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  1. Contacts - Auto generate Account Number for a New Contact

    148 votes

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    40 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Marcus Dodsworth supported this idea  · 
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    Marcus Dodsworth commented  · 

    I agree Kirsten - same with us.
    Hey Xero . . . . .this request has been on here for over a year now!
    Surely it's not true what Gavin Smith says below is it? ("Xero doesn't monitor these requests or listen to their customers feedback anyway")?
    Please get this feature added !

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    Marcus Dodsworth commented  · 

    Xero,
    It's several months since this was raised as a request, and it isn't going away. Please get this done for us.

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    Marcus Dodsworth commented  · 

    Come on Xero - is 50 votes enough to get this done?
    You can see how much trouble this is causing folks, and there'll be a lot more people for whom this is an issue that haven't voted because they haven't seen this tread.
    Please automate the generation of account numbers like you currently do for invoice numbers etc.

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    Marcus Dodsworth commented  · 

    Thanks for those comments Rob.
    So the 'Account Number field is a text field? Interesting.
    If so, that might prevent another idea we had . . . . .
    As there's no automation of account numbers, I was thinking about creating an Excel list, and then seeing if we could import the numbers from there into the account number fields. If we could do this just once - to populate all contacts with a unique number - that would be a great start, after which manually adding new ones wouldn't be such a chore.
    Any idea if there's a way to import Excel data into the account number field?

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    Marcus Dodsworth commented  · 

    Come on Xero - please get this done.
    You automatically generate sequential invoice numbers so the functionality already exists within your software. Please can we have this applied to the 'Account Number' field so it will auto-populate with a new sequential account number every time you add a new contact.

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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.