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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
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Marie Trott
shared this idea
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730 votes
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…
Marie Trott
supported this idea
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12 votes
An error occurred while saving the comment Marie Trott
supported this idea
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13 votes
An error occurred while saving the comment Marie Trott
commented
We have customers with multiple quotes they would like combined into one invoice. Is this something you are looking at bringing into the product?
Marie Trott
supported this idea
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81 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
An error occurred while saving the comment Marie Trott
commented
can you cc in quotes?
An error occurred while saving the comment Marie Trott
commented
Ability to add a cc in quotes would be useful.
Also, when you send an invoice to main contact and cc, the notes only show that you've sent it to the main contact and I would like to also see that is has been sent to the cc contact.
Marie Trott
supported this idea
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35 votes
An error occurred while saving the comment Marie Trott
commented
The option of storing the invoice number as a "number" as opposed to "text" would be a helpful update to xero.
Marie Trott
supported this idea
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Be useful to have this ability when preparing multiple quotes for one customer to send in one email, as it can be confusing sending individual quotes when there are a few options.