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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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    Daniel Di Crescenzo commented  · 

    Hi Xero, seems like a simple fix, can you look at this, especially where bulk uploads of contacts have been made, where there might have been an error in the uploaded data. This creates a very unclean way to start a file, if archiving is the only way, not a real solution, in this case.

    Please look into the ability to delete contacts with no transaction data, as there is no audit issue or need to retain this information, especially for newly created files transitioned from an alternate software, not a great first impression, and massive time commitment to amend or merge clients.