Bulk Customer Name Update
Currently there appears no way to update customer names in bulk. If you change them in the Excel sheet and re-import these will create double entries because they attach by name. In addition, these will send down to Xero.
It would be great to have an Excel import which could have old name, new name - then update in DEAR but retain the attachment to Xero, and then update Xero also in the next sync (kinda like Unleashed does :-))
1 person likes this idea