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  1. New Invoicing | Contact - Change default selection on tab from "add new"

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    4 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, appreciate your feedback. Currently our team are working on some improvements to the To field in new invoicing and the contacts card that appears when selecting a contact. We understand some of our customers make use of the keyboard much more than the mouse and in reviewing the flow when using Tab the team will be making a change to make selection of a contact and movement to the date field smoother. I'll come back to confirm the detail of the change when this is released.

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    Jono Norton commented  · 

    Been using Xero for 2 months following 20+ years on MYOB.
    This automatic creation of a new contact after pressing enter (or tab) is the biggest own goal on the Xero UI. We now have a regular occurence of duplicate contacts. Yes, I understand these can be merged but it is totally unnecessary. When typing part of a contacts name and pressing enter this should not by default create a whole new contact. Who on earth came up with that system? Creating a new contact should be the least accessible option! Also I'd prefer it if a contact could not be created without at least an email address or phone number. Just a name only contact is pretty weak. I note that this is still an issue which was flagged in 2024. Get on with it!!!

    Jono Norton supported this idea  ·