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New Contacts Screen - Add Field (column) Chooser

On All of the New contacts Screens (All, Customers, Suppliers, Archived and Groups) have a field Chooser of the data to display on the screeen. Similar (but with more fields) to the Column chooser in the Bills Screens. These settings need to persist for the User within the Organisation.

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Andrew Syme shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminHannah G (Admin, Xero) responded  · 

Hi everyone, just popping back here to let you know that the custom column option has been added to the All, Invoices and Bills tab.

Clicking on the ‘Column’ button opens a list of all data columns available on the tab. Select the fields you wish to see on the page, and Click Apply. This saves the default view for the tab for all the contacts in your selected organisation.

Note - This change is per user, so the columns will not change for other users of your organisation.

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  • Andrew Syme commented  ·   ·  Report

    Invoice Summary Screen - Add Column Chooser / Field Chooser similar to the Bills Screen, have these settings persist for the User within the Organisation.