Contacts - Warning if entering contact simliar to existing
Ability to have a notification when there’s a duplicate contact in Xero.
Purpose: To make users easily check contacts that have similar details.
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Essensa Accounts commented
Just a simple "cancel" or "confirm" button would suffice, to avoid automatically creating a new contact that is a double up - very annoying!
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Sarah Farr commented
It would be better if when you import a bill - the software looks for similar contacts and asks if you want to create a new one or assign the bill to an existing one - this duplication of contacts is causing me some major duplication issues
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Andrew Alty commented
There has been countless times where I manually input an order we have received from a repeat buyer, and only after I fill out the company name, primary person, contact details, address, and then click save, it informs me that 'Contact name must be unique'.
Coming from Quickfile, this has a feature which would automatically detect the contact/comapny name already exists within your contacts, so saves you having to input all the above information.
Would it be possible to have a feature like this added to Xero?
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Chris Engler commented
It is all too easy to make a duplicate contact in Xero. It is simple enough to merge contacts, so identifying them first is critical.
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Nardene Reid commented
This is a ridiculously easy fix and required, as it's a flaw to create a whole new contact so easily. Issue brought up over a year ago
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Christina Thompson commented
This creates such a problem having to merge and fix up errors which could all be very easily avoided by having to select a current contact or initially by having to enter full contact details not just having an automatic new contact. It is very frustrating that these new contacts are currently made like this so easily.
A warning would definitely stop you in your tracks to enter the information correctly and avoid all these issues. -
Sophia Sanchez commented
a possible duplicate contact report that can be run in Xero to pinpoint contacts that may be duplicated for easy contact management
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Stu Dawson commented
Most definitely.
So annoying when I create a contact with all their details and go to save, and then tells me there is a duplicate and all the info I've typed in is lost.Sue
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Sarah Jacobs commented
Agreed - then we wouldn't need the bulk merge functionality :)
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Macauley Stephenson commented
Also if you try to add a contact with the exact same name like John Doe it will not allow it but we have customers with the same name
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Rhonda Messercola commented
Totally needed. It can easily create duplicate contacts, and it is currently very time consuming to 'clean up' contacts so this is another basic function that is required to make contact management alot easier
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Nardene Reid commented
This is my biggest annoyance. While I'm entering lots of bills, and type in the contact name - I may be interrupted and hit enter - which creates a new contact!!! It shouldn't be that easy! This means I have to archive this 'new' contact which is not ideal. But when I wish to create a new contact from a bill - it doesn't take you to the new contacts screen, just puts NEW beside it.
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Jenny Paterson commented
an obvious problem