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2 results found

  1. Contacts - Ability to pin a note on contact profile

    21 votes

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    1 comment  ·  Contacts & files » Contact  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest in being able to pin contact notes so these show more prominently.

    Right now, as you may be aware there is a Notes field (separate to the Files & Notes on a contact s record). This is within the Contact Information section when adding or editing contact details.

    Information you enter here will be shown on the Contact main page to the right side of the screen and can be edited as needed

    Being open we don't have plans for enabling the ability to pin a note on a contact at present but will continue to track the interest in this through the community. Thanks

    Finance Dept supported this idea  · 

  2. Sales Invoicing - Automate 'send me a copy' on invoices

    129 votes

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    submitted  ·  78 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Finance Dept commented  · 

    Absolutely!
    Why remove something that is really useful..
    Usual Xero process I'm sad to say

    Finance Dept supported this idea  ·