CRM Reference
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. |
| 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. |
