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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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    Chuyan Shi commented  · 

    A new contact can be so easily created by a typing error but cannot be deleted afterwards? The suggestion to merge or archive is not really that helpful. Why not just allow a permanent deletion of such contacts? It is just a wrongly typed name. It's not even a contact.

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    Chuyan Shi commented  · 

    I think this is a simple request and should not be too difficult to implement. Why are we not able to delete them when there are no transactions associated with these contacts? As all others mentioned, this is not affecting audits (I wonder how can a contact with zero transactions affect audits?)

    I think most, if not all of us here are organised people and we really cannot tolerate messy contact list! But Xero is not helping by denying us a 'delete' button. Imagine your phone has outdated/ wrongly spelt contacts and there is no delete button to remove them? Can Xero developers imagine that?

    I'm surprised that this has been asked for years and nothing has been done!
    We urge you to do something about it. Your kind attention is greatly appreciated! Spare your support team from answering the same question with the same (unconvincing) reply for years.

    Thank you!

    Chuyan Shi supported this idea  ·