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.
-
Sara Foster
commented
It's so hard to find the history of activity when a contact is in Xero 3 times with slightly different names. I also believe there should be an ability to restrict staff from creating a new contact
-
Lia Demaria
commented
The ability for only some users to be able to create new contacts would be a great choice to have. It's such a mess when clients are reconciling some of their own transactions and the who line prefills with data from the bank rec etc. One of my clients has a tonne of clients that start with 'transfer to bla bla bla'
-
Naomi Peters
commented
There would need to be some mechanism to accomodate this with integrations as well. For example, if Dext creates a similar vendor name on a bill, and then that bill is synced to Xero, is it possible to create some sort of system task that I would need to resolve when I next log in to Xero for that client?
-
Sara Foster
commented
It's very hard to do a full report on the Activity for a contact when sometimes they exist multiple times due to staff changes. New contact should be restricted to high level staff.
-
Brooke Walters
commented
I just had to manually archive over 2,000 contacts leaving only 420 as actual useful contacts that weren't duplicates or created due to a typo
-
Linda Matthews
commented
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.
-
Navneet Singhal
commented
The same happens with us too and it happens too often, resulting everytime to archive the unwanted contact. It will be nice before creating Xero gives a notification. This will surely help up avoiding unnecessary steps
-
Bahen and Co
commented
Seems to be taking 3 years to make this update.
-
Bahen and Co
commented
Can we prioritise this - as it keeps happening and nothing has been done since 2022.
-
Sonya Lees
commented
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.
-
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!
-
Tammy Booth
commented
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
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.
-
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
-
Sara Foster
commented
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
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!
-
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?
-
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.
-
Robert Katch
commented
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
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