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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?

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Johan Potgieter shared this idea  ·   ·  Report…  ·  Admin →
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  • 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.