Settings and activity

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1. Products & services - Ability to group items

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   submitted  ·  23 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Ting Yi commented  ·  21 May, 2024  ·  Edit…  ·  delete…

   It is critical to group all the items in 'Product and Services'. Mainly can separate into two, what we sell and what we buy (as how we tick when add a new item) . Then the product we sell can be grouped based on function and description, the items we buy can be grouped by the supplier's name. Hopefully this feature could be updated as soon as possible

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   Ting Yi supported this idea  ·  21 May, 2024

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

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   223 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

   Ting Yi supported this idea  ·  03 May, 2024