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  1. Clients - Ability to set an email for a specific purpose

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    23 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.

    It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!

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    Wayne Barfield commented  · 

    The feature “Clients – Ability to set an email for a specific purpose” is really about giving more control and clarity in how client communication is handled inside a system. Instead of using one general email for everything, you can assign dedicated emails for specific actions, like invoices, support requests, notifications, or billing updates. This helps organize communication, reduces confusion, and ensures messages always go to the right place automatically.

    In practice, this is very useful for teams or businesses because it improves workflow separation—finance emails don’t get mixed with support tickets, and automated system alerts can be routed differently from human replies. It also makes scaling easier since each process has its own communication channel. https://nurriproteinshake.com/