Settings and activity
2 results found
-
51 votes
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.
Karin van der Lee
supported this idea
·
An error occurred while saving the comment -
38 votes
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 Karin van der Lee
commented
Ability to view all notes posted under history is essential and it used to be an option available previously. This is a step backwards and highly recommend a change.
The History and Notes section needs to be put back into the Invoices Activity section. This function was always available. This is vital for credit control, the notes are stored against a certain invoice and is not easily found. This is such a huge step backwards from what it was.