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.
100
votes
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!
-
AdminXero Team
(Admin, Xero)
commented
Users can add multiple email addresses to a client record. It would be helpful to identify which one should be treated as the primary email.