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louisgeorges2000
Level 3

How do I expend the notes box inside the customer detail page?

They changed the layout of the notes box inside the customer detail page and now I have to scroll one line at a time to read what's inside... it's really annoying. Can I put it back like it was so I can see the whole content in one glance? Thanks!
Solved
Best answer December 06, 2019

Best Answers
ChristieAnn
QuickBooks Team

How do I expend the notes box inside the customer detail page?

Hi there, louisgeorges2000.

 

This isn't the kind of impression that I'd like you to have. We know how much time it can take when something isn’t working the way you need it, which is why we make great efforts to deliver customer satisfaction at all times.

 

Currently, QuickBooks doesn't have the option to extend the notes box inside the customer detail page. For now, you'll need to scroll up or down to read what's inside the box.

 

I can see how this feature would be beneficial to your business. Rest assured, I'm going to submit a feature request from my side, which is sent to the Product Development Team. They're constantly looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks.

 

I suggest visiting our QuickBooks blog site to know more about the latest updates in QuickBooks Online.

 

We want to ensure we continue to provide exceptional service. Let me know should you have any follow-up questions. I'm always here to help. Take care always.

View solution in original post

4 Comments
ChristieAnn
QuickBooks Team

How do I expend the notes box inside the customer detail page?

Hi there, louisgeorges2000.

 

This isn't the kind of impression that I'd like you to have. We know how much time it can take when something isn’t working the way you need it, which is why we make great efforts to deliver customer satisfaction at all times.

 

Currently, QuickBooks doesn't have the option to extend the notes box inside the customer detail page. For now, you'll need to scroll up or down to read what's inside the box.

 

I can see how this feature would be beneficial to your business. Rest assured, I'm going to submit a feature request from my side, which is sent to the Product Development Team. They're constantly looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks.

 

I suggest visiting our QuickBooks blog site to know more about the latest updates in QuickBooks Online.

 

We want to ensure we continue to provide exceptional service. Let me know should you have any follow-up questions. I'm always here to help. Take care always.

View solution in original post

Jeff M
Level 1

How do I expend the notes box inside the customer detail page?

This is a real pain in the a- -! Why did it get changed? Ridiculous! Put it back to how it was!

GlinetteC
Moderator

How do I expend the notes box inside the customer detail page?

I've got steps on how you can see the full page of your Notes, Jeff M.

 

Instead of going to the Customer detail page, you can go to the Customer information window to see the full page in the Notes tab. I'll show you how:

 

  1. From the Sales menu, select Customers.
  2. Choose the name of the customer.
  3. Click the Edit button located at the top right.
  4. Select the Notes tab and enter your notes.
  5. Click Save.

With the help of this setting, you can see the full view of your notes without needing to scroll up and down.

 

Please let me know if there's anything else you need. I'll be right here to help.​​​​​​

louisgeorges2000
Level 3

How do I expend the notes box inside the customer detail page?

Yeah, that's how I've been doing it. I just miss the old "bigger" note box on the main customer page. I have a lot of detail notes for each of my customers and I use to be able to se them without clicking on anything. It's not a big deal but it is a little annoying!  

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