Last updated 01/02/2021
The CRM, or Customer Relationship Management, module is a repository for all your customers, suppliers and branches.
For information on how to create a contact, and an explanation of the fields, see the Creating Customers and Suppliers Help article.
|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.|
|2. 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" field 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.|
|3. Stage Filters|
|Stages||Cin7 gives you the option to filter contacts based on a "Stage". See the CRM Stages Help article for additional information.|
|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.
|ID||Cin7's unique ID for each contact. This cannot be modified|
|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.|
|Phone||The phone number of the contact.|
|The email address of the contact.|
|QBO/Xero||Shows if the contact has been imported into your Accounting Software.|
|Notes||Displays the "Quick Notes" field. Hovering over the speech bubble will display the full notes.|
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