Settings and activity

1 result found

1. Contacts - Ability to set a default email template

   24 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   8 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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 

   An error occurred while saving the comment
   Michelle Hirons commented  ·  05 June, 2023  ·  Edit…  ·  delete…

   This would be a very helpful feature. It's very confusing in contact set up between invoice and email template defaults especially if they're named similar. But our clients pay different ways and it would be great if the email template gave instructions based on a contact default.

   Save Submitting...
   Michelle Hirons supported this idea  ·  05 June, 2023