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Organisation Settings: Email Templates - Add a default CC email address

Ability to add a default CC email address in the email template.

Purpose: Users can easily input another email address when they have to add they create an email template.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify. 

We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing. 

While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea. 

For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact' 

On the other hand, if you'd like to ensure you receive a copy of the email being sent make sure the 'Send myself a copy' option is checked beneath the email on the right of the send modal - This is a browser setting triggered by your last selection. So, should remain checked for the next invoice you send. 

When you send emails from your Xero organisation, these are are sent from our email message service. If your customer replies using ‘Reply to’ from the email they’ve received, their reply will go to the ‘reply-to’ email address that has been set up in your email settings - There's been more discussion of this across in this idea. 

Thought we appreciate this doesn't fully resolve the idea here, I hope my explanation above helps understanding and provides options for some of you here. We'll share if there are any further changes surrounding this, here. 

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  • Rachel Conroy commented  ·   ·  Report

    It would be great in settings (Settings, email, templates, sales invoice) to add the same BCC for our CRM, if it is added to the contact it can be seen by customer and not compliant with GDPR, plus it would take ages to add to every customer record.
    The invoice update means we can now BCC from each invoice, but I have to copy and paste each invoice which is very time consuming.

  • FC Admin commented  ·   ·  Report

    This will give everyone more visibility. It’s an issue for us and our customers right now and is delaying payments.

    We get CONSTANT complaints from customers about this.

    Thanks

  • Claire Atkins commented  ·   ·  Report

    In our invoice reminders we have to give notice to a customer that if they don't pay their goods will be disposed of. So we would really like a copy of that invoice reminder so that we can have proof they were given notice.

  • Rob Slowen commented  ·   ·  Report

    This would be useful on quotes aswell so that any quote emails sent from Xero can be automatically logged to Capsule CRM

  • Ella Lovett commented  ·   ·  Report

    This would be really valuable for us when sending out invoices directly from Xero. To have a dropdown box allowing us to select which email address the invoice comes out from would be really key.

  • Duncan Kenning commented  ·   ·  Report

    When is Xero going to implement this most basic of features?
    I just need a default BCC when sending our purchase orders. This isn't rocket science.

  • Genevre Becker commented  ·   ·  Report

    Hi,
    Currently when a client approves a Quote, the Xero confirmation email goes through to just one of our email addresses.

    I am wondering whether I can add another receiver from our organisation, so that another manager is receiving the same information?

  • Tanya Loubser commented  ·   ·  Report

    Get the option to ensure quotes get sent and the other email addresses do not get BCC'd but instead CC'd. This feature is available on invoicing but not on quotes.

    Or perhaps ensure there is an option under the quotes email template that we can choose between CC and BCC.

  • Leona Kelly commented  ·   ·  Report

    I use the 'email payslips' and 'email pension letters' functions in Xero but I have a client who I would like to migrate to Xero who requires payroll@ to be copied on ALL payroll related emails

    I do this in the existing software by inputting each employees email address as " private email; payroll@..." which gave aperfect solution as anything being emailed to an employee automatically is copied all required parties

    In Xero the [safety checks] email address cannot be accepted as it isn't one true email address

    Is there an way in Xero to cc myself or a selected email address on the emails sent from Xero by me team?

  • Lindsay Fisk commented  ·   ·  Report

    ability to add a bcc email address would be good or indeed the the ability to be able to change who a copy goes to - at the moment there is only the option to send it to the logged in user - it would be good to be able to send the copy to the team rather than the me

  • Jonas Valleskog commented  ·   ·  Report

    Yes please, this feature is sorely missed. It can be worked around by for example manually adding your desired internal CC as another person on the customer account with a tick for include in email - but that's a pretty uggly work around and muddies the CRM side of things.

  • Chris Samaras commented  ·   ·  Report

    Will the ability to add a CC and / or BCC email address be added?

    Also will it be possible to change email settings so that emails come from a company email address vs a xero.com email address?

    This seems like such a basic request that I can see has been requested consistently for over 3 years. Is it more complicated than I am making it out to be?

    What can we do to get this feature added?

  • Steve Stephens commented  ·   ·  Report

    I see this idea was first mooted 3 years ago and, as far as I can make out, ther has been no progress.
    OR
    Am I missing something? Please tell me if I am.