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PremierRef2019
Level 3

Customer Information

Can I edit the options in the dropdown under Customer Information? Example "Main Email" edit to "Corporate Email"?

Solved
Best answer March 24, 2023

Best Answers
Rea_M
Moderator

Customer Information

You're unable to edit the dropdown (for example, Main Email) options under the Customer Information, @PremierRef2019. I'll gladly share more details about this below.

 

For the time being, editing the general/default data fields, like Main Email, isn't an option in QuickBooks Desktop (QBDT). However, you can create custom fields to capture specific customer details. You can learn more on how to do this by checking out this article: Create and use custom fields in QuickBooks Desktop.

 

Also, you may want to check out one of our Help pages as your guide in managing your company's income and customers in QBDT: Sales and customers help for QuickBooks Desktop. It includes topics about sales transactions, processing payments, and customizing forms, to name a few.

 

I'm all ears if you have other concerns about managing customers' data in QBDT. You can drop a comment below, and I'll gladly help. Take care always, @PremierRef2019.

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3 Comments 3
Rea_M
Moderator

Customer Information

You're unable to edit the dropdown (for example, Main Email) options under the Customer Information, @PremierRef2019. I'll gladly share more details about this below.

 

For the time being, editing the general/default data fields, like Main Email, isn't an option in QuickBooks Desktop (QBDT). However, you can create custom fields to capture specific customer details. You can learn more on how to do this by checking out this article: Create and use custom fields in QuickBooks Desktop.

 

Also, you may want to check out one of our Help pages as your guide in managing your company's income and customers in QBDT: Sales and customers help for QuickBooks Desktop. It includes topics about sales transactions, processing payments, and customizing forms, to name a few.

 

I'm all ears if you have other concerns about managing customers' data in QBDT. You can drop a comment below, and I'll gladly help. Take care always, @PremierRef2019.

PremierRef2019
Level 3

Customer Information

Thank you! I appreciate the help!

MariaSoledadG
QuickBooks Team

Customer Information

Hello there, PremierRef2019.

 

I'm glad that the information provided by my colleague works for you. Anyway, if you have any other concerns about customer information or anything about QuickBooks Desktop, let me know so we can get back to you as soon as possible.

 

We're always right here to make sure everything is taken care of. Have a nice day!
 

 

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