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July 18, 2021
Question

Is there a way when customizing Customer Contact List to extract just the mobile number like the phone number?

  • July 18, 2021
  • 1 reply
  • 0 views
I can pick phone

1 reply

July 19, 2021

Hi jparker,

 

It's great to see that you've found the Customer Contact List report in QuickBooks Online. This is a useful resource for generating a comprehensive list of your customers' details, and I can appreciate wanting to narrow it down to see certain details or make sure that certain information is included when running the report. I can help you with this.

 

When customizing the Customer Contact List report, there are a number of options to choose from when you select Change columns after clicking the Customize button. At this time, there isn't a separate column for the Mobile number field on customer profiles, but so long as you have the Phone Numbers box ticked off for the report, you'll see the mobile number listed there as well. This is what it looks like.

 

 

I know how it'd be helpful to have a column broken out on its own like with the PHONE column, and I encourage you to submit feedback about this to our product development team by following these steps: How do I submit feedback? If you'd like to keep up to date with new features, check out this page: QuickBooks Online Feature and Product Updates. New features are many times the result of users letting us know what would help them work better with the program, so don't hesitate to share your thoughts.

 

I hope this has been helpful, and I wish you the best!