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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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    Kerry Brammer commented  · 

    Its not just about contacts having the same contact and trading name but with different addresses (like headoffice/branch situation), the main problem here is that Xero is an international accounting software and there are many many thousand John Smith's in this world, and Xero users should be able to create multiple John Smith clients or suppliers which ever is the case. Xero's CRM system needs to properly reflect the needs of current everyday businesses. Simply putting another full-stop in the contact name field - which then so unprofessionally appears on any invoice/statement etc that you generate is just totally wrong.
    Surely contact name could be the same but the system require a unique account number be allocated to those contacts.
    Or have the contact name used like an internal-use name/client nickname but that all documents generate contact information from new fields set up especially for the Company Name, a tick box to show the contact is an individual and therefore addressee appears as Mr/Mrs Smith etc.
    This problem has been an issue since Xero was developed XX years ago. Should have been a much higher priority than given to date.

    Kerry Brammer supported this idea  ·