Settings and activity
2 results found
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28 votes
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
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Kathy Kowalczyk
supported this idea
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540 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Kathy Kowalczyk
supported this idea
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I am a bookkeeper and I work in many client files. I need a short note at the top of the contact page, in the header, so I and my client can see it right away. Maybe it can be a tab in the same line as the other contact tabs. Right now the History and Notes section is all the way at the bottom, under all the transactions, and it is full of activity items, so it is not user friendly. Many other accounting programs already have this feature, and we really miss it in Xero. Please add it.