Settings and activity
2 results found
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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…
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Kerry Weaver - Royston Smith Ltd
commented
Separate email address for Statements
the increase in AI is showing an increase in sending customer invoices to a portal email address, which does not handle anything other than pdf invoices
When sending a statement, Xero picks up the portal email address along with others and so consequently I have to manually edit the email address required for the statements to be sent to
I have over 700 customers statements to send out each month - my little piece of paper to remind me to change emails to a statement email address is getting longer and longer each month
Please can you provide a separate Statement email address box, just for statements please
Thank you !Kerry Weaver - Royston Smith Ltd
supported this idea
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8 votes
Appreciate the feedback, Martin. As you noted you do need to search ideas first and to create one you'll need to enter a forum and search where you'll then get an option to Post a new idea if lone of the results doesn't match what you're after.
Understand how this could be simpler and while we don't have any immediate plans on this, we;ll update you here if any are made.
Kerry Weaver - Royston Smith Ltd
supported this idea
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This is gettting absolutely critical now
I am continually asked to set up email addresses for a customer portal address to send invoices to.
Another manned email address is for queries and customer statements
My manual; 'written' (yes in this day and age!) list of emails to delete out of each customer communication is ever growing and it is getting beyond a joke now. This simple function should be automated especially for Statements
I have over 2500 customers to handle, it cannot continue as a manual process just for communication.
PLEASE XERO, this issue is not going away