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1. Contacts - Different default email addresses for different transactions in Xero

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

   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 update you if anything changes. Thanks

   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… more

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   Michael J Good commented  ·  23 February, 2023  ·  Edit…  ·  delete…

   Hi Xero, You are Great however I would really like to add a suggestion which I think many Xero users would also like to see.

   We have many customers who have multiple contacts for various functions example:
   Quotes get sent to contact 1 and 2
   Invoices get sent only to contact 2 and 3.

   Would like the option to be able to set up a contact/customer then add all the contacts on their account and then select/differentiate specific contacts for PO's, Quotes and Invoices.

   Right now every time we sent either we always need to manually remove/add emails when sending to customers.

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   Michael J Good supported this idea  ·  23 February, 2023