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  1. Projects - Notes or Description field in Projects

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    28 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

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    Keana Taylor commented  · 

    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.

    Keana Taylor supported this idea  ·