Settings and activity
4 results found
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47 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
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Dani Walker
supported this idea
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259 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Dani Walker
supported this idea
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52 votesDani Walker
supported this idea
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25 votesDani Walker
supported this idea
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Nominate contacts to automatically populate for quotes or invoices. For many of our clients, quotes go to one email i.e. estimating@client and invoices go to another email i.e. invoices@client. Being able to nominate emails in the contact list for each client to automatically populate when sending quotes or invoices for that specific client would save having to manually type the same email address every time.