I suggest you ...

add more placeholders to email templates

I love the mail-merge style placeholders you've added to the email templates, but there could easily be more!

For example the "Contact Name" - a lot of my customers are businesses, so the emails will say "Hi ABC Company Pty Ltd" which looks silly. I've added the contact names of the actual people I deal with at those companies into the Contacts section of Xero, so having access to "Contact First Name" for example would be excellent.

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Simon Frost shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

5 comments

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  • Ryan commented  ·   ·  Flag as inappropriate

    [Invoice Reference] would be great so the customer can see what the invoice is for and it will be searchable in their email software if necessary.

  • Denis Lavoie commented  ·   ·  Flag as inappropriate

    Could you please provide here and send to me an update on which placeholders you will be adding - and when?

    I'm assuming since you have the overall functionality for this great feature completed and available, it wouldn't take you much time or effort to add a few more placeholders - and thereby make our Xero and lives so much more efficient and better. Think of the gift you can give to the world to make all our lives better!

    I often wish for and would appreciate the folllowing:

    [company_name] - independent of Contact Name, used just for email templates
    [last_month] or [last_month_and_year]
    [current_month] or current_month_and_year]

    Are there any 3rd-party tools or "workarounds" we could set up and use until you can add these?

    Many thanks in advance!

    Denis

  • Bob Jones commented  ·   ·  Flag as inappropriate

    Having [inventory_item] would be very handy too to help clients understand what exactly the bill is for.

  • Georgina Lloyd commented  ·   ·  Flag as inappropriate

    Yes definitely. These placeholders are great however I would like to be able to use the invoice reference as a placeholder.

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