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Xero HQ

Xero Ltd

3.8 (54)

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.

Kemampuan add-in
Ketika add-in ini digunakan, add-in ini
  • Mengirimkan data melalui Internet
  • Add-in ini dapat mengakses dan mengubah informasi pribadi di pesan aktif, seperti isi pesan, subjek, pengirim, penerima, dan informasi lampiran. Add-in dapat mengirimkan data ini ke layanan pihak ketiga. Item lainnya di kotak pesan tidak dapat dibaca atau diubah.
  • https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_94c9f131-170d-49d4-9ffc-6f9d8caff8f7/notedetails.png
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    https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_75037c8e-9e51-44e3-8c88-a942035367e2/savenoteannotated.png