The Xero Management dashboard tab shows a contact of this name already exists error message
If the Xero Management dashboard tab shows A contact of this name already exists either merge the contact or change the contact name to be unique., 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 and its code. This example shows a contact record name of Mr Williams, Liam and a contact record code of 200090:
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 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: