Clients - Ability to set an email for a specific purpose
It would be useful to have settings to setup multiple emails on a clients record for different purposes. This would improve accuracy in communications and sending of documentation when managing clients.
AdminKelly Munro
(Community Manager, Xero)
shared this idea
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
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Kathryn Pinkerton
commented
Agree with comments below, particularly for sending tax letters.
eg. We may have a group of clients who all have their own email addresses, but all of their tax letters should go to one particular address.
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Leah Smith
commented
I'd love to see an enhancement that allows assigning multiple email addresses to a single contact, each designated for a specific purpose. For example:
• Email address for sending invoices
• Email address for annual returns
• Email address for tax letters
In some cases, it would be useful to be able to include more than one email address per category (e.g.msending invoices to both the client and their bookkeeper).
This would make communication more targeted and reduce the need for manual email forwarding or workarounds. -
Nick Wilkinson
commented
As a Xero implementation partner, the following recommendations are for client email fields that practices have asked me about time and time again and that we have to develop other workarounds for (important to note that these are independent to individual contact details handled by the contacts feature).
1. Primary Client Email - single email
2. Tax Letters/Payments - multiple emails
2. Billing/Invoices Email - multiple emails (even better if can integrate with Xero primary and secondary billing contacts to be emailed)