• Contents

CRM Reference

Last updated 01/02/2021

Overview of each field in the CRM module and what each can be used for.

Field Explanations


Fields marked with * need to be switched on from the settings page.
Contact Details
Company Required (if First Name is blank). Company name of contact.
First Name Required (if Company is blank). First Name of contact.
Last Name Last name of contact.
Job Title Job Title of contact.
Active Making a contact Inactive (i.e., Active = Off) hides the contact from the list.
Contact Type "Customer", "Supplier", or "Internal".
Price Tier This relates to the price tiers set up in the Launchpad (i.e., wholesale, retail, etc.
Mobile Mobile Number of contact.
Phone Phone number of contact.
Fax Fax number of contact.
Website Website of contact.
Email Email of contact.
Accounts
QBO/Xero Status This field displays if your contact has been imported into your Accounting Software.
QBO/Xero Errors If the contact received any errors on import, they will display here.
Payment Terms Assign a particular payment term to a contact; see the Payment Terms Help article for additional information.
Alternative GL Account Assign an Alternative GL Account to a contact; see the Assigning an Alternative GL Accounts in Xero (Legacy) Help article for additional information.
Tax Status Assign an Alternative Tax Rate to a contact here; see the Assigning Alternate Tax Rates in Xero (Legacy) Help article for additional information.
Tax Number This is the contacts Tax Number; for reference only.
Credit Limit Enter a Credit Limit if you'd like the system to warn you if the customer crosses their limit.
Put on Hold Putting a customer on hold will create a warning in the Sales Order module if the customer is selected.
Balance Owing Updated automatically if the customer has been imported into your Accounting Software.
Bill To See the Secondary Contacts and Central Billing Help article for additional information.
Billing Company If the Company Bills under a different name to the company name.
Accounts First Name First name of accounts contact.
Accounts Last Name Last name of accounts contact.
Phone Phone of accounts contact.
Email Email address of accounts contact.
Addresses
Delivery Address For a customer, the address goods are to be delivered to. For a Supplier, the physical address of the company.
Billing Address The address to be invoiced.
Promotional Matrix*
Promotional Matrix* If there are customer specific promotions, enter them here; see the Promotional Matrix Help article for additional information.
Notes
Callback Date* Set a date to call back the contact. You can filter the CRM list using this field if required.
Callback Time* Set a time to call back the contact.
Quick Notes* A small notes field.
Notes Extended notes. Select "Add Timestamp" to automatically add  the date, time, and username.
Classifications
Group Create customer groups to improve reporting. Groups can be created in settings.
Sub Group Add additional sub-groups for further reporting.
Stages Add different Stages to filter the CRM List page.
Sales Rep Assign a Sales rep to a particular customer; useful for filtering the CRM list page.
Default Branch Assign a specific branch for the customer, so when a Sale is made, the branch automatically changes.
Templates
Templates If you have any Template emails for CRM contacts, they will appear here.
Secondary Contacts
Add Contact See the Secondary Contacts and Central Billing Help article for additional information.
B2B Website Options*
Password* This is the password the customer is required to use to log in to the B2B website.
Assigned Product Codes* If you want to highlight particular products for the customer, add the codes in here separated by a comma.
Login As Customer* A quick way to log in to the B2B Website as the customer.