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1. History & Notes - Xero Mail - Log of mail sent via Xero

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   174 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly M (Community Manager, Xero) responded

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address in History & Notes, including where an invoice is resent. Adding the ability to quickly confirm who an email was sent to.

   We know a full log of the email body is the ultimate goal for many of you, however we want to be transparent that this is not something we have planned in the next 12 months, however we're watching this idea sharply and will share any new updates right here if anything changes.

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address… more

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   Jonathan Savory commented  ·  25 October, 2023  ·  Edit…  ·  delete…

   Clearly XERO aren't particularly bothered in this issue that so many people find of critical importance. Shame on you XERO. I first posted on this thread months ago, and I can see I'm far from alone. This "suggestions" section is obviously a bit pointless, as nothing gets done. Come on XERO, stop paying lip-service, listen to your customers, and make this happen. Surely you can see this is an essential feature?

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   Jonathan Savory commented  ·  09 December, 2022  ·  Edit…  ·  delete…

   Having access to an email trail of interactions with contacts is a basic level of recording that really should have been implemented from the start. I'm new to Xero, Generally I find it excellent, but in this area it's severely lacking, this needs addressing as soon as possible.

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   Jonathan Savory supported this idea  ·  09 December, 2022