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

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    225 comments  ·  For small businesses » Contacts & communication  ·  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…

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    Gemma Indra commented  · 

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960884-contacts-different-default-email-addresses-for-d

    Another vote for the same thing.

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    Gemma Indra commented  · 

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47162092-invoices-ability-to-send-invoices-and-statement

    Another vote for the same thing.

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    Gemma Indra commented  · 

    Xero .... if your customers have been asking for this for over 1 year... why haven't you implemented this yet???
    Just give us a drop-down box where we can select which email address we want to send the purchase order/remittance/invoice etc to !! Please :)

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    Gemma Indra commented  · 

    This feature would be incredibly helpful and is an issue we are dealing with at the moment.
    I myself email purchase orders to our suppliers to their sales email address.
    Another staff member emails remittances to their accounts email address.
    And another staff member emails sales invoices to a different email address again.
    All 3 of us need to delete each email address from the auto generated email pop-up box each time we send... quite annoying and time consuming!!

    Gemma Indra supported this idea  ·