Xero Practice Hub - Option to email directly from Client list
Having the ability to email a client directly from the 'Search clients' area to avoid opening the client file.
If you search a client & click on the email in the column, there is a pop up just showing the email address again. This should be interactive so you can click on it & an automatic pop out to a new email opens, using your default program. Outlook in my case.
If I need to email multiple clients in a row, this method would be faster than opening each client file to automatically email then going back to search again, or copying and pasting from search and creating my own new email from outlook each time.
Linda Bryce
shared this idea
Hey LInda, thanks for raising this idea with us. Having the option to email a client directly from the client list in XPH is not something we have planned but we have moved this idea to Gaining Support so we can monitor votes and comments. Now all you need to do is share this with friends and colleagues to add their votes and comments!
