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.
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Shelah
commented
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.
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Anonymous
commented
I think this is a great idea. the ability to "categorize" a contact without adding them to a group
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Michael
commented
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.
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Anonymous
commented
Is Xero working on adding more fields to Contacts. This seems to be something that many people need, as we do, and I can't find any indications of this. The adding of the ID is great but additional information fields shouldn't be that hard surely.
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Andrew Coulton
commented
+3 @xero I think you're responding to a different feature request, this is about adding custom fields to contacts, not to invoice lines etc. I don't see how the tracking field helps with this?
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Christian Baus
commented
+1 for feature custom fields, great if you like to develop integrations :-)
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@Scott - this is already available through tracking (http://help.xero.com/#Settings_Tracking) - you can add a tracking field to invoice lines (http://blog.xero.com/developer/api/invoices/) - if you need more help, feel free to ask in our forum - https://community.xero.com/developer/topic/16941/
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Scott Euser
commented
would like to be able to manage the data we have in a custom field as well; in our case we have a 'salesperson' attached to 'invoices', we would like to send the salesperson data via the api when creating the invoice