The Xero Management dashboard tab shows a contact name is already assigned to another contact error message
Condition
If the Xero Management dashboard tab shows The contact name is already assigned to another contact. The contact name must be unique across all active contacts, do this troubleshooting.
A different client contact record has the same name
The error message that the Xero Management dashboard tab
shows includes the name that the other contact record has. This example shows a
contact record name of Black, Bernard:
Change the name of one of the client contact records
- Select Contacts.
- In the boxes of the Personal Details section, enter a different name.Note: As an alternative, you can keep the same name but change the title.
- Select Save.ezyVet shows a confirmation message:
Merge the applicable client contact records
Note: Do these troubleshooting steps if the client
has two client contact records.
- Select Contacts.ezyVet shows the contact records of your site.
- Select Merge.
- Use the box to select the contact record to merge with the contact record that you want to keep.
- Select Merge.ezyVet shows a warning message:
- Select OK.ezyVet shows a confirmation message: