Settings and activity
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1 vote
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Keana Taylor
shared this idea
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15 votesKeana Taylor
supported this idea
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111 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
An error occurred while saving the comment Keana Taylor
supported this idea
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Xero - I see Kelly's comment from April. Could I, as a new customer, push back and ask the question this way: What do you need to see from your customers - other than them leaving you for a competitor - as to the criticality of this in order to get the feature added?
I desperately need a way to annotate a project to identify the rainmaker. That is not a function of a transaction, but rather of the entirety of the project.