add custom fields to contacts
Ability to create or edit additional 'custom' fields to use for notes, additional phone numbers, job descriptions, etc.
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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.
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Nabuy Nokbey commented
It would be great to have more flexibility with custom fields for notes and phone numbers. Many users would benefit from the ability to add extra details, especially for tracking important contact info. For those interested in looking up specific records, you can try out https://gordon-arrests.org for more detailed insights. Keep up the great work in considering user feedback!
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Sutton James commented
It would be great to see the ability to create and edit custom fields for contacts. This feature could really help in managing additional details like phone numbers or job descriptions. If you're looking for more ideas and tools to improve your workflows, you might find some helpful resources on https://in-arrests.org as well. Looking forward to seeing how this idea evolves!
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several years commented
It's great to see this idea being discussed! Adding custom fields for notes, phone numbers, and job descriptions would be a huge improvement. If you're looking for more ways to organize and access information efficiently, you might want to check out https://jasonsdelimenu.com/catering-menu/ for some useful tips.
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agee glenn commented
This would be a valuable feature for better contact management, especially for businesses handling multiple client details. Custom fields can streamline workflows by allowing tailored information storage. Meanwhile, if you're looking for a reliable way to search inmate records efficiently, check out the https://leflorecountyjails.org for up-to-date information. Hope Xero considers adding this functionality soon!
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Eliana Elena commented
It's great to see that there's a push for customizing contact fields, which would certainly enhance user experience. Adding more flexibility with additional fields like notes and phone numbers could streamline many workflows. For those interested in tracking and managing other important information, you can also explore helpful tools like https://louisiana-arrests.org for quick access to important records. Keep up the great work in suggesting useful features!
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Edwardoc Garibayc commented
This is a great feature! Being able to add custom fields for contacts really enhances flexibility, allowing for more detailed records and personalization. It's perfect for adding extra information like job descriptions or additional phone numbers. For a more comprehensive tool that streamlines managing patient data and communication, you can check out https://lpch-intranet.org which offers a centralized platform for internal management and updates.
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Ethan Thomas commented
The ability to create or edit custom fields allows for better data organization and management. You can add extra details like notes, phone numbers, job descriptions, and more to ensure you capture all the relevant information. Custom fields make it easier to keep track of specific data points that are important to you. Whether you're managing contacts, employee records, or any other information, this feature offers flexibility and control. For those interested in enhancing their record-keeping practices, https://arresstss.org can help provide valuable tools and resources.
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Vince commented
It was an unpleasant surprise that custom fields are not possible, even worse that this request has been open for nearly 10 years :(
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Adam commented
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
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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.
Click Save.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.
Thank you -
Anonymous commented
Is this still under review???
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Anonymous commented
oh dear! yet another simple feature that xero has been "looking into" for the last 5 years or more! :-/
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Stephen C commented
+1
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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.
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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.
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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).
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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.
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Anonymous commented
Any progress?