What can you do with a contact record in Xero?

With a contact record in Xero, you have the ability to view various details and recent activity related to that contact. This includes essential information such as the contact's name, address, email, phone numbers, and any notes you may have added. You can also track recent transactions associated with that contact, which provides insights into their interaction history with your business. This comprehensive overview is crucial for managing relationships and ensuring that any communication or transactions are informed and relevant.

While transaction reports are important for analysis, and customizing groups helps with organization, these actions do not encompass the full scope of what can be done with a contact record. Deleting a contact is a more administrative action that does not facilitate the ongoing management of relationships, and therefore is not the primary function of a contact record in Xero.