Company

Required (if First Name is blank). Company name of the contact.

First Name

Required (if Company is blank). First name of the person.

Last Name

Last name of the contact.

Job Title

The job or role title for the contact.

Active

You can hide contacts from the CRM list by selecting Off.

Contact Type

This decides if your contact is a customer, supplier, or internal.

Price Tier

This decides what price tier the contact can access.

Mobile

The mobile number of the contact.

Phone

The phone number of the contact.

Fax

The fax number for the contact.

Website

The URL for the contact's website.

Email

The email address for the contact.

Import Status

This field displays if your contact has been imported into your accounting integration.

Import Errors

If the contact received any errors on import to your accounting integration, they will display them here.

Payment Terms

Assign a particular payment term to a contact; see the Payment Terms Help article for additional information.

Alternative GL Account

Assign the Xero, QuickBooks Online, or QuickBooks Enterprise alternative GL account for a contact.

Tax Rate

Assign an alternative tax rate to a contact.

Tax Number

This is the contact’s tax number (reference only).

Credit Limit

After a customer passes the credit limit  amount, Cin7 Omni will warn and potentially prevent future sales.

Put On Hold

A warning appears on sales orders that this customer is on hold.

Balance Owing

If the customer is imported into your accounting software, this field will automatically show you the amount owed.

Bill To

Customer contact can be set to have a parent company billed.

Billing Company

The name of the company you send invoices to (leave blank if the name is the same as the Company Name).

Accounts First Name

First name of the account or billing person.

Accounts Last Name

Last name of the account or billing person.

Phone

The phone number of the account or billing contact.

Email

The email address of the account or billing contact.

Billing Address

The address for invoices.

Notes

Add details about the contact. Select Add Timestamp to add the date, time, and your username to the note.

Callback Date*

Set a date to call back the contact. You can filter the CRM by callback date.

Callback Time*

Set a time to call back the contact.

Quick Notes*

Add extra notes.

Group

Create customer groups to improve your reporting.

Sub Group

Create a sub group for a customer Group.

Stages

Add different stages for a contact to filter the CRM list.

Sales Rep

Assign a sales representative to a customer. You can filter the CRM list by sales rep.

Default Branch

Assign a branch to a customer so their sales orders are set to that branch.