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1. Contacts - Increase persons and emails per contact

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   8 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi there 👋Is there an ideal number that you'd be looking to add to a single contact? 

   Also surrounding the second part of your invoice here - With classic invoicing there is currently the ability to create invoices for a contact group. This isn't available in new invoicing as yet, but something the team are looking to develop. 

   Julian Stirling supported this idea  ·  01 December, 2023
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   Julian Stirling commented  ·  01 December, 2023  ·  Edit…  ·  delete…

   Agreed, this is sorely needed. Within a single contact I deal with multiple project managers. I need to send invoices to the appropriate project manager in order to get it approved, not just to their accounts team.
   I'm batch processing invoices by csv import. Adding in a cc-email field in the import template should be a simple process.

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