Settings and activity
2 results found
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485 votes
Hi everyone, we understand how frustrating it is when important emails like invoices are filtered or blocked, and how this affects customer trust and timeliness of engagement with your transactional communications. Thank you for continuing to share examples and highlighting the impact this has on your business.
We’ve made meaningful progress towards enabling email sending from your own domain. While progress is taking longer than we’d like, we can confirm that substantial backend work is underway. This work spans multiple interdependent teams across Xero, and there are still important steps we need to work through before we can release the capability to customers reliably.
As we continue to develop this capability, there are a few questions that would help our product teams ensure we’re solving the majority of our users’ needs in this space, with a reliable and secure solution.
We’d really appreciate your input on the following questions, either…
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Marc Paquin
supported this idea
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An error occurred while saving the comment Marc Paquin
commented
I am surprised that this is not possible. I received recently confirmation from multiple clients that they did not receive a quote or invoice when I sent them via Xero. This is impacting our business and sales cycles.
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85 votes
Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify.
We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing.
While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea.
For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact'
On the other hand, if you'd like to ensure…
An error occurred while saving the comment Marc Paquin
commented
Using this feature because the quote link is not available via API. It's the only way I found to receive a ticket to a monitored mailbox that is not a personal account and parse the quote link to update deal records in my CRM. It doesn't look professional to cc a monitored email address, but it's been years since it is proposed as a feature to Xero and nothing was done.
Thank you for working on this feature! One of our emails from Xero was rejected recently for a quotation. We are forced to send another email to our client with the quote attached, and since the API does not reveal the public quotation link, we even have to create automations to copy our sales email address to each Xero contact and receive the quote from Xero via our sales mailbox to parse the quote link and populate our CRM. Here's our response to your questions:
Within your Xero account, would you want multiple Users to be able to manage custom email domain settings, or just Administrators?: Administrator only
Does your domain have more than one mailbox associated with it? Yes
Would you want to use the same domain across more than one Xero organisation? Not for organizations, but I am sure that larger organizations would welcome the feature to use the same domains across Xero organizations.