coming to the contact overview web page
We wished to share the following step in bettering the contacts expertise in Xero, serving to you higher handle the relationships together with your clients and suppliers, in addition to your money circulate.
We’re excited to share that we’ve up to date the design of our contact overview web page, and launched search and filter performance. This may make it simpler to seek out the knowledge you want rapidly.
These modifications are all a part of our multi-year modernisation program, to remain forward of the newest applied sciences, requirements and methods of working to help your corporation or follow. They are going to play a vital position in serving to us unlock additional enhancements and construct options sooner in contacts and throughout the Xero platform sooner or later.
What’s altering?
A redesigned contact overview web page
The redesigned contact overview web page will make it simpler to seek out the knowledge that you simply’ve advised us is most essential. On this web page, you’ll discover the next updates:
- The contact’s essential info (key contact particulars and monetary exercise abstract) is now on the prime of the web page, so it’s out there at a look
- Exercise and transactional info is grouped into tabs, so you’ll be able to simply see the contact’s monetary stance – you now not have to always scroll to entry this info
- Historical past and notes has moved to its personal part on the backside of the web page – that is per different components of Xero.
- ‘Add to group’ and ‘Take away from teams’ have been mixed into ‘Handle teams’ discovered within the overflow menu
Introducing search and filter
On account of your suggestions in Xero Product Concepts, we’ve launched a brand new search and filter performance that will help you simply discover related info and transactions. Select the abstract of what’s owed or owing to you to see the transactions awaiting cost. Or, navigate to the invoices, quotes, payments or buy orders tabs to look by these classes. You can even filter by dates to slender your search down even additional.Â
This function makes life that little bit simpler so that you can discover the knowledge you want extra effectively. It’s additionally one thing you’ve been asking for, so we’re excited to roll this out as a part of these wider updates to contacts.
Different updates
- Consumer roles and permissions: Info that you simply see on the contact overview web page has been aligned with info you’ll be able to see in different areas of Xero based mostly in your person position and permissions.
- The cash in/out graph has been eliminated
- Notes on contact exercise have been moved to the historical past and notes part on the backside of the web page
- Contact notes at the moment are inside the contact particulars part
- We’ve eliminated the Skype area. In case you have Skype particulars saved, you’ll be able to export the Skype particulars in a CSV to entry them
- Basic expense receipts can now be present in expense claims within the enterprise menu
- The function so as to add a file from the file library has quickly been faraway from the contacts display. For now, you’ll need to obtain the file from inside your file library earlier than you’ll be able to connect it to a contact file
The way forward for contacts
These modifications are extra than simply aesthetic. They’re upgraded performance that convey us one other step in the direction of delivering extra options you’re asking for, resembling a number of addresses in contacts. We respect your persistence, as we proceed to construct sturdy foundations for the longer term to offer you not simply floor enhancements however the options you’re asking for.
As all the time, we’ll hold you knowledgeable with our subsequent steps on this journey. Our product groups are always engaged on bettering the contacts expertise and we might like to know what you suppose – please tell us over on the Xero Product Concepts web page.
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