Settings and activity
12 results found
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66 votes
Haydn Wedding
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98 votesHaydn Wedding
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401 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Haydn Wedding
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45 votesHaydn Wedding
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29 votesHaydn Wedding
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78 votesHaydn Wedding
shared this idea
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263 votes
An error occurred while saving the comment Haydn Wedding
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An error occurred while saving the comment Haydn Wedding
commented
you've given us the ability to add more than one person per contact, but are whittling away the ability to use this functionality.
I have several contacts who I send quotes, invoices, statements and purchase orders to. I need four different email addresses.
A drop down box to select which email to use, or default for different type of form would be wonderful.
In the newly rolled out quote form, the ONLY email address sent to is the primary person - even if I've ticked the checkbox to 'include in emails' for secondary contacts. -
28 votes
Hi everyone, as much as we appreciate the feedback and interest of being able to receive a notification of whether an invoice has successfully sent. The team priority right now is around the body of the invoice within Xero.
We want to be transparent in this here and will move the status of the idea back to submitted.
We will let you know of any change.
An error occurred while saving the comment Haydn Wedding
commented
This is CRUCIAL.
I've just received an email that wasn't pleasant to read, in regard to 'poor service levels' after a customer didn't receive a quote that was promised.
I did send the quote, earlier than promised - yet Xero didn't send it. If I delve in to the 'history and notes' there is a line there showing the action as 'not sent'.Xero has the ability to recognise that there was an error, yet fails to notify the client of the issue.
THIS MUST BE ADDRESSED. People will lose business through this flaw in the system.
Haydn Wedding
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966 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Haydn Wedding
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62 votes
Hey community,
As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.
Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.
We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀
If there's any change we will let you know on the thread. Thanks
Haydn Wedding
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160 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
Haydn Wedding
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329 votesHaydn Wedding
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Brad is bang on, and these changes remove basic user functionality - like taking away the global search field