Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Contacts - View all transactions history & notes from contact record

    33 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    An error occurred while saving the comment
    De-Vonia Skipworth commented  · 

    The previous system was part of our debtor management process and a key part of our operational procedure in noting invoices as apposed to working from the contact notes only.
    This improvement requires our whole company to pivot to a new process to ensure we are able to continue to operate compliantly.
    Not happy with this update and loss of invoice notes being shown on the main contact notes

    De-Vonia Skipworth supported this idea  ·