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  1. Practice Manager - Ability to merge contacts (not clients)

    77 votes

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    18 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    We understand that managing duplicate contacts can take extra time, and we appreciate everyone who has shared feedback on this. For now, the best workaround is to manually edit and consolidate the details of duplicate contacts before deleting them, as some of you have already pointed out. While this idea isn't currently planned for development, we’re continuing to capture and review feedback as we consider future improvements to Xero Practice Manager. We’ll share any updates here if that changes.

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    Jason Beare commented  · 

    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.

    Jason Beare supported this idea  ·