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  1. Contacts - Allow duplicate contact names

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    80 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hey community, thank you for your continued interest in this idea.

    Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.

    I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete. 

    Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.

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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.