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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.

Capacitățile programului de completare
Atunci când se utilizează acest program de completare,
  • Să trimită date prin internet
  • Acest program de completare poate să acceseze și să modifice informațiile personale din mesajul activ, precum conținutul, subiectul, expeditorul, destinatarii sau informațiile despre atașări și le poate trimite la un serviciu terț. Alte elemente din cutia poștală nu pot fi citite sau modificate.
  • Dintr-o privire
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    https://store-images.s-microsoft.com/image/apps.65329.79d56fa4-108d-4605-b0a1-df00f579f0d0.94d1d47c-fe42-4639-aa29-b9cbb463c6e0.f19a8524-80f0-4fd0-90ad-77660cb570ef.png
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