Accountancy · Xero

Xero (Accounting Software)

WindowsControlledPlus Client Add-In

Published feature support

What this configuration supports

Address Book Search: Supported
Caller details preview: Supported
Pop contact in edit mode: Not marked supported
Live Mode: Supported
Click to dial via Telogix: Supported
Manual screen pop: Supported
Automatic call activity logging: Supported
Integration with Notes: Not marked supported
Cached Mode: Not marked supported
Click to dial via business application: Not marked supported
Auto screen pop: Supported
Manual call activity logging: Supported
Add contact: Supported
Additional features: Not marked supported

Notes & advisories

To setup API you need to have the Aministrator user accountFor the users to use, the Integration the users need to be Standard, or Adviser Roles to have this integration

References & walkthroughs

Xero (Accounting Software) (http://www.xero.com) Xero (https://www.xero.com/)

Original Telogix listing