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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.

Funksjoner for tillegget
Når dette tilleggsprogrammet brukes, kan det gjøre følgende:
  • sende data over Internett
  • Dette tillegget får tilgang til og kan endre personlige opplysninger i den aktive meldingen, for eksempel tekst, emne, avsender, mottakere og vedleggsinformasjon. Det kan komme til å sende disse dataene til en tredjepartstjeneste. Andre elementer i postboksen din kan ikke leses eller endres.
  • https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_94c9f131-170d-49d4-9ffc-6f9d8caff8f7/notedetails.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_94c9f131-170d-49d4-9ffc-6f9d8caff8f7/notedetails.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_4b559cd1-59bb-4dfe-b8df-0e68a0d3c9fd/Notewithattachment.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_478de4a3-5a2d-498a-8a64-5d085a3d47e7/signinpage.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_d52e8926-f1ac-482d-b958-fdac6b3af641/signinpage.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_75037c8e-9e51-44e3-8c88-a942035367e2/savenoteannotated.png