Contacts - Suggestion for improvement: Display Pinned Notes on the contact information summary page
Pinned client notes should be shown on the client information page. Would help for things like a credit hold on a client. Warning
Adam Jones (Xero)
shared this idea
Hi there,
I can see how having pinned notes visible on the main information page would be a huge help, especially for spotting critical warnings like credit holds without having to click through different tabs.
Currently, pinned notes are only visible when you are specifically viewing the Notes tab of a contact. As a workaround, many users add "!!!" or "HOLD" to the beginning of the Contact Name field so it is visible on every screen and summary page throughout Xero.
I’ve moved your suggestion into Gaining Support under the following title: Contacts - Suggestion for improvement: Display Pinned Notes on the contact information summary page
This will allow other members to vote on the request and help our product teams gauge the demand for this UI change.
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Liz Hadida
commented
This would be even more useful if it then popped up when creating an invoice or bill. A further example, we have a small number of customers that want us to quote a purchase order number, but most do not, so a pop up reminder would be great or even if the existing Contact Notes section showed up on the Invoice screen.
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Gillian Schneid
commented
The ability to add an important or critial note in the main contact section would be hugely valuable. It could be for situations such as 'do not contact' - 'do not invoice until' - 'extended membership until'.
If this idea was implemented it would save so much time with it showing on the contact landing page rather that searching for the info and it would also serve as a highlighted reminder of something important -
Donna Murphy
commented
With the new layout it would be wonderful if on the Client pages it was possible to have an additional column for "Client Notes". We have a significant number of clients with specific notes that being able to see the information on one screen would make life so much easier and more functional in our day to day operations.