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  1. Contacts - Auto generate Account Number for a New Contact

    162 votes

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    42 comments  ·  Contacts & documents » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.

    While this request is not in the pipeline, that does not mean the need has gone unnoticed.

    Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.

    We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.

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    Stephen Eblet commented  · 

    It would be really useful if when allocating account numbers to customers, the app could suggest a new account number, rather than post an error message on each attempt at allocation. if I inadvertently try to duplicate an account number. For instance if I have a Mrs Smith and I try to allocate "SMIT01", yet all "SMIT" account numbers are already allocated up to say "SMIT08", that the app could suggest "SMIT09".

    Stephen Eblet supported this idea  ·