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.
When this add-in is used, itCan send data over the InternetThis add-in can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.