Contacts - Add decent length text field to Financial Details section
I would like to add information such as the date their bank details were changed on Xero and whether independent verification of the new details has been done (and how). This is becoming more important as the number of phishing invoices increases. If possible, the capability to attach a relevant document (eg notification from supplier of bank change) but if not possible, then a decent character length text field (as a comparison, the current Reference field is way too short and doesn't allow puctuation).
2
votes
Sarah Hargreaves
shared this idea
Hi Sarah, while we don't have plans for expanding this field directly within a Contact atm, perhaps adding a note to the contacts record with this extra detail would suffice?
