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  1. XPM: Dedicated client notes section

    6 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Lauri Moore commented  · 

    We are looking to have a “comment” section for free txt added to XPM. Ideally what we would like is to see this section/area at the top. We understanding that we can add custom fields to XPM Unfortunately, customer fields sit at the bottom of the page and are not great for important client information.

    Lauri Moore supported this idea  ·