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  1. Practice Manager | Client - Copy a client (including all contacts)

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    4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for starting the idea here, Renee. 

    Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?

    If the last, we have a similar idea over here that I can join you in with. 🙂

    An error occurred while saving the comment
    Renee Lambly commented  · 

    Hi Kelly

    Yes I am currently using the ability to use a duplicate contact but it would be also very useful to be able to copy the entire client so if you have a company, individuals and a Trust all with the same details except for the IRD numbers it would be good to be able to click on a button "Copy".

    Renee Lambly shared this idea  ·