Dashboard - Ability to add sticky notes/notes
To have notes in the Xero Dashboard.
Purpose: Users within the Xero org can leave the notes and easily remind one another.
 AdminXero Team
    (Admin, Xero)
 shared this idea
AdminXero Team
    (Admin, Xero)
 shared this idea
      
    - 
       Sheang Feong Chong
    
 commented Sheang Feong Chong
    
 commentedYes please! I want the sticky notes please! 
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       Anna  Spencer
    
 commented Anna  Spencer
    
 commented.. and sticky notes to remind myself! 
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       Wendy Angliss
    
 commented Wendy Angliss
    
 commentedThis would be brilliant for month end where there is a sequence of events that need to take place and several individuals are reliant on the last step being completed. Would save a lot of phone calls/messages. 
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       Jan Bride
    
 commented Jan Bride
    
 commentedThe notes are an excellent addition but they don't stand out and tend to go unnoticed. They need to be a different colour that stands out as soon as the page is opened. 
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       Dino Del Medico
    
 commented Dino Del Medico
    
 commentedwould be extremely useful to add notes to the dashboard to cover the work status This would be a great idea for reminders and to pass info to other within the business I keep post it notes on clients folders for reminders but would be more useful on the actual dashboard of xero for when you log on 
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       Mark Sydney
    
 commented Mark Sydney
    
 commentedwould be extremely useful to add notes to the dashboard to cover the work status 
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       Helen Hogan
    
 commented Helen Hogan
    
 commentedThis would be a great idea for reminders and to pass info to other within the business 
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       Amber Grice
    
 commented Amber Grice
    
 commentedI keep post it notes on clients folders for reminders but would be more useful on the actual dashboard of xero for when you log on 
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       Joana Mendes
    
 commented Joana Mendes
    
 commentedThis is a must. Under each Contract, we could set up the internal note and be able to select if this is to show on Invoice/Quote/PO/Bill Page, and also be able to select if this is a one-off note or a recurrent note. Thanks 
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       Alana Porter
    
 commented Alana Porter
    
 commentedFeature to add - Screen notes/pop ups for new invoices/bills/etc 
 Handy feature to add that I've had in other programs would be for the option to add a pop up screen note/internal reminder for individual companies when adding a new invoice or bill. Something that can be added and removed as necessary.
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       Vanessa Townsend
    
 commented Vanessa Townsend
    
 commentedWould love to be able to write notes on a project for team to view 
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       Amber Grice
    
 commented Amber Grice
    
 commentedHaving a "post-it-note" option on your dash board 
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       Mohamed Rahim
    
 commented Mohamed Rahim
    
 commentedThis is pretty essential and must not be too hard to do as we have similar functionality in the reconciliation discuss tab. Just take the code from that box and put a version of it on the dashboard! Perhaps you could have one tab as notes from adviser and one tab as general notes. Guess you can put a character limit on the box to prevent it being used for anything more than quick notes! Hopefully someone from Xero will see sense and put this in ASAP. 
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       Jan Bride
    
 commented Jan Bride
    
 commentedI agree whole heartedly with all previous comments. It would be so helpful if a separate page could be set up for notes in general and when clicking on a contact or creating an invoice we are aware of any notes that have been generated. 
 It has been on our wish list for a long time and not having a notes page is the only downside to using Xero.
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       Paul-John Mudie
    
 commented Paul-John Mudie
    
 commentedGood idea - whilst they could be applied to the dashboard they could also be used on contacts too 
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       Emma Rosenblatt (Accounts)
    
 commented Emma Rosenblatt (Accounts)
    
 commentedThis is a great idea. It would be really helpful if we could make some notes always pop up when we create a bill or invoice!! 
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       Melissa Appleby
    
 commented Melissa Appleby
    
 commentedThe ability to leave notes for client / other Xero file users on the dashboard would be very helpful. 
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       Kelly Jackson
    
 commented Kelly Jackson
    
 commentedThis is a brilliant idea!! It would be nice to add a note on to the dashboard to remind me if the client is set up on Direct Debit for VAT or not :) Also, for other staff members, should someone be off sick, a short guide could be added. The choice of whether it's visible to the Advisors only or the clients as well would be good too. 
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       Michelle Maurice
    
 commented Michelle Maurice
    
 commentedYes add notes and reminders so when we log into a clients Xero we can see notes straight away that we might have added last time or a reminder to check something. I have been wanting this for ages. 
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       Cathy Empson
    
 commented Cathy Empson
    
 commentedThis would be great, we have a few people dealing with the dashboard and it would be good to leave notes to let others know why it's not reconciled yet or who it is assigned to to investigate so that different people are not chasing the same things or people who are meant to be doing something understand that the item is assigned to them