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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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    Susan Lindsay commented  · 

    The History and Notes section needs to be put back into the Invoices Activity section. This function was removed in the update, however it is very difficult to refer to contact and notes with customers relating to certain invoices as you have to keep going back and forth. it is so time consuming not to mention confusing. It would also be beneficial to have all emails and contact phone numbers showing, otherwise you have to keep going into edit!!

    Susan Lindsay supported this idea  ·