Settings and activity
3 results found
-
165 votes
Gloria Holswich supported this idea ·
-
271 votes
Gloria Holswich supported this idea ·
-
10 votes
Thanks for the confirmation, Sally. We have some current work underway with the email send modal in invoices, however I want to be open that at the time the team are not extending to add new placeholders that can be used.
For now, as you may have found you can edit the default email to add the Contact Account Number before sending the invoice. Appreciate wanting something more automated and we'll continue to track the interest of this idea and share if there's any development.
An error occurred while saving the comment Gloria Holswich supported this idea ·
Cyber security audit - The ability to add the contacts account number (aka our client reference for a client) to both the subject line and in the body of all email templates is now super important - almost critical - these days as an assistance to clients to verify that the email is a legitimate email especially for Xero users like us who do not have a dedicated email account with Xero. This deficient has been identified as part of our cyber security audit. Another item on a similar topic is the inability for us to include our full company logo including our contact details and tag line in the emails that are sent to clients via Xero.