Manage many with Contact Groups

One of my favourite features in today’s release is Contact Groups – groups of contacts inside Xero.

Contact Groups you’ve created appear in the contact menu for quick access.  

Contact Groups

One of the benefits of Contact Groups is being able to create an invoice for everyone in a group at once.  This is fantastic for sports clubs, childcare organisations and anyone else that deals with groups of people in a similar fashion.  For example a rugby club might create a contact group for each team. When you need to chase everyone for subscriptions, you can create a single invoice to send to the entire group. It’s then easy to tick off each paid subscription as it’s received, and see who you need to chase.

This feature is really useful for all types of business that regularly charge groups of customers that same amount. For example Personal Trainers, Alarm Monitoring, Web Hosters etc, etc.

How else can you use Contact Groups in your business?

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

Xero staff and partners star in the Xero Band

By Kevin Wood – Direct Sales Manager It’s been two weeks since Xerocon Melbourne and we’re loving all the great feedback that’s come through. It’s fantastic to hear what everyone loved the most. Thanks so much to everyone who attended and helped make it happen! The Xero Band rocks for the fourth year running As ...

New IDC report shows Xero is a global growth leader

Xero is the fastest growing financial applications vendor in the world according to the International Data Corporation’s new report. IDC, a world leader in technology research, recently released their annual report. They report on market sizing and share for finance and financial payroll software providers*. Not only was Xero the fastest growing financial application, it ...