Settings and activity
2 results found
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320 votes
Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
When there is opportunity to pick this up, I will share any news with you all here.
An error occurred while saving the comment Derek White supported this idea ·
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78 votes
Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
An error occurred while saving the comment Derek White commented
I work with many architects who request quotes/invoice from our company on behalf of their client
At the moment we have to create a new contact entry for every client such as
ABC company on behalf of Fred Bloggs
ABC company on behalf of Samantha Smith
If there was an optional field, say "on behalf of" that we could include in the quote/invoice such as
on behalf of [client name]
The default would be the same as now
ABC Company
However, if the "on behalf of" option was selected a new field would appear in the quote/invoice [Client Name]The result would be one entry for
ABC Company
and the ability to add individual clients on individual quotesDerek White supported this idea ·
What can be more important than your users avoid their quotes & invoices being caught up in spam filters?
Would you explain exactly what is more important? All I have ever seen is an almost identical load of fluff about some mythical "Other Stuff" being more important