What's new
December
04
,
2024
December
04
,
2024
Send emails to multiple contacts

Add multiple contacts to a customer and opt to send emails from Adfin to multiple recipients.
If you're connected using Xero, you will already see all of your contacts associated with a customer imported into Adfin. To view these, click into the customer record. We have loaded in your default settings as to whether or not the contact should be included in emails.
Of course, you can also manage all of your contacts and customers directly in Adfin (in fact, you may well prefer to!). There is a full two way sync so any updates in Adfin are applied to Xero.