Settings and activity
5 results found
-
815 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment 
Jan McDonald
supported this idea
·
-
15 votesJan McDonald
supported this idea
·
-
63 votes
Hi everyone, thank you to all those that contributed to our teams discovery in this space.
We also really appreciate all that's been shared about why having a record of communications sent to your customers is important for your follow-up and record-keeping.
Coming off the back of our teams research we're in the process of releasing payment follow-ups, a new feature that helps merchants manage chasing overdue invoices.
We want to be upfront here that we don’t currently foresee adding an option to send yourself a copy when sending invoice reminders specifically.
That said, with more investment into the new payment follow-ups feature our team will consider how to give merchants visibility of the follow-ups sent through Payment follow-ups as a future improvement and your feedback here is valuable to this.
We appreciate everyone who's shared their experiences and helped us understand what visibility is needed when collecting payments.
Jan McDonald
supported this idea
·
-
93 votes
Hi community, we understand how being able to add a persons job title in contacts would help distinguish and identify within a contact.
Being open, this isn't something we have plans of for the time being. Right now, though not the ideal solution you could possibly use the notes feature in contacts to add detail of the differentials. We know this won't solve the needs for everyone in the idea but may help for some scenarios.
If there is any plans made around this we will update you of this, here.
Jan McDonald
supported this idea
·
-
108 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
Jan McDonald
supported this idea
·
Some purchase contacts have requested that invoices be sent to an accounts email while statements are to be sent to a different email address, both of which are different from the person who is the actual primary contact. It would be advantageous for Xero to incorporate this to allow for the invoices and statements to be sent to the correct emails without the necessity of sending every document to the primary contact or to each other which is not required or desired.