Settings and activity
3 results found
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82 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
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Tania Putu
commented
It would be really helpful to be able to add notes in projects for billing. For example to be at the top of the Tasks and Expenses in case you have to do something particular to the invoice on a particular month or even monthly.
Tania Putu
supported this idea
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4 votesTania Putu
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88 votes
This is disappointing as being able to add cost estimates, contracts to a project is basic in my opinion and a good way to have everything at our fingertips especially when doing invoicing. having notes on another page isn't very helpful when you aren't in that page when doing particular things.
Please reconsider this as it's not a major upgrade to put in just functionality.