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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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    Sharon Fry commented  · 

    Not sure this is the right place, but my suggestion deals with the recent changes to the Contacts screen under Activity tab. The "history and notes" has been dropped to the bottom of the screen which is NOT helpful at all. Especially with long-term clients that have LOTS of invoices. Please allow for the "Activity" screen to be edited similar to the Dashboard to where we can move things around.