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  1. Contact List - Viewing notes from the Contact List

    50 votes

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    submitted  ·  11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Karin van der Lee supported this idea  · 
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    Karin van der Lee commented  · 

    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.

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

    33 votes

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    11 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    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.

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    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.