Settings and activity
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191 votes
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Sinead Gibbons
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653 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…
Sinead Gibbons
supported this idea
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An error occurred while saving the comment Sinead Gibbons
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Yes! I totally agree, this is a must. I don't think i'm on my own on this one, it seems everyone is looking for the same feature to be added. We had this option on previous softwares used. It saves so much time then needing to go through each customer to change the email when sending statements as the majority of our customer request invoices and statements sent to different email address than the primary contact. I'm really surprised that this feature has not already been added with the level of requests before mine.
This is criticial in financial statements. We have accounts set up for example; they are a big catering group and want just one accounts but have several unite under the one account who require statements individually. The only way i see this is possible is by downloading the main statement into excel and sorting it. There are also many customer who will only except an excel statements and the copy and paste option is just not a good option.