Homepage - Chatbox or notepad on Xero
A widget or chatbox where you can leave comments for accountant or business owner?
Ability to strikeoff and clear the comments/tasks. Ability to add attachments like screenshots or even videos will be a great feature for this widget.
This widget can sit on dashboard.
Davie Mach
shared this idea
Thanks for the clarification, Davie! We don't have immediate plans but are closely monitoring the feedback and votes this receives here. If there are any plans made for a feature like this we'll let you know, here.
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Susanna Waters
commented
This would be very helpful. Assignable notes to accountants and other users, and also option for individual users to make notes on homepage that aren't necessarily seen by other users of that organisation.
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McKenna Jackson
commented
A "notes" widget would benefit our business. We have multiple unique client profiles, and multiple users who access each. The ability to see important reminders/information on the homepage would be beneficial.
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Nikeeta Guazzo
commented
I'd like to see a sticky note style of widget which would allow for the short reminders required for clients and staff when using the file.
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Davie Mach
commented
Yes correct internal mechanism for us to chat between users within an organisation.
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Mohamed Rahim
commented
A box on the homepage for users to add some notes on for themselves similar in style and functionality to the discuss tab on reconcile screen.