← Share and support customer ideas for Xero Settings and activity 1 result found Practice Manager - Ability to merge contacts (not clients) 58 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea submitted · 12 comments · For accountants & bookkeepers » Xero Practice Manager · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Jason Beare commented · 11 October, 2023 · Edit… · delete… Would be very useful as a clean-up mechanism. Not to mention the ability to select an existing client to use as a contact to avoid the need to manually enter details we already have in the client database to the contacts database. Save Submitting... Jason Beare supported this idea · 11 October, 2023
Would be very useful as a clean-up mechanism. Not to mention the ability to select an existing client to use as a contact to avoid the need to manually enter details we already have in the client database to the contacts database.