Settings and activity
2 results found
-
776 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…
An error occurred while saving the comment An error occurred while saving the comment 
Madelaine Donnelly
commented
Would love to be able to set a different email address for sending Quotes (info@) and Invoices (accounts@) so that queries are responded to more efficiently instead of having to forward the email query between different departments each time.
Madelaine Donnelly
supported this idea
·
-
150 votesMadelaine Donnelly
supported this idea
·
An error occurred while saving the comment Madelaine Donnelly
commented
I agree that we need a system or archiving tracking categories in bulk, even if you just keep the screen on the tracking categories instead of switching it to 'archive' each time, its so time consuming to scroll up, switch to the categories and then scroll down to where you were, then back to archive, scroll up, switch to categories, scroll down to where you were again and so on......
This seems like you are talking about the email addresses you are sending invoices/quotes to...
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.
My idea was to be able to set separate "FROM" email addresses (in settings) for invoices/quotes so that when they reply it goes to the correct department as currently there is only 1 you can set as default.