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  1. 7 votes

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    Laura Sinclair supported this idea  · 
  2. 3 votes

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    Laura Sinclair supported this idea  · 
  3. 10 votes

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    Laura Sinclair supported this idea  · 
  4. 55 votes

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    Laura Sinclair commented  · 

    Disappointed to not hear anything about this today at the Roadshow. It's something we've been told has been in the works for some time, but haven't heard an update in a while.

    We have the ability to re-use contacts for new entities being added to XPM, but we need an efficient way to merge our pre-existing contacts. It is crucial to using integrations such as CAS360 and Class as more duplicates are coming through when enabling these plugins.

    Any update on this would be appreciated - thanks Xero.

    Laura Sinclair supported this idea  · 
  5. 90 votes

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    Laura Sinclair commented  · 

    This would be extremely helpful, especially with the CAS360 integration. We have so many companies we can't match as the address in CAS360 is the registered office (our address) but in XPM we have the address that we send everything to. This would significantly improve the integration.

    Laura Sinclair supported this idea  · 
  6. 168 votes

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    Laura Sinclair supported this idea  · 
  7. 89 votes

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    Laura Sinclair supported this idea  · 
  8. 34 votes

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    Laura Sinclair supported this idea  · 
  9. 5 votes

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    Laura Sinclair supported this idea  · 
  10. 37 votes

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    Laura Sinclair supported this idea  · 
  11. 43 votes

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    Laura Sinclair supported this idea  · 
  12. 336 votes

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    Laura Sinclair supported this idea  ·