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1. Contacts - Ability to set a default email template

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   9 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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   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.

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   Michelle Hirons supported this idea  ·  05 June, 2023