Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Contacts - Ability to export/import additional notes

    108 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

    submitted  ·  28 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
    An error occurred while saving the comment
    Grant Ennor commented  · 

    We need the history/notes so we have a record of the chemical products used and work done on the clients property for our records and future repeat work.
    Plus if we are audited by Food Safety we have to show products used on site and the areas sprayed, This is all recorded in notes. There are so many useless columns in the csv file why not have 1 or 2 more.
    we have just under 1000 clients

    Grant Ennor supported this idea  · 

  2. Tracking - Make mandatory / required

    217 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

    submitted  ·  85 comments  ·  For small businesses » Business features  ·  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
    An error occurred while saving the comment
    Grant Ennor commented  · 

    We need the Reference field to be mandatory on invoices - There needs to be a way to toggle fields to mandatory within sales invoices
    This field is the only way we can do monthly past search reports

    Grant Ennor supported this idea  ·