XBert's email integration allows you to create an XBert task to tackle later as soon as it comes to mind. That task will be there waiting for you the next time you log in.
Using tasks in XBert makes managing your clients, your books, your team, and your workflow a breeze – even on the go!
Each XBert organisation and XBert CONNECT account has a unique email address. If you're an admin, you will find this under the organisation's Business Settings for creating organisation related tasks or CONNECT Settings for creating CONNECT-only tasks.
Click on the email address to copy it, or highlight it and copy.
Using your linked XBert email account, add the copied email address as the 'To' email. Email integration will not work from an email account you don't use with XBert.
It's a good idea to save the organisation's XBert email address as a contact, such as XBert – ACME Pty Ltd, to make it easier for the next time.
The email subject becomes the task name, and any text in the email body becomes the task description.
XBert syncs hourly, close to the hour. After the next sync, you will see the task appear on the organisation's or CONNECT portal's ALL TASKS dashboard. Now you can assign the task, set a due date or make it a recurring task, add more details, comment, or flag it as urgent.
Create as many tasks as you like then log in to XBert when you're ready to resolve risk and save money.