Dashboard - Ability to add sticky notes/notes
To have notes in the Xero Dashboard.
Purpose: Users within the Xero org can leave the notes and easily remind one another.
201
votes
AdminXero Team
(Admin, Xero)
shared this idea
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Anja Carr
commented
Would be great to put a reminder up for certain dates.
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Lauri Matthews
commented
This would be very useful. Especially if everyone could see it.
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Eric de Jager
commented
Yipp or even just making notes for yourself to see in your Dashboard
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AdminXero Team
(Admin, Xero)
commented
Add feature on the Dashboard for users with the Adviser permission to add client notes.
Purpose: Notes specific to that client can be held here so that other advisers who're less familiar with the client can quickly check what they need to consider when working specifically in that file.