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22 votes
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Rick Smith
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714 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…
Rick Smith
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93 votesRick Smith
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11 votesRick Smith
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68 votesRick Smith
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6 votesRick Smith
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5 votesRick Smith
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11 votesRick Smith
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I echo Lexina Wyatt...CERTAINLY THERE SHOULD BE A WARNING!!!
This is what I sent earlier today:
I saw over 2000 items in a HubDoc folder in my library. To clean things up, I deleted them. I then had an idea, that I should check, and discovered they were all gone from my transactions. I then found this note, in your help files, "Warning, Deleting a file from the file library removes the file from all transactions it’s attached to. We can't retrieve deleted files. To use a deleted file, you need to upload it again.".
DON'T YOU THINK I SHOULD HAVE BEEN WARNED THAT WHAT I WAS DOING WOULD UNATTACH THE DOCUMENTS AND WAS NOT REVERSIBLE?