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  1. Contacts - Permanently delete if no records

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

    Hi everyone, thanks for sharing how we can make managing contacts in Xero more efficient. We understand the need to keep your contact list clean and uncluttered, and how being able to fully remove unused or duplicate contacts would help simplify things.

    At this stage, permanent deletion of contacts isn’t in the pipeline. That said, your feedback has been shared with our product team as part of ongoing conversations around improving contact management.

    For now, you could create a “Deletion Contact” in Xero and merge any unwanted contacts into it before archiving. It’s a quick way to clean up without having to archive each one separately and minimise clutter.

    We appreciate your input and your continued partnership as we work to improve the experience, and we’ll keep you posted if there are any updates.

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    Dixie Low commented  · 

    Supporting the "delete" feature for archived contacts. This is very confusing for our clients who want to extract statement of account. For now what we can do for them is only adding "inactive" behind the archived name so as not to confuse them. I do not think there is a risk in deleting archived contacts as long as Xero adds in a feature to allow deletion only when there are no more transactions in the archived contact, i.e., fully merged with an existing name.