Introducing our latest enhancement on CRM module, which will improve your system experience and usability.

CRM Contact Type Selection

We’re excited to roll out the new Contact Type Selection Enhancement in your CRM!

⚙️
 Functionality

You can now assign a Contact Type directly from the Sales & Purchase tab on the contact details page. This allows you to set a contact as either a Customer or a Vendor, giving you clearer segmentation and better control over your contact database.

Note: When this Enhancement is enabled, only contacts marked as "Customer" will be displayed on the POS Customers page.

✨ Value

Gain better visibility and structure in your CRM by classifying contacts based on their business relationship. This helps ensure a cleaner POS customer list and enhances the accuracy of your contact-based operations.

Take control of your CRM like never before with the new Contact Type Enhancement!