Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Contacts - View all transactions history & notes from contact record

    33 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tracey Ashton commented  · 

    valid comments and would be helpful - Would be helpful to be able to export the History and Notes report per contact. This would be a useful tool when dealing with Court, debt collection, insurance claims and Company Directors.

    Tracey Ashton supported this idea  · 

  2. History and notes report - Ability to search results by contact

    8 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Tracey Ashton commented  · 

    This would help and be invaluable when dealing with Insurance claims and gathering information for debt collection / court cases

    Tracey Ashton supported this idea  ·