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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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.