Settings and activity
2 results found
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146 votes
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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74 votes
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Leo Seymour
commented
It would seem a simple thing to be able to drag the tasks into the order required. After all, this is already possible with line items when preparing sales invoices and when building a P&L report by account.
Leo Seymour
supported this idea
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Adding my voice to the request to be able to delete a contact with no activity, which are all too easily created inadvertently in Xero. It cannot be difficult to add this functionality unless there is a deeper reason why Xero cannot do so.
My archived contacts have now grown to 132 through duplication or auto creation.