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!
-
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)