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Additional contacts
Additional contact persons are named people on the agent. They are synced to Xero when the agent is invoiced. They are not the main Xero contact link.
1. Where they live
Open the agent, then the Xero tab.
In the app
- Agents
- View Agents
- Open the agent
- Xero
- Additional contact persons
- Link or create the main contact first if you still need that. See Connect to an existing Xero contact or Create a Xero contact.
2. Add a contact
Click Add contact.
- Enter first name and last name.
- Role is Property manager, Accounts contact, Statement contact, or Other.
- Email and phone are optional on the form.
- Tick Include on correspondence sent to this agent if they should be copied on emails to the agent.