Reach out from Contacts
Another set of features we’ve released today around Contacts allow you to link from Xero into other systems.
Firstly, you can now make Skype Calls directly from Xero.
We’re hearing a number of our accounting partners are working from home, walking through Xero alongside their customers using Skype. Now that is Accounting 2.0!
We’ve also added the ability to build your own custom links to your CRM system directly from Xero contacts. You set up Contact Links under your Organisation settings. We have a link builder that makes it easy to match contact fields inside Xero to your other systems.
Let us know what other systems you link to and what their link formats are and we’ll look at adding them in directly. What CRM systems are you using?