Question

Is there a way to make the customer notes field larger (taller)? A recent change in QBO has resulted in this field being only 2 rows tall; far too small to be useful.

Forum|Forum|6 years ago
December 9, 2019
6 replies
5 views

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QuickBooks Online

Michael K

Level 4

Hi there, @sskinman.

Thanks for reaching out to the Community. I can assist you with more information on the Customer Notes field.

If you're viewing the Customer Notes field from the customer's profile, you'll notice that it's only a single line. However, there is a way to have a larger area to input customer notes. Just go through these steps:

1. From the customer's profile page, click the Edit button.

2. The Customer Information window will appear. Choose the Notes tab.

3. You will now see a much larger area to enter your customer notes.

For more detailed information on using the Notes feature, check out this article.

Let me know if you have any other QuickBooks related questions. Have a great day!

S

sskinmanAuthor

Yes, I'm aware that I can see the notes by going into edit mode, but that's a really cumbersome way to have to do that, particularly when as recently as a couple of weeks ago, the full notes were displayed when you viewed any customer (without having to deal with edit mode).

If you were a daily user of QBO, you'd agree, but from the support chair you sit in, I can why that it seems trivial to you. Hobbling features that were once useful just doesn't make any sense. This sort of thing just adds to the frustration of continual price increases.

PLEASE consider undoing this recent change to QBO! Don't make users jump through extra hoops just to view customer notes.

asdfds

I agree with both of these individuals. What a tedious process now that I have to go to edit mode. We have several customers with multiple service locations. We use the notes section to enter all their locations and use this to select the correct location to bill when preparing invoices. Removing this feature has more than doubled the time it takes me to do my work in Quickbooks. I would be really grateful if you would bring the old feature back!

BettyJaneB

Level 9

Hello there, @bcconstruction.

Utilizing QuickBooks smoothly can get your work done easier and faster. I can see the importance of having a bigger space for the notes section on the customer's transaction screen.

Our developers implement features based largely on the preferences they receive from our users. I'll personally submit this request to them for evaluation and consideration.

To stay in the loop about our latest news and updates, I recommend visiting ourQuickBooks Online Blog.

I've also included here a link which you can read through about the recent changes in QuickBooks: What’s new in QuickBooks Online

If there's anything else that you need assistance with, let me know. It'd be my pleasure to help. Thanks for coming and have a good one!

A

astonishedman

Thank you for passing this request along. To clarify, we aren't really asking for more note capacity. We are needing to be able to VIEW more notes at once. Right now you can only see about one and a half lines. I've attached a screen shot so you can see what we are talking about. There is another note area close to the top of the customer card which shows 3 lines at a time. But really, what would be most helpful to us is to be able to resize this window to see more of the notes at a glance.

S

speramer1212

i agree! we just moved from desktop to online and use customer notes for every customer and invoicing every month! That's 300 customers and notes and this is impossible. if you have the notes setting why cant we adjust the size of it...and see if it when making invoices like you can on desktop

A

astonishedman

YES PLEASE!!! I keep extensive notes for clients that I have to reference constantly all day. I'm a web developer and keep login information for customer accounts and other information I have to access. The new tiny window is awkward and slows down my access to information considerably. Time is money. Please fix! Maybe simply make the display window just like the very textarea I am typing in now. I can drag the bottom right corner as big as I want. That would be perfect! Let it show the one line and let me drag it bigger to see my info.

Thanks in advance for devving this out.

T

The Sewer Doctors

Agree with all of the above comments. There's so much space there, please allow us to drag the notes section open so we can utilize as we choose/need. Thank you!

IamjuViel

Level 8

Hello, @The Sewer Doctors.

The notes section in the Customer Information window allows you to enter 650 words or 4000 characters including spaces. I definitely understand why the ability to drag the notes section to add more information would be handy. Our developers implement features based largely on the preferences they receive from our users. I'd personally forward this to our Product Engineers for considerations in our future updates.

In the meantime, you can consolidate your customers information in one document and attach it to your customers information.

To stay in the loop about our latest news and updates, I recommend visiting ourQuickBooks Online Blog.

I've also included here a link which you can read through about the recent changes in QuickBooks: What’s new in QuickBooks Online

If there's anything else that you need assistance with, let me know. It'd be my pleasure to help. Thanks for coming and have a good one!

T

The Sewer Doctors

Thank you. Please pass it on because the "in the meantime" solution is too time consuming. If I'm on the phone with a client, I want to open up their name and SEE the bullet point details/notes I need to see, not have to take the extra time to open a document.

M

MEW83

I agree, totally. In fact I think there should be less restrictions on how many notes we add. My payment just went from $60. A month to $80. And the notes area is smaller and restricted to a limited number of characters.

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