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  1. Contacts - Allow duplicate contact names

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    103 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we want to thank you all for your meaningful feedback and detail of the uses you each have for enabling duplicate names for contacts.

    Right now, the contact name field is the key identifier that interacts with many other Xero features, and as such, changing how this field functions is not a small feat.

    As noted by others in the comments, some users have found adding unique characters or using the account number in the contact name useful.

    At this time we don’t have plans for developing the ability to have duplicate names of a contact in Xero. However, the work happening around core features might open the door for improvements like this down the line.

    For now, we'll keep a close watch on the support this idea continues to build, and we’ll make sure to share updates if anything changes.

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    Rachael Carroll commented  · 

    Hi Terry
    When I contacted customer service and I got the below response.

    "Thanks for getting in touch.

    It’s not currently possible to add a contact with the same name as an existing contact in Xero.

    In the meantime, you can edit one of the contact’s names to include a special character or capital letters, so that the contact name is unique.

    I've included a link to Xero Product Ideas. Xero Product Ideas is where you can view and support current ideas, or share your idea on what you'd like to see in Xero.

    Xero Product Ideas: Share and support customer ideas for Xero"

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    Rachael Carroll commented  · 

    We are continually having issues with ezyVet syncing financial information to our Xero account.

    Every month, we get sync errors arrear as there is already a contact with that name in Xero. Due to our large database, it is not uncommon to have 2/3 clients with the same name who are not the same person. To get around this we are going to the duplicate name and adding an asterisk or similar but that does not look very good when printing statements etc.

    When adding a client to ezyVet they all get their unique six-digit number which easily identifies them. It would be fantastic if Xero could read this number and recognise that they are different clients.