Contacts - Ability to pin a note on contact profile
To be able to 'pin' a note t the top of the client profile to see a note clearly.
This note will continue to stay at the top of their activity to view easily.
Amy Hatcher
shared this idea
Hi team, we appreciate the interest in being able to pin contact notes so these show more prominently.
Right now, as you may be aware there is a Notes field (separate to the Files & Notes on a contact s record). This is within the Contact Information section when adding or editing contact details.
Information you enter here will be shown on the Contact main page to the right side of the screen and can be edited as needed
Being open we don't have plans for enabling the ability to pin a note on a contact at present but will continue to track the interest in this through the community. Thanks
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Kathy Kowalczyk
commented
I am a bookkeeper and I work in many client files. I need a short note at the top of the contact page, in the header, so I and my client can see it right away. Maybe it can be a tab in the same line as the other contact tabs. Right now the History and Notes section is all the way at the bottom, under all the transactions, and it is full of activity items, so it is not user friendly. Many other accounting programs already have this feature, and we really miss it in Xero. Please add it.
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Sue Brant
commented
Please at least pull the note from Contact Details and display it in the header in the top of the Contacts page so it can be seen regardless of the tab the user is on. We need it to catch attention and not be something we have to go look for. I apologize if this should be a new request. I am just trying to get a note that stands out.
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Sonu Mishra
commented
Could we please add a "Quick Notes" text box / sticky note into the empty space on the side of our contact below the total amount reflected.
We need a highly visible spot to write down a customer's special requests (especially things outside our standard practice) so the team can see it instantly whenever they open a contact.
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Christina Allaway
commented
It would be nice if we could have vendor notes at the top of the page. This is the section where we post if a vendor auto-charges us so we don't pay twice. it's also where we note any other important information that pertain to some invoices, but not others.
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Lucia TomazzoliSantarosa
commented
On normal "blue" Xero, for each contact there is a Files and Notes Tab - it would be great if on the top banner there is a an icon to flag when there is content in that tab.
Also, on the Activity Tab, there could a column to indicate when an invoice or bill has an File attached, as it appears when viewing all invoices or all bills (not under each specific contact).