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HWHydro
Level 1

Customer Contact Details in QB DT Enterprise

On the main Customer tab, where it lists the Customer/Company info like the billing address, shipping address, phone numbers, etc.... there are several dropdowns for choosing the type of contact information. Is there a way to edit these dropdowns so we can make them more specific for us? Example, I'd like to have one email field says "PM email", another say "A/P email". I just don't want to have to remember that we always put the PM email in the "main email" and A/P email in the "cc email". With several people inputting and editing this info if one person doesn't remember what goes where, things get mixed up, so more specific names would be very helpful to us. 

 

Thanks!

1 Comment 1
Trish_T
QuickBooks Team

Customer Contact Details in QB DT Enterprise

Hello HWHydro,

 

Welcome to Community!  I can understand the benefit of being able to customize your customer profiles and contact information, to prevent error when creating forms.   The available options are set by default in QuickBooks Desktop, and there isn't a way to personalize them at this time, 

 

If you would like to see additional options come available in future updates, please don't hesitate to submit a suggestion to our Development Team.

 

Feel free to reach back out with any other questions.  We would be glad to help!

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