I recently noticed a new button within the Customer Center in the 2012 editions of QuickBooks . This button had actually been staring back at me for over two months, as I didn't expect it to be there.
It says - "More Contacts"
Could it be the ability to add more than two contact names to a customer in QuickBooks?
The answer is yes - almost.
THE NEW "MORE CONTACTS" BUTTON IN QUICKBOOKS 2012
From what I can see, this option exists in Pro, Premier and Enterprise 2012.
Once you click the button, a screen like the one below appears (click image for larger view):
You can store up to five fields of information for this contact. For the first time, I am seeing the ability to store Facebook, Twitter, Skype and other details about each contact you enter. But again, you are limited to just the five fields - you choose what information to store in each field as you can see by the drop down box in the screen shot above.
AND NOW THE BAD NEWS
Ok, so I clicked "Save and Close" to enter the contact above and the information is retained.
I go back and click the More Contacts button to try and add more - can't do it.
Huh?
There is no button to "Add New" - my only option is to delete the contacts I entered the very first time I was on this screen.
Am I missing something? Were you able to go back and add more contacts later?
I am hopeful that this is just a programming bug that will be fixed in an upcoming update to QuickBooks 2012.
A STEP IN THE RIGHT DIRECTION
Having the ability to store more details and more contacts within QuickBooks has been a desired enhancement for a long time. The More Contacts box seems to be the first step in making this happen. Let's see how Intuit works with it in the coming weeks.
Please post a comment below about your experience with this new feature in QuickBooks 2012.
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Charlie:
Thanks for your insight on this!
I'm hopeful we see some additional functionality pulled into these records down the road, as I'm sure you are too...
Scott Gregory
Posted by: Scott Gregory, QuickBooks Expert | December 22, 2011 at 10:21 AM
Ah, Scott, there IS a way. See the "Save and New" button? If you open "More Contacts" and see your first contact, click "save and new" and you are allowed to add a new contact.
Then, the issue is what you can use this for? The contacts aren't really very useful other than when you are editing the customer record.
This is brought over from the Lead Center, mostly.
Posted by: Ccrussell | December 21, 2011 at 01:35 PM