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1. Contacts - Different default email addresses for different transactions in Xero

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   224 comments  ·  For small businesses » Contacts & communication  ·  Delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 update you if anything changes. Thanks

   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… more

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   Paul Lawton commented  ·  Jul 8, 2023  ·  Edit…  ·  Delete…

   We need to be able to send quotes to specific purchasers and invoices to accounts departments. This is critical to the whole system, its as if xero assumes that all its small business customers are only dealing with the general public. trying to use this software to deal with companies with a large number of employees & departments is almost impossible. Sending quotes to the accounts payable department just annoys people, sending invoices to site managers means it never gets to the accounts department. I honestly cant believe that this is even an issue. Sage has had this for 20yrs.

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   Paul Lawton supported this idea  ·  Jul 8, 2023