Settings and activity

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1. Practice Manager - 'Sticky Note' on client home page

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   submitted  ·  15 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Adam Jones (Xero) commented  ·  10 December, 2025  ·  Edit…  ·  delete…

   Pinned client notes should be shown on the client information page. Would help for things like a credit hold on a client. Warning

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   Adam Jones (Xero) supported this idea  ·  10 December, 2025