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  1. Contact List - Viewing notes from the Contact List

    52 votes

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    11 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for everyone's feedback on viewing contact notes from the list view. We appreciate hearing how this could help manage payment details, terms of service, and client information across contacts.

    While this maybe something we consider further in the future we want to be upfront here that this is not something we have planned in the roadmap.

    We'll keep a track of the interest this idea continues to build in votes, and should there be any change we will updated you all, here.

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    Emma Sharpe commented  · 

    It would be very helpful if Contact Notes could be exported into excel/PDF along with the debtors reports so that we can see the latest contact made with the clients, it would save time having to update notes on other debtors reports each month. It would be great if it could be included as part of the export file for aged debtors.

    Emma Sharpe supported this idea  ·