Xero client notes
When an existing client calls, a note of the call is added to their contact in Xero.
What it does
- Only when both the name and phone number match a contact.
- Never creates contacts: new enquiries stay out of your ledger.
Works with
- Xero
Setting it up
Create a Xero custom connection (Xero charges £5 a month) and paste its client ID and secret.
Set up around how your business works. If you need it to do more, one of our developers can build that for you. Arrange a call ›