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  1. Contacts - Permanently delete if no records

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    submitted  ·  56 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Paul Underwood supported this idea  · 
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    Paul Underwood commented  · 

    We encountered an issue when connecting our CRM to Xero—it imported over 4,000 contacts, though we only have about 200 customers and 200 suppliers. I need help using groups or smart lists to manage and potentially delete the approximately 3,600 excess contacts.

    While integration with third-party solutions is valuable, we need proper safeguards in place to prevent dirty data.