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Contact creation - Restrict or confirm new contact

Restrict the ability to create a new contact,
or at least do a verification of a new contact by e.g. pop up window "are you sure you want to create a new contact?"

And taking it one step further - running a validation check in the current contact list and make suggestions of other current contacts that is closely alligned.
e.g. after entering " H and M stores" a pop up can ask, did you not mean "H&M Stores" that is currently a contact?

43 votes

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Johan Potgieter shared this idea  ·   ·  Report…  ·  Admin →
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  • Linda Matthews commented  ·   ·  Report

    Xero needs an option to turn on or off the automatic contact creation that happens with each new bank transaction. This is not what contacts are intended for.

    Or if not possible a way to link all transactions to one default contact.

  • Bahen and Co commented  ·   ·  Report

    Can we prioritise this - as it keeps happening and nothing has been done since 2022.

  • Sonya Lees commented  ·   ·  Report

    Recently noticing new contacts are being created when i'm merely searching for a contact when drafting an invoice. Definitely should require further confirmation than nudging a tab button which I habitually use to confirm my search criteria.

  • Tammy Booth commented  ·   ·  Report

    I agree - its a massive waste of time to have merge/archive contacts that should not have been created in the first place. Does not make for very tidy ledgers!

  • Chad Hooper commented  ·   ·  Report

    Yes please. This is annoying as **** - somtimes typing 'expe' changes the entry to Expenses, and sometimes it doesn't. I seem to be deleting various contacts every month that are a shortened version of the word expenses.

  • Sara Foster commented  ·   ·  Report

    I'd like to see a tickbox that prevents users from creating a new contact, much like the tick box that restricts the adding of a new bank account.

  • Amy Gutteridge commented  ·   ·  Report

    As per the below notes. This would be a great advantage. I've just been through and merged all the duplicates, but I'd prefer not to have to keep redoing this exercise every month because a user is in a hurry and doesn't check the drop downs. It's too easy to add a new contact in the invoice/bill screens!

  • Robert Katch commented  ·   ·  Report

    Finding and merging dupe contacts is such a time waste with many dozens created monthly and then even different versions of the same ones a few months later. please create a restriction feature at a minimum or a pop up question if that is easier to create

  • Rene Lindeque commented  ·   ·  Report

    i have the same issue - to many duplicate contacts are being created - the system should not allow such easy contact creations. there should be a way that only admin and senior reviewers are able to create contacts

  • Sara Foster commented  ·   ·  Report

    I've got a massive tidy-up going on because somebody junior within the accountant's office creates a new contact every time a payment comes in, AND my client can't spell, so it doesn't flag that the contact should not be there. I have to go through the entire file and merge up to 7 names per contact. Junior people should not be able to set up a new contact in my opinion.

  • Ciara McCann commented  ·   ·  Report

    Yes this is a massive downside to xero that you cannot restrict access to contact creation. Given the mess this can create I do not understand how this has not been introduced.