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  1. Contact record - filter view based on activity type

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    3 comments  ·  Contacts & files » Contact  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look. 

    Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page. 

    I'll keep you updated, here 😁

    An error occurred while saving the comment
    Miranda Wilson commented  · 

    Although this issue is somewhat different to mine it does bring into question the way we use the contacts page. Which is the same general area I'm querying.
    I want to customise the layout of the contact's page so when I'm viewing a list of expense claims in a specific contact's account I can see the nominal code that each is raised to. I had filtered the results on a contact's page to show a week of expense claims from a subbie. Is there a way to
    - See the description of the claim or the nominal code without going into each individual invoice/bill?
    Or is that a 'no' as part of the overall inability to customise the view?