When creating a sales ledger in Xero, Xero will generate a very long number. It would be great if this could be shortened to a 6 or 8 digit code similar to Opera.
David, in Xero you can add an "Account Number" against a contact record. If I remember rightly there's a link just under the account name if this isnt yet set.
Then, in the CRM settings if you search the settings for "Xero" you will find an option that allows you to switch some of the display settings in the CRM between Account Name and Account Number.
David, in Xero you can add an "Account Number" against a contact record. If I remember rightly there's a link just under the account name if this isnt yet set.
Then, in the CRM settings if you search the settings for "Xero" you will find an option that allows you to switch some of the display settings in the CRM between Account Name and Account Number.
Hope this helps.