Settings and activity
2 results found
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782 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
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Sarb Haire
commented
Please can you look at implementing this?
In the Contacts page you could have a separate field for email addresses for Invoices (example accounts dep), and a separate one for Quotes, it would make so much sense! Please can someone reply from Xero? This just needs a little work from your IT team. Kindest Regards Sarb.An error occurred while saving the comment Sarb Haire
commented
Please can you look at implementing this, For Example, If I am sending an invoice, every time, I have to delete the persons that I need in there for quotes (and vice Versa with quotes)? In most cases, I delete the relevant persons, but on some occasions, I end up sending them to all departments, which is frustrating for all concerned.
Sarb Haire
supported this idea
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251 votes
Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.
We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.
Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.
To be transparent, this work isn’t currently on our roadmap.
For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.
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Sarb Haire
supported this idea
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You have recently upgraded your system to allow us to choose which attachments to add to your quotes before, this is a very similar request, just give us a drop down box to allow us to choose from the saved email address, for when we send anything from Xero. It’s just background programming required from your IT department! It would make so much sense. But lack of response isn’t acceptable when we are paying Customers. How many people have to ask for this before it should be compulsory for Xero to act on?