CRM actions and filters

Overview

The CRM, or Customer Relationship Management, is a repository for all your customers, suppliers and branches.

You can create a new supplier or customer or import them in bulk.

Field key

There are a range of fields and filters that you can use to manage your customers or suppliers.

Filters

Keyword Search by company name, first or last name, phone number or email address.
Created Set a start and end date to filter contacts by when they were created.
Last Modified Set a start and end date to filter contacts based on when they were last modified.
Callback Set a start and end date to filter contacts based on a callback date.

Additional Filters

Custom Filters Filter active or inactive customers. Also filter those contacts that received errors when importing into your Accounting Software.
Search Notes Filter contacts based on what was entered into the Notes of a contact.
Contact Type Filter on customers, suppliers, or branches.
Customer Group Filter based on customer group, allocated under the Classification section of the CRM.

Stage Filters

Stages Cin7 Omni gives you the option to filter contacts based on a stage.

Actions

Export Contacts Exports the list page into a .csv file.
Merge Contacts If two contacts are ticked, this function merges the two contacts.
Import Contacts This wizard takes you through the import process; see the Importing Contacts Help article for additional information
Bulk Update contacts Update contacts in bulk using a .csv file.

Columns

Status Either Active or Inactive.
Type Customer, Supplier, or Branch.
Price Tier The price or cost column that has been assigned to the contact.
Company The contact's company name.
Name The first name and last name of a contact.
Notes Displays the Quick Notes. Hovering over the speech bubble will display the full notes.

Was this article helpful?

Have more questions? Submit a request