Clients - Ability to merge contacts
Ability to merge contacts
Christopher Sykes
shared this idea
Great to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.
We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.
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Katie Walters
commented
We have hundreds of duplicate contacts since the new Beta version of XPM commenced. It would be great to be able to merge them.
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Greta Proctor
commented
Great suggestion! Some time ago we undertook the painstaking task of completing a major clean-up of our contacts removing duplicates and then linking the one client to all relevant entities Client profiles. This was hugely time consuming without the ability to merge !!!
This was working well and so much easier to maintain contacts, however with the introduction of the new “Client as a contact” with Beta. we now have loads of duplicates!!!
It would be extremely helpful to have the ability to merge these new "client as contacts" with the existing "additional contact" that is already linked to the appropriate entities, so we can maintain a single, consolidated contact record. That said it is going to be really important that Xero works with software and app providers to update Api's as currently the "new client as contacts" does not sync across.
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Katie Walters
commented
Ability to merge contacts would be great. We can then have 1 contact across all of their client group - rather than up to 20 which is the case at the moment for some of our clients.
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Melanie Morris
commented
Hi me again - Can I please clarify is this for contacts or Clients as we can merge clients in HQ ( I see today :)
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Melanie Morris
commented
+1 for this idea. It is easy to create clients when onboarding or not adding to the practice when accepting a Xero invite.