Contacts - Auto generate Account Number for a New Contact
When adding a new contact if you use account numbers (which is important to use as a primary key for records) it would be really good if a autogenerated number was assigned as a default (like it does with an invoice number etc.). Currently you have to remember/check what the last account number you've used was.
Harriet Wakinshaw
shared this idea
Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.
While this request is not in the pipeline, that does not mean the need has gone unnoticed.
Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.
We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.
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Marcus Dodsworth
commented
Agree. This automation should be standard really. Xero can already auto-generate sequential numbers for quotations, purchase orders, and invoices, so please extend this so it can also auto-generate sequential account numbers.
It would also be super useful to be able to 'retrofit' this to existing contacts, so that if a user decides to apply account numbers when they already have hundreds of contacts, Xero will roll them out sequentially across the whole contacts list. Please do it Xero. We need this badly. -
Nathan Bak
commented
It is very important to have auto-generated account number for a new contact