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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.

外接程序功能
在使用此外接程序时,它
  • 可通过 Internet 发送数据
  • 此加载项可访问和修改活动邮件中的个人信息,如正文、主题、发件人、收件人和附件信息。它可能会将此数据发送给第三方服务。将无法读取或修改你的邮箱中的其他项目。
  • 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_4b559cd1-59bb-4dfe-b8df-0e68a0d3c9fd/Notewithattachment.png
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    https://az158878.vo.msecnd.net/marketing/Partner_21474844911/Product_42949681055/Asset_d52e8926-f1ac-482d-b958-fdac6b3af641/signinpage.png
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