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  1. Contacts - Warning if entering contact simliar to existing

    126 votes

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    submitted  ·  40 comments  ·  Contacts & documents » Contact  ·  Admin →
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    ARC Practice Manager supported this idea  · 

  2. Contact - Approval process for new contact creation

    8 votes

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    1 comment  ·  Contacts & documents » 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.


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    ARC Practice Manager commented  · 

    Ability to lock permissions for creating new contacts. This would mean controls on who could create a contact and therefore stop duplicate and incomplete contacts being raised. As a company that manages and cleans up multiple Xero accounts this is a feature that would keep client Xero accounts tidy and complete.

    ARC Practice Manager supported this idea  ·