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13 votes
Great to be getting all this detail on small changes that would make a big difference for you managing clients in your practice.
We'll continue to track the support this idea receives and I'll let you know if there are any updates planned.
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Greta Proctor
supported this idea
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4 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Greta Proctor
shared this idea
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Great suggestion! Some time ago we undertook the painstaking task of completing a major clean-up of our contacts removing duplicates and then linking the one client to all relevant entities Client profiles. This was hugely time consuming without the ability to merge !!!
This was working well and so much easier to maintain contacts, however with the introduction of the new “Client as a contact” with Beta. we now have loads of duplicates!!!
It would be extremely helpful to have the ability to merge these new "client as contacts" with the existing "additional contact" that is already linked to the appropriate entities, so we can maintain a single, consolidated contact record. That said it is going to be really important that Xero works with software and app providers to update Api's as currently the "new client as contacts" does not sync across.