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  1. Xero Mail - Send as @company-name.com not message-service@post.xero.com

    407 votes

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    335 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.

    They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.

    For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.

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    Derek White commented  · 

    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

    Derek White supported this idea  · 

  2. Contacts - Add a Job Title field

    82 votes

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    14 comments  ·  Contacts & files » Contact  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    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 quotes

    Derek White supported this idea  ·