Contacts - Increase persons and emails per contact
we need more than 6 email addresses per contact, or the ability to choose groups instead of contacts only , when generating new invoices.
thks
Hi there 👋Is there an ideal number that you'd be looking to add to a single contact?
Also surrounding the second part of your invoice here - With classic invoicing there is currently the ability to create invoices for a contact group. This isn't available in new invoicing as yet, but something the team are looking to develop.
-
TAWA Contracting commented
Agreed this is a limitation we deal with alot of managers who approve the invoices we send then forward onto accounts the limited contacts per customer makes a simple straight forward process longer
-
Cecilia Lindh commented
I agree, we also need to send to multiple users at the clients end for multiple approvals prior to payment and logging of the sales invoices on the clients side!
-
Julian Stirling commented
Agreed, this is sorely needed. Within a single contact I deal with multiple project managers. I need to send invoices to the appropriate project manager in order to get it approved, not just to their accounts team.
I'm batch processing invoices by csv import. Adding in a cc-email field in the import template should be a simple process. -
Ora Lim commented
Indeed I am also facing this issue where we had to do different billing and delivery to different ppl from one single customer. I have more than 10 different contact point in one customer. your system is great but I m stuck here and there is no way i can recreate another similar customer in the contact list cos it doesn not allow duplicate. anyways to move forward fast?
-
Laura D'Ambrosio commented
Please increase the number of contact persons. I have multiple projects with a client and each project invoice needs to be approved by a different person.
-
Kimmie Teo commented
Understand that there is currently a limit of adding up to 5 additional contact persons under a customer's details. We have some clients that require us to send invoices/reminders to more than 5 contact persons. It would be good if Xero can increase the limit.