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

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    18 comments  ·  Practice tools  ·  Admin →
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    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.

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    Sarah Edwards commented  · 

    Hi Louis, Thanks for your reply. The issue at hand doesn't seem to be the requirement for a contact to be separate to a client, rather that many of us have incorrectly added multiple contacts for the same person. We would like to be able to merge these, as we would for a duplicate client.
    I personally have found that exporting the client/contact record and updating to import has created even more duplicates - clearly I was doing it wrong (included archived clients) but the merge facility would solve all of our problems :-)

    Sarah Edwards supported this idea  ·