Contacts - Allow duplicate contact names
Ability to have duplicate contact names in Xero.
Purpose: It’ll make an easier workflow for users. Because often, they have the same contact name and trading name but different addresses.
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
-
Ellen Pickering commented
We started putting in clients middle initial to alleviate the 'same name' problem. We now have had some clients with the same middle name so we are having to put a symbol in their name. It is getting very messy with regards to alphabetical order. Would love to have same name problem sorted soon please Xero?
-
Terry Bluck commented
Theres is a field called ACCOUNT NUMBER in Zero. It has to be unique, why not make it a mandatory field and use that? Then we can have as many John Smiths as we need.
-
Trent Firmin commented
I have customers in Australia with identical names...yet Zero still think names are unique...come on it 2022!
-
Roger Watts commented
Concatenated primary key of fname, lname, email perhaps?
I'll bet the John Smiths of the world feel picked on by Xero -
Jeanine Nienaber commented
We have many customers with the same name and our system is automated so we have to manually intervene to ensure that the correct customer is invoiced.
-
Ai Hwei Poh commented
Any updates so far? We need it urgently so solve our invoicing issue or else Xero will lose many customers from this issue
-
Kevin Downs commented
Our business deals with a lot of individual customers
-
Ann Jones commented
We have many customers with the same name and have to invent different ways to create contacts, e.g. John Smith, Mr John Smith, Mr. John Smith, Mr John Smith.. etc. etc.
It would be more useful for each contact to have a unique id number and the name field unrestricted.
-
Walter Oh ASFA commented
Sub account is something quickbook has and it works great for multiple retail locations under 1 parent HQ or 1 MNC with multiple departments.
It should be an easy implementation and hope Xero can do this asap!
-
Terry Bluck commented
Unique customer number/alpha key please. Think of the many "John Smiths" out there with different address's
-
Stuart McIntosh commented
Please add a unique key to the contacts. It makes data import so much easier. Trying to match on an exact name is very problematic
-
Suzanne Main commented
Please add a unique key to the contacts. It makes data import so much easier. Trying to match on an exact name is very problematic.
-
Gill Nash commented
We have a number of customers with the same name but do not have the same account. Surely the account number should be the unique key rather than the name?
-
Geoff Hampson commented
It is mad that the contact name needs to be unique. Would still need to have a primary key on the database would contact name along with postcode be the right way to do it?
-
Carly Keene commented
Would be extremely helpful to have the option to add the same contact name.
-
Amanda Couch commented
Absolutely a must...surely clients could be separately identified with either address, unique client code (both of which contact details list separately in our systems) or something rather than name...
-
Rachael Carroll commented
We are continually having issues with ezyVet syncing financial information to our Xero account.
Every month, we get sync errors arrear as there is already a contact with that name in Xero. Due to our large database, it is not uncommon to have 2/3 clients with the same name who are not the same person. To get around this we are going to the duplicate name and adding an asterisk or similar but that does not look very good when printing statements etc.
When adding a client to ezyVet they all get their unique six-digit number which easily identifies them. It would be fantastic if Xero could read this number and recognise that they are different clients.
-
Jarther Taylor commented
It is essential to have a feature where you have one parent name (e.g. Xero Pty Ltd) and then have multiple separate contacts (e.g. Mary Bloggs, Joe Smith, Peter Pepper, etc).
That way different quotes and invoices can be easily created for each contact and managed.
Pretty basic request.
-
Wendy Galione commented
We work with a large international company where their company name is the same, but the addresses differ. This would be extremely helpful if xero were to allow duplicate contact names
-
Dean Wilson commented
We have a case were we have three distinct customer companies with the exact same name. (This name is shared by at least 130 companies in the trucking industry).
Anything we could to do to support this feature would be great. (there is a GUID identifier number for every customer record, so in theory it would be possible)