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

    238 votes

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    submitted  ·  99 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Rachel Erickson commented  · 

    Critical system to have linked to client account, if it is a "cc me " on the email it is significant additional administration to download the email and add to the clients file in xero or alternately try and maintain filing within standard mail system for every client.

    Rachel Erickson supported this idea  · 

  2. Email templates - Increase limit

    7 votes

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    3 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Understand the restriction on the current limits and appreciate your detail in how this'd help you, Kira. Is there an ideal # that'd fit for your business? 

    This isn't something we have immediate plans for atm but good to know when sharing your feedback with product. 

    For the time being, you'll need to apply a base template and can adjust as needed when sending individual items from Xero. 

    Rachel Erickson supported this idea  · 
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    Rachel Erickson commented  · 

    I also have numerous clients who would need approx 20 templates to function, based on different invoice branding, if they have 3 brands under the same xero file, they only get 3 templates each, time consuming work around is to go to drive and copy the template needed if we cant fit in xero due to the limitation!

    PLEASE ADD MORE PRETTY PLEASE !