Email - Send copy to me to show all recipients
Problem
When sending Quotes and Invoices in Xero, users need a simple way to confirm who an email was sent to and keep a clear record of recipients within their email client.
Current behaviour
If “Send me a copy” is selected, the sender receives a copy of the email, but it does not clearly include all recipients. To check who the Quote or Invoice was sent to, the user has to go back into Xero history and look up the details there.
Suggested improvement
For both Quotes and Invoices, when “Send me a copy” is selected, include all original recipients in the copy sent to the sender.
Benefit
This would make email management much easier and more efficient. Users could instantly see in their own email client who received each Quote or Invoice, without needing to go back into Xero history. It would improve visibility, save time, and create a more intuitive workflow for tracking customer communications.
Patrick Baker
shared this idea
Thanks for sharing your feedback on this idea and explaining how this change would help when sending Quotes and Invoices.
We can see the value in having the copy sent to the sender include the original recipients when “Send me a copy” is selected, especially where this helps with keeping accurate records and following up.
We’ve reviewed this idea and are moving it to Gaining Support so other community members can vote and add comments to share how this would improve their experience too.
We’ll continue to monitor the feedback here and share any updates if there’s progress to let you know about.
-
Olga O'Keefe
commented
User's copies of the purchase orders, invoices and statements do show the list of email addresses the document was emailed to. But a quote is emailed to each address separately and the user's copy does not show those addresses. It is illogical and make more difficult to check the email trail.
Please amend the quote emailing procedure so it operates the same way as the invoice/statement/purchase order message.
-
Kylie Smith
commented
Send myself a copy does NOT show the email address / addresses that it has been sent to, only my own email address.
Emails sent to clients do NOT show all email addresses sent to.
This is a critical issue with regards to visibility.
There is no cc or bcc field when emailing invoices, even though it is referred to in answers previously by Xero.
Can we expect a fix for this?