Settings and activity
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33 votes
Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
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Tracey Ashton
supported this idea
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8 votes
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
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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.