Settings and activity
2 results found
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807 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…
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5 votes
Hi team, apologies it's taken so long for us to update this idea. Returning to the thread and considering feedback it sounds like Contact groups may be worth looking into as a means to group contacts.
Being open, we don't have any plans for enabling Xero as a full CRM communication and bulk emailing tool you can find out more from my update on this idea.
Alternatively, for those that would like to set up separate people on a contacts record for different types of transactions we have another idea here you can vote for.
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Emma Clifford
supported this idea
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Would love to be able to send quotes to one person then list a separate person to receive invoices and statements