Xero HQ - Bulk linking Outlook 365 client activity
We love the idea of linking our Outlook 365 emails to Contacts in our practice Xero but I can't see my colleagues emails and she can't see mine unless we add them to the clients activity. At the moment, we will have to add each email one at a time. The ability to "bulk add" to activity would be a game changer as my other team members would be able to share their emails with us too.
Liz Noble
shared this idea
Sorry no one's updated on the idea here sooner. With low partner usage and the big investment required for upkeep, we retired this integration from March 2022.
The app was removed from Outlook meaning you can no longer save emails against client records in Xero HQ.
There are alternative ways of saving emails against client records, which you may want to explore in the Xero App Store
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Liz Noble
commented
it would be a game changer. I'm going to have to spend hours adding emails one at a time to have the information in one place. With 14 team members that's a lot of down time to get the emails linked.