Features

Build an Outlook extension to manage emails in Outlook directly with XBert and provide easy ways to get XBert information while working in Outlook

Extending the ability to set a bunch of meta-data against clients. This metadata can be structured exactly as required and standardised amongst clients. Metadata can be used in a variety of ways, including being tokenised in tasks/templates

"at times you may throw in a task quickly to get the ball rolling but then want to convert it to a recurring task. Being able to upgrade an adhoc task to a template would be invaluable"