merge
Add contact merge functionality in Xero Partner Hub
Currently, there is no way to merge duplicate contacts in Xero Partner Hub. When duplicates are identified, they must be manually deleted, and any client associations tied to the deleted contact then need to be manually reassigned. This is a time-consuming process, particularly when dealing with a large number of duplicates.
A merge function would allow users to combine duplicate contacts into a single record, automatically consolidating client associations and history. This would save significant time and reduce the risk of losing important contact-client relationships.
Grant Croft
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