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  1. Contact | Note that Purchase Order Required

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.

    At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.

    For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.

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    Louise Gilmour commented  · 

    This goes some way to help but it relies on looking for the note which could easily be missed if you're quickly raising invoices. It would be great if there could be a tick box in the Customer record that signals that a PO or reference number is required, so invoices can't be saved or sent without this being included.