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1. Contacts - Ability to set a default email template

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   8 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme. 

   This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here 

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   Andrew Coom commented  ·  18 January, 2023  ·  Edit…  ·  delete…

   We would also love to have this functionality, as we have a different email template for insurance company customers vs private customers.

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   Andrew Coom supported this idea  ·  18 January, 2023