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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

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Altinvest Pte Ltd shared this idea  ·   ·  Report…  ·  Admin →
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  • Alan Orme commented  ·   ·  Report

    Working with NHS departments, we would easily need around 10 per organisation.

    Can't see why the number is restricted.

  • Michael Putnam commented  ·   ·  Report

    Agree with all comments.

    We work with multiple contacts within the same organization and every time we need to send a quote, or invoice to the customer, we have to delete the previous contact name and email address, add the current contact. Then make sure we don't send any emails to the wrong person.

    Being able to open one customer account and select from a contact or contacts within the company will save a lot of time having to enter, delete and re enter contacts.

  • TAWA Contracting commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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.