Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    77 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    18 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Adrian Mircovici commented  · 

    Would love this option as we have had duplicate contacts created with certain details allocated to 1 contact and not the other. Merging them would speed the process of having to copy the data across and achieving.

    Adrian Mircovici supported this idea  ·