Practice Manager - Ability to merge contacts (not clients)
Merge contacts (not clients) in XPM? I seem to have lots of duplicates but I don't want to just delete the ones with no jobs/invoices attached to them incase they are linked elsewhere. Is there a way to merge them? All the searches I have done only talk abut merging clients.
-
Fiona Bartlett commented
1
-
Lachlan Brownlee-Roberts commented
yeah this would be great!
-
Adrian Mircovici commented
Would love this option as we have had duplicate contacts created with certain details allocated to 1 contact and not the other. Merging them would speed the process of having to copy the data across and achieving.
-
Jason Beare commented
Would be very useful as a clean-up mechanism. Not to mention the ability to select an existing client to use as a contact to avoid the need to manually enter details we already have in the client database to the contacts database.
-
Jean Sutherland commented
When the reusable contacts was implemented Xero advised there would be a tool released to merge the existing duplicates. When is this likely to be released?
-
Neil Barnes commented
This would be incredibly useful, and I'm amazed it's not a basic bit of functionality.
-
Kate McIntosh commented
We have over 2000 separate instances of contacts in XPM, many of which are duplicates. I estimate less than 500 once we are able to merge them - the project to do this manually is huge!!!!!
-
Terri Scott commented
I am really pleased that Xero has created reusable contacts in XPM and support this product idea request for a way to merge the multiple duplicate contacts that I, and I am sure many other users, now have in XPM.