CRM actions and filters

Overview

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

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.