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  1. Contacts - Suggestion for improvement: Display Pinned Notes on the contact information summary page

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    1 comment  ·  Practice tools » Clients  ·  Admin →
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    Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Hi there,


    I can see how having pinned notes visible on the main information page would be a huge help, especially for spotting critical warnings like credit holds without having to click through different tabs.


    Currently, pinned notes are only visible when you are specifically viewing the Notes tab of a contact. As a workaround, many users add "!!!" or "HOLD" to the beginning of the Contact Name field so it is visible on every screen and summary page throughout Xero.


    I’ve moved your suggestion into Gaining Support under the following title: Contacts - Suggestion for improvement: Display Pinned Notes on the contact information summary page


    This will allow other members to vote on the request and help our product teams gauge the demand for this UI change.

    Adam Jones (Xero) shared this idea  ·