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Xero HQ

Xero Ltd

Turn emails into client notes in Xero HQ, directly from your inbox.

Turn important email correspondences into client notes in Xero HQ, complete with attached documents and tags. Make sure that important information sent to you by your clients via email is permanently stored against your client records, and visible to your Practice.

Note that you need to be a Xero Partner to use this add-in.

Capacitats del complement
Quan s'utilitza aquest complement:
  • Pot enviar dades per Internet.
  • Aquest complement pot accedir a informació personal del missatge actiu i modificar-la, com ara el cos, el tema, el remitent, els destinataris i la informació adjunta. És possible que el complement enviï aquestes dades a un servei de tercers. No es poden llegir ni modificar altres elements de la bústia de correu.
  • https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_94c9f131-170d-49d4-9ffc-6f9d8caff8f7/notedetails.png
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