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O
Organizer
February 1, 2019
Question

Data Fields for Templates

  • February 1, 2019
  • 1 reply
  • 0 views

Is there a list of where the data fields in a template appear in the customer setup and vice versa.

 

For instance on the template for an Invoice there is a data field for Customer Alt Contact Name but I don't see Customer Alt Contact Name anywhere in the Customer Setup.

 

On the flip side there is a field for Mobile Number on the Customer Setup but the Mobile Number field does not appear as an option for a Data Field in the invoice template.

 

Thank you!

Diane

1 reply

C
Charies_M
Level 9
February 1, 2019

Hi there, Organizer.

 

Welcome to the Intuit Community. I'll be glad to clear this up for you.

 

The Customer Alt Contact Name cannot be found in the Customer Setup. It's possible that you added this as one of the data fields and could be the reason why you're seeing this on your invoice template.

 

In addition, if you want to include a Mobile Number field in your invoice template, you can add this and enter Mobile Number as the title of the field. Let me show you how to do it:

  1. Open the invoice.
  2. Click Customize Data Layout.
  3. Click Other and fill in the title as Mobile Number.
  4. Click OK.

You might want to check out this article to learn more about customizing templates in QuickBooks: Use and customize form templates.

 

That's it. I'll be around anytime you need help with something. Feel free to leave a reply below.

O
OrganizerAuthor
February 1, 2019

I was hoping Mobile number was a data field on the template for an invoice since it is part of the customer setup. Yes, I do understand how to make Mobile a customer field. I wanted it to automatically populate for the customer setup.

 

In the Invoice template, under the data field list is the option to select Customer Contact and Alternate Customer Contact. Where is the information pulled from that would populate into the "blank" box for both of these. There is no Customer Contact or Alternate Customer Contact field on the customer setup in the Customer List.

 

Thanks!

Diane

qbteachmt
qbteachmt
Level 11
February 2, 2019

@IamjuViel

@Charies_M

 

Please Learn from this input. You are both pointing out things that do not matter to the question.

 

@Organizer

What you see is a Bad Transition over the past few years, starting with QB 20132. Open Customer Center, and on the right side, you see Tabs. One of these is Contacts. Here is Primary Contact, for instance.  The info that used to be Customer Contact is now Primary Contact.

 

For the Variably-labeled field seen in Edit Customer, most of this is Notational, Not Functional. Think of this as an Index card. The Labels you assign in most of these fields is Not the label seen in reporting. The one that starts labeled Mail Email and the CC EMail are Functional, thankfully. You can select a different label, but they are Functionally tied to Send Email transactions and the send queue.

 

Please see my attachment. This is from QB 2012.


Please see my new attachment for where it is now.

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