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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.

    Evelyn Santos supported this idea  · 

  2. Practice manager - XPM to Xero contact fields

    29 votes

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    12 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.

    We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.

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    Evelyn Santos commented  · 

    I can't believe it either.
    It's unacceptable that the same system can't correctly pull the data from XPM to the blue Xero.
    We have been fixing this issue manually for months, yet support cannot look into it further.

    Evelyn Santos supported this idea  ·