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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Nardene Reid commented  ·   ·  Report

    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

  • Christina Thompson commented  ·   ·  Report

    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.

  • 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.

  • Sophia Sanchez commented  ·   ·  Report

    a possible duplicate contact report that can be run in Xero to pinpoint contacts that may be duplicated for easy contact management

  • 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.

  • Stu Dawson commented  ·   ·  Report

    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

  • Sarah Jacobs commented  ·   ·  Report

    Agreed - then we wouldn't need the bulk merge functionality :)

  • Johan Potgieter commented  ·   ·  Report

    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?

  • Macauley Stephenson commented  ·   ·  Report

    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

  • Rhonda Messercola commented  ·   ·  Report

    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

  • Nardene Reid commented  ·   ·  Report

    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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