Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    24 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Contacts & files » Contact  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    An error occurred while saving the comment
    Sonu Mishra commented  · 

    Could we please add a "Quick Notes" text box / sticky note into the empty space on the side of our contact below the total amount reflected.

    We need a highly visible spot to write down a customer's special requests (especially things outside our standard practice) so the team can see it instantly whenever they open a contact.

    Sonu Mishra supported this idea  ·