Contact - Notes section that's visible within all screens of contact's record
Ability to have a notes section in the Contact’s record.
Purpose: Users can easily add extra notes about their contacts.
Xero Community Team
shared this idea
-
Jo Russell
commented
Or have the ability to "pin" critical notes to the top the of the contact record.
-
Oliver Stanley
commented
Agreed. And to add, it would be really good to be able to edit/ delete notes. Or have some other section which is the 'master' contact/customer information section where you can store the key, current information. e.g. We have different pricing for different customers, and we'd use this feature to record the latest pricing information to make raising correct invoices much easier. Rather than having to go through lots of notes to work out the current rates.
-
Nikki Outshoorn
commented
A note section in the contracts record would be great and it would need to be edited added to or deleted.
-
Christine Hateley
commented
The ability to add any form of note on clients history, eg ABN cancelation/ reinstatement date for TPAR . change from not GST registered to GST registered mid year.
-
Paula Chegwidden
commented
Include the ability to export notes when exporting contacts.
-
Win Smith
commented
Most of my clients could use Xero as a CRM tool if this feature was added.