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1. Contacts - Ability to set a default email template

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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 Rory, while it's not possible to set up a default email template for a contact at present you can set a default currency & branding theme. 

   This might go some way toward helping you communicate with contacts in different locations. 🙂 - See our help article here 

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   George Oluich commented  ·  18 May, 2024  ·  Edit…  ·  delete…

   Implementing an option to set a default email template would be highly beneficial, especially for clients who pay via GoCardless (direct debit).
   The email template would remind them not to make a manual payment, stating, "The amount will be deducted from your nominated account."
   I have several clients who forget they have signed up with GoCardless and end up paying twice, which creates a lot of unnecessary work. The branding theme option is not viable in this situation.

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