Dashboard - Add a Client Notes box
Add feature on the Dashboard for users with the Adviser permission to add client notes.
Purpose: Notes specific to that client can be held here so that other advisers who're less familiar with the client can quickly check what they need to consider when working specifically in that file.
AdminXero Team
(Admin, Xero)
shared this idea
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Tracey Dupuis
commented
This would be invaluable! I find I'd often like to note what I'm currently waiting for from the client, and other important information that is needed for other co-workers to know, if they go into that file.
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Lisa Poi
commented
A note pad or a place to make notes on the client dashboard so that you can leave notes for yourself or anybody else who works with your clients (think outsource or someone new). All the quirks peculiar to that client and what comes through the bank accounts for reconciliation. Anything that maybe outstanding or will be needed to be dealt with for Annual Returns, reminders to yourself to reverse this journal or that when things cross EOY dates into the next FY