add custom fields to contacts
Ability to create or edit additional 'custom' fields to use for notes, additional phone numbers, job descriptions, etc.
Currently, we’ve no plans to work on this feature but please continue to add your votes and comments.
We’re continually adjusting our priorities as different features are completed and your feedback is really important.
Desperately wanting this. I don;'t understand how core customisation of fields in basic data objects like this isn't seen as something highly useful as it makes the system much more customisable to different use cases
Ella Codey commented
it shows in xero in the help section how to create a new heading:
In the Business menu, select Settings.
Under Features, click Custom Fields.
Click New Custom Field.
Under Custom Field Types, click Select next to Heading.
Give your heading a name.
Select the appropriate areas in Practice Manager where you want to use this heading.
This is great - however when I go to the business menu, and select Settings, the isn't the option for custom fields under features.
Has anyone worked out how to do this yet?
Keeping everything crossed for a positive response.
Is this still under review???
oh dear! yet another simple feature that xero has been "looking into" for the last 5 years or more! :-/
Stephen C commented
Chandi Dabare commented
Also, If this unique identifier can be auto generated by Xero, that would be great. In Xero practice manager, client details URL shows a specific numerical identifier for each client, but this is only shown in the URL. For XPM users, this could be the identifier that links with customer contacts.
Chandi Dabare commented
+a for this suggestion. Having a common unique client identifier would allow us to use it across all other systems and document management.
Peter Wood commented
I am looking for custom fields or tags on Contacts in order to properly integrate my medical invoicing software with Xero. I need to be able to retrieve, create & maintain them through the API. Xero users should be able to see them when viewing contacts, but I have no need for Xero users to be able to maintain them. Ideally I guess the creator should be able to set which custom fields/tags are visible to users, as some may be required for integration only (say, sync-status or id).
Joseph Nelson commented
Additionally the mobile phone field should be attached to the multiple, but individual contacts for a particular company.
The mobile phone line is in with the main business information and a cellular phone is unique to the individual. It should be attached to the name and title of the individual within a company.
Joseph Nelson commented
I CANNOT EMPHASIZE TOMYOU ALL ENOUGH HOW CRITICAL this option is.
It has been far too long since this was a thought of creation and mothers are far too many people who have expressed interest in this piece. This must be fast tracked in the API. We beg of you.
Curtis Arnold commented
1. Important for me to be able to store both Trading Name and Business Name for my wholesale customers.
2. Having the option of adding other custom fields would make it easier to sync my customer data between my CRM, my website and Xero. If I can create matching custom fields in all systems then (even if the integration isn't perfect) it's a simple CSV export/import to keep everything backed up and up to date.
+1 from me... would be really useful as we have to record extra details (basically just a couple of registration numbers) about customers for HMRC compliance reasons and I'd rather have these details in the one place.
Just the ability to add a Company Number
Andrew Gould commented
Yes this would be good. I would love it so I could add different site address for a client. Thanks
It would be ideal to be able to add custom fields with selectable custom field types, this would bypass the need to have add-on third party products to provide the facility. This would give users a one-stop product and make the product more attractive to potential new customers.
Jennifr Perri commented
I need to add car rego per contact that is search able - not per invoice.
MYOB had 3 x Custom List options and also 3 x Custom Field options.
I am trying to move client across to xero but to not be able to add REGO and search is likely to be a show stopper for him.
Any updates on this? We really need to add custom data for our clients such as their start date with us and the internal account manager assigned to them. Seems like an easy add. I know Workflowmax allows this but we can't use WFM because they don't support multi-currencies. We also need these custom fields to be searchable, such as pulling a list of customers just for one account manager.
I think this is a great idea. the ability to "categorize" a contact without adding them to a group
I think this would be a great idea, have a not for profit that provides water to a small community and to be able to add custom data to the contact either in static data or list form would be great. We have been looking for an add on to handle this but alas non provide for custom data against contacts.