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Xero HQ

Xero Ltd

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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.

Zmogljivosti dodatka
Ko je ta dodatek v uporabi, lahko
  • Pošilja podatke prek interneta
  • Ta dodatek ima dovoljenje za dostop do osebnih podatkov in spreminjanje osebnih podatkov v aktivnem sporočilu, kot so telo, zadeva, pošiljatelj, prejemniki in podatki prilog. Dodatek lahko te podatke pošlje storitvi drugega izdelovalca. Drugih elementov v vašem nabiralniku ne more prebrati ali spremeniti.
  • 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_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