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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  ·  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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   Nancy May commented  ·  31 May, 2024  ·  Edit…  ·  delete…

   We're desperate for the ability to email different email addresses for Purchase Orders, Invoices and Remittances to the different departments in a company. Sales want our PO's, Accounts want our Statements, Purchasing want our invoices, Credit departments want our Remittances. The ability to not be able to allocate a task to an email in Xero would kick Xero out of the park for us!

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   Nancy May supported this idea  ·  31 May, 2024