CRM field explanations

Overview

There are many fields in the CRM that you can use to record details about your customers and suppliers.

If you need another field that isn't in the list below, you can create a custom field in the CRM.

Contact details

Field Description
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.

Accounts

Field Description
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.

Addresses

Delivery Address For customers, this is the address that receives the goods. For suppliers, this is the physical address for the company.
Billing Address The address for invoices.

Notes

Fields marked with * need to be switched on from the settings page.

Field Description
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.

Classification

Field Description
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.

Templates

This shows all of the template emails for this CRM contact.

Secondary contacts

You may need to interact with more than one person at a company. To add a secondary contact person, select Add Contact under Secondary Contacts, enter contact details, and select Save.

You will need to enter the Company name.

Promotional Matrix

You can create promotions for specific customers in the CRM. You will need to enable promotions for your CRM. Common promotions include:

  • Percentage discount off a product (50% off child's bucket hat)
  • Percentage discount off a category (50% off all hats)
  • Set price for product (child's bucket hat was $20 but now $15)

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