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  1. Practice Manager - 'Sticky Note' on client home page

    82 votes

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    submitted  ·  15 comments  ·  Practice tools  ·  Admin →
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    Gillian Schneid commented  · 

    The ability to add an important or critial note in the main contact section would be hugely valuable. It could be for situations such as 'do not contact' - 'do not invoice until' - 'extended membership until'.
    If this idea was implemented it would save so much time with it showing on the contact landing page rather that searching for the info and it would also serve as a highlighted reminder of something important

    Gillian Schneid supported this idea  · 

  2. Contacts - Ability to pin a note on contact profile

    21 votes

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    1 comment  ·  Contacts & files » Contact  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest in being able to pin contact notes so these show more prominently.

    Right now, as you may be aware there is a Notes field (separate to the Files & Notes on a contact s record). This is within the Contact Information section when adding or editing contact details.

    Information you enter here will be shown on the Contact main page to the right side of the screen and can be edited as needed

    Being open we don't have plans for enabling the ability to pin a note on a contact at present but will continue to track the interest in this through the community. Thanks

    Gillian Schneid supported this idea  ·