Help centre · Accounts
How does “Linked and Name only” work on the Customers page?
Open this screen in Saral/accounts/customers
A customer is Linked when Contact Harmonisation has clustered the Xero contacts that are the same party into one golden record; Linked · unreviewed means the cluster was made by the machine and nobody has confirmed it yet. A customer is Name only when no golden record exists — the row is built from the invoices' contact name alone. Both kinds appear here and both open a card, because a customer the group invoices is a customer whether or not the tidy-up has reached them. Where: Customers (/accounts/customers).
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