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
Thanks for your feedback here, everyone. We're pleased to share that we've given Client notes a bit of a revamp.
You'll find this now shows full notes by default and it also has an improved layout, and allows you to add HTML links. 😁
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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.