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Contacts - Seperate customer mailing lists

Ability to select different mailing lists for 1 customer. This will be useful when you have different projects for the same supplier.

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Amna Shabbir shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi Amna, could you explain your idea a little more? Would this be to send bulk comms to multiple contacts from Xero, or something like being able to set different persons on a contacts record to receive different types of transactions or communications? 

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  • Amna Shabbir commented  ·   ·  Report

    Hi Kelly, I was thinking of having an option when sending invoices to customers to select different mailing lists. ie. if I had two projects for customer X, I would like to select mailing list for project Y or mailing list for project Z.

    This way I wouldn't need to manually change who to send the invoice to.

  • Dennis Seyersdahl commented  ·   ·  Report

    I would like a way to be able to select customer and create a mailing list that sends from outlook automatically.