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  1. Contact - Approval process for new contact creation

    2 votes

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    0 comments  ·  Contacts & files » Contact  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Llewellyn, thanks for bringing this suggestion to the community.

    We understand why having an approval step before new contacts are created could be useful, especially for businesses and practices managing larger teams where keeping contact records accurate and consistent is important.

    This idea is suggesting a workflow where new contacts can be reviewed and approved before being added, helping teams maintain better control over their contact data.

    For now, you can manage who can create and edit contacts by adjusting user roles and permissions. We’ll continue to track feedback and interest from the community around this idea.


    Llewellyn Poon shared this idea  · 

  2. Contacts - Form to request & capture details of a new customer or supplier

    41 votes

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    submitted  ·  17 comments  ·  Contacts & files » Contact  ·  Admin →
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    Llewellyn Poon commented  · 

    Standard customer and supplier onboarding templates that can be sent directly from Xero to new customers and suppliers. Then the completed document can then be imported into Xero reducing the time to capture new contacts into the customer and supplier databases in Xero.

    Llewellyn Poon supported this idea  ·