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  1. XPM | Job Manager - Add notes column with option to add note

    101 votes

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    23 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for taking the time to share this idea and for adding your feedback here 💙

    We hear that you feel this would be an improvement, and while this is something the team has considered, it’s not currently in the pipeline and we’re unable to share plans to take this forward right now. We know that may be disappointing, especially given the support for this idea, and we really appreciate you continuing to tell us what would make the biggest difference for your practice. If anything changes, we’ll be sure to update you on this thread.

    Sandra Christie supported this idea  · 
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    Sandra Christie commented  · 

    I love the new Job Manager view where you can hide or show columns as you need. I would LOVE a column for comments. For example say a job is waiting for a client to send a particular document I'd love to be able to add that in that view. Or maybe that field could show the latest note made in that job. It woudl save us having to click into the job to see what was holding it up.