XPH | Clients - Show Notes history with date stamps
Any note entered against a client used to be automatically date stamped, and this disappeared yesterday.....Why? This is important and used to date srtamp conversations with clients etc
Sue Steedman
shared this idea
Hi team, happy to let you know here that date stamps have been returned to Client notes once saved.
We appreciate the importance of having this visibility over client notes and want to say thank you for sharing and feeding back to us here.
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Sue Steedman
commented
Every note used to be date stamped, and now this has suddenly disappeared only to say how many years ago or months ago, actual date is gone. This feature date stamped conversations with clients etc. this needs to come back!
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Christopher Sykes
commented
The date a Note is created needs to remain as the date on the Note.
When a Notes is edited the date changes to the date it was edited. This needs to remain as the date the Note was created not changed everytime a Note is edited. For instance if it is used for incoming or outgoing mail and the letter was sent or received on the 30/09/2025 this needs to remain as the 30/09/2025. Currently if someone updates the Note on the 03/10/2025 the Note date changes to the 03/10/2025, so you no longer know when the letter was actuall received or sent. This makes the Note usless for keeping records.
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Barry King
commented
In Xero HQ - Clients - Notes - Please show date of the note not "a Month ago" which is meaningless.