Settings and activity
2 results found
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644 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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Mary Ashby
commented
Hi,
This is proving to be a real problem to me. Our customers are large companies with several employees. Ideally, we need two separate email fields in the finance section for invoices and statements. In the main contact details section we need the ability to enter several different email addresses so we can choose who we want to send the quotes to.
Currently we are losing important email addresses as they have to be deleted when we want to send quotes, invoices or statements to just one email address.
If I am misunderstanding how to use the contacts properly please can I have some guidance? Thank you.
Mary Ashby
supported this idea
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113 votes
An error occurred while saving the comment Mary Ashby
commented
Ths is really important and it makes no sense that awaiting approval bills don't automatically appear on the dashboard.
Mary Ashby
supported this idea
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This is absolutely essential to me. Some of our customers will not pay unless we send invoices and statements to the correct (separate) email addresses. It's most annoying having to go through every invoice and statement to make sure they are going to the correct email address.