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XPM - Add multiple email addresses for client

We need the ability to add multiple email addresses for a client. Not extra Contacts, but the main email address for a client. Currently you can only enter one email address, this is the address that tax payment letters (for example) are automatically sent to. However, some clients want these to go to more than one address. We have to keep a separate spread sheet and our Tax administrator needs to manually send tax payment letters to those clients.
Something similar to Xero Blue, where you can add an extra email address for invoices and statements to be sent to, and you can tick a box to say who should get what. That would be perfect for XPM too.

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Kym Weis shared this idea  ·   ·  Report…  ·  Admin →
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  • Karen Hart commented  ·   ·  Report

    Agreed, we need separate email address for invoices and statements as they do not always go to the same email address.

  • Louise Harris commented  ·   ·  Report

    Agreed with email address but we also have the same senario with contact numbers we need an arear for

    Business number
    Private number
    Mobile number

  • Olly Evans commented  ·   ·  Report

    We do need to be able to store multiple email addresses against clients/contacts. However, as Salutation and Addressee are only held at Contact level, Xero need to sort out whether the multiple email is held against the Client or Contact.

  • Megan Harrbridge commented  ·   ·  Report

    At present in XPM when a client contacts us to update the email address that Tax Notices or Invoices go to, we end up with different people updating different places, as there is no clear easy way to tell which emails do what.
    We end up with people sending emails to admin asking to update, which creates unnecessary communication.

    It would be great if you could have multiple email address fields within the CLIENT (not the contact/s) with clarity on what those emails do. EG:
    *Tax Email (links to the tax notices)
    *Billing Email (syncs to Blue xero for billing)
    *Contact Email

    Or similar. And allow multiple email addresses in each field separated by a semi-colon (this has been addressed in other threads).
    A competitor product offers this system and it was so much easier to keep addresses updated and consistent.

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