Date: 27th November 2017
Here’s a neat way to see all your customers’ and suppliers’ information in one place. Simply connect your Gmail or Office 365 account to view emails to and from your contacts, directly in Xero.
You can save emails to a contact’s Activity tab, add an email to a new invoice, quote, or bill, and download attachments to the contact record. Watch this quick video to see details:
Minimise data entry and eradicate typos when you’re adding new contacts. Import contacts directly to Xero, or add them one at a time. Enter the business name and let Xero autofill their business details directly.
Three ways we can help answer your Xero questions: