Add notes field for contact so that I can see what suppliers do
I have a large number of suppliers in Xero and it can be hard to keep track of what each of them do. Whilst I can put them into broad categories /groups, that is not enough. I would like to have a 'notes' field on contacts so that I can put some information about each of them (searchable if possible) as well as some notes as to whether they are good payers (in the case of customers) or other useful information. This will also extend the basic CRM functionality that already exists for customers.
4
votes
James Fellowes
shared this idea
Hi James, it is already possible to add notes to a contact - See- the last section of our article here
If you're looking to have this information more visible when viewing contacts you may be interested in voting and joining the idea here.