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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
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NOTES on Contacts

Started by Tiffany Houldsworth in Feature Requests | Idea

At the moment XERO allows for a File to be attached to a Contact Card, a great addition would be to allow a NOTES section to be added
Hi Tiffany, there is a notes section within a contacts record, however I'm guessing you maybe after similar to whats being discussed on this request where people would like these notes to then be reflected and visible when entering transactions? - Let me know if this is the case, and I'll merge to keep all the discussion together. 🙂
 

Kelly M (Community Manager)

I would like to leave a "Comment" about the contact. Not a comment on a particular invoice or bill
 

Tiffany Houldsworth

That is what you can do within the Notes tab of the Contact record, Tiffany. 🙂 - Feel free to have a try in the demo co. to see how it works if you like?
 

Kelly M (Community Manager)