Settings and activity
4 results found
-
1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Peter Hewitt
shared this idea
·
-
1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Peter Hewitt
shared this idea
·
-
1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Peter Hewitt
shared this idea
·
-
2 votes
Hi Suzanna, thanks for sharing this idea. We understand that having a quicker way to send invoices and statements to groups of contacts could help make billing workflows more efficient.
The suggestion is to allow users to select contact groups directly when sending invoices or statements, instead of manually adding individual recipients each time.
For now, adding additional recipients to contact records can help ensure the right people receive communications. We’ll continue tracking this idea here so the community can share feedback and examples to help shape future improvements.
An error occurred while saving the comment Peter Hewitt
supported this idea
·
I would find it very useful to be able to add, edit & remove email addresses as a 'global, value rather than having to go into each customer and paste an updated email address or remove an unused one: far better is to have a set of contact details, including any emails and use the same details for several customers to which these were ascribed.
eg: we create a group, add customers to it, then add email details to that group rather than each customer. The group could be ticked/unticked as the default details to use - giving the option to allow individual emails when required for customer within that group.