XPM - Tag linked with clients and jobs
When adding notes under a client or job, they are labelled with different tags. Within the same client, the tags should be interlinked so that when one tag is clicked, all notes with the same tag are displayed.
Stella Lee
shared this idea
Thanks so much for sharing your thoughts around tagging notes and being able to see everything with a particular tag.
At the moment, there is already functionality in Xero that lets you tag notes and then filter to see all notes with a specific tag. To do this, you can:
- Add the relevant tag to your notes when you create or edit them.
- Use the filter option to select that tag.
- Xero will then show you all notes that have been assigned with that tag.
Because this behaviour is already supported, we wont be pursuing this Idea. That said, your feedback is still really helpful — it highlights that this existing functionality isn’t as obvious or discoverable as it could be, and we’ll keep that in mind as we look at improving the notes experience over time. 😊
