XPM - Show full client notes by default
Since the recent update in Nov/Dec 2025, client notes are collapsed when they exceed a few lines, which makes it too easy to miss important information. All the notes we add in XPM are all relevant, we don't want any to be hidden.
Previously, notes were fully visible by default. Restoring this behaviour would make critical information easier to see at a glance.
If notes must remain collapsible, an option to show the full note by default would be preferred. Alternatively, the “show more” prompt should be much more visually prominent so it is not overlooked.
Ideally, the collapsed view should be removed entirely so all note content is visible without extra clicks.
Natascha Natke
shared this idea
We appreciate you speaking up and letting us know how we can improve.
Now that your suggestion has been reviewed, it’s officially open for community support. Feel free to spread the word to your team so they can jump in and vote!
Other members can also join the conversation in the comments to share how this idea would make their day-to-day work easier.
-
Elisa Harris
commented
The hidden lines are creating a huge issue for me. Also when typing out a longer note (eg on the phone with a client or ATO) I have to keep scrolling up and down rather than being able to see at a glance the entirety of what I have written.