Customers can be arranged into groups, for example so you can send a letter, email or SMS message to an entire group. Customers can also be given a status such as Sales Lead or Existing Customer. When searching for customer records you can include all groups and all statuses in your search or you can specify a particular group and / or a particular status.

If you click the Today icon...

Today View

You can see a list of reminders for today (or any day you select) eg customers we need to call (Callbacks), customers calling us, invoices we need to create, customer invoices that are due or overdue, tasks and appointments.

You can choose to see all Reminders or just those assigned to a specific person.

Invoices that are due are shown in blue text. Any that are overdue are highlighted in red. At the click of a button you can go straight to the customer record.

The Today View is customizable so you can display just the reminders that are relevant to your business.

Recurring Appointments

You can create Recurring Appointments that recur every day, week, month, year, 2 weeks etc. For example you can create Appointments for Recurring Service Visits every 12 months rather than having to create each Service Visit Appointment manually.

Recurring Reminders

You can also set Reminders including Recurring Reminders. For example you could create a Reminder to call a customer every 12 months to agree a date for the yearly Service Visit rather than automatically creating an Appointment.

Appointments View

The Appointments View shows all appointments and you can double-click an appointment and navigate straight to the corresponding customer record or the associated Job.

You can choose to show appointments for all people in your organization or for a specific person.

Create Customer Record

To create a customer, just click on the Create Customer button.

and enter as much or as little information as you like.

(you need to at least enter a company name or the last name of the customer)

The customer Id is generated automatically. It can be a number eg 100500, a number with a prefix eg C100500 or it can be generated from the company name or last name eg AMP001. You can change this any time from Options->Setup page 3. You can also manually enter a customer Id if you prefer.

Customers can also be imported from Microsoft Outlook contacts

or from a spreadsheet.

Data Lookups

To see a list of options eg for the Title, click the lookup options button

and choose an entry from the list. You can also add additional entries to the lists by clicking Maintain Lookup Data...

Additional Contacts

On the Other Contacts tab at the top, you can enter any number of additional contacts including names, telephone numbers, email addresses etc. You can also create a letter or email specifically for that contact.

Customer Address

To enter the address information, click the Addresses tab at the top.

You can also click Next and Previous to go from page to page.

Jobs View

A Jobs View tab enables you to (optionally) create Jobs and assign quotes, invoices and other history items to a specific Job for easier management of the Customer History.

You can record expenses for a Job and see at a glance whether the Job is within budget. A Job can be created from a quote at the click of a button with the quote details automatically added to the Job. You can also create an invoice from a quote at the click of a button.

When a Job is created, an appointment is automatically created for the Job in the Appointments View so you can easily see at a glance what Jobs are in progress at any time.

Job Control Sheet

You can print a Job Control Sheet and, when a Job is complete, you can create an invoice from the Job by clicking Create Invoice,

Customer Notes

If you click on the Notes button on the Main Details tab...

you can display the customer notes and add new notes to the customer record. Notes are automatically time stamped. You can also view and edit customer notes from the Customer History tab if you change the filter to Show All.

CRM Reminders

If you click on the Reminders button on the Main Details tab...

you can create a reminder that is linked to this customer record.

You can create a simple reminder by selecting one of the radio buttons, entering some text and specifying the date to start reminding you.

Callback Reminders

You can create Callback Reminders by selecting the "phone customer" option and specifying the date to start reminding you to call this customer.

These reminders then automatically appear on the Today view. You can also create daily, weekly, monthly or yearly reminders.

Managing People

You can create records for the People in your organization (from the People menu) which then allows you to assign Appointments, Tasks and Jobs to those people even if they are not users of Amphis Customer. You can specify the type of the person such as SalesPerson, Engineer or User. The type only matters depending on whether they are a SalesPerson or not as only SalesPersons can be linked to Quotes and Invoices to record the Sales per SalesPerson.

For example, you may have a number of engineers who are not users of Amphis Customer but you can still create a Person record for each engineer and then you can assign Jobs, Appointments or Tasks to the engineers and view the Appointments, Jobs or Tasks assigned to them.