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Is there a way to modify what is shown on the Customer Information page? I work at an HVAC shop and to get into the Custom Fields that I created for furnace and AC model and serial numbers, filter sizes, and everything else I need to add to work orders for my technician but have to go write down info from the main page, then go into edit to get to the Custom Fields to write down the other information. If there was a way or even tab I could add, it would be much easier.
Unfortunately no there isn't a way to modify the customer information pane and change what appears there.
Oof, that's annoying. Thanks for the information though. We'd used Sage prior and had everything on one page so adjusting to this has been annoying. :)
i have a similar problem
the default fields for a customer that show up when you bring up a customer (main phone, main email....) are blank when i try to add a new customer and i see no way to add those field names
the drop downs have nothing in them
Hi there, jkilies,
I'm happy to shed light on how you can use the Custom field feature in QuickBooks.
A Custom field can be a blank field or a dropdown list field, which can be displayed on transactions. It isn't necessarily used for storing customer or vendor information in their profiles.
For example, you can add a custom field called Sales representative which accepts text and number inputs and will appear on sales transactions. You can also add a dropdown list custom field called Project manager, wherein you define the list of project managers so you only need to select one from the list when you create sales transactions.
On the other hand, aside from creating custom fields in a customer's profile, you can also do it in your lists. It has the same effect. Just go to the Gear icon and choose Custom fields under LISTS.
Here are some articles for your additional reference:
Use custom fields for vendors and expenses in QuickBooks Online Advanced
If you need more help with creating custom fields or anything about QuickBooks, feel free to leave a comment below. I'll be happy to lend a helping hand. Take care!
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