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  1. Contacts - Allow multiple addresses for a single contact record

    1,435 votes

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    504 comments  ·  Contacts & files » Contact  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.

    As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.

    We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.

    We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.

    Mel Allen supported this idea  · 
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    Mel Allen commented  · 

    I have xero integrated with my capsule crm and would like for xero to have the multiple addresses, so it can sync correctly when identifying and updating. At present my CRM allows for multiple addresses for a customer, but xero just creates new contacts so I end up with many of the same name.

  2. History & Notes - Xero Mail - Log of mail sent via Xero

    420 votes

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    174 comments  ·  Reports & tax » History & notes  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

    As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

    Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

    Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…

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    Mel Allen commented  · 

    I'm often not sure who I have sent an invoice to by email, so if I needed to include someone I forgot to include - I could check this and then send it again. Having the ability to link xero to my email client to sync data would also be good, then I could just go to my sent items to check if it copied it across for me.

    Mel Allen supported this idea  ·