CRM Software and Invoicing Software Customization
CRM Software Custom Fields
Every organization is different so we made Amphis Customer customizable so you can easily tailor it to your needs. Maybe you are a charity and you need to record whether your contacts are interested in volunteering or donating money or both. Maybe they might be interested in hearing about charitable events by telephone or receiving general news letters. No problem, you can easily customize the Custom tab to store the details you need and you can rename the tab to something more suitable.
Or perhaps you are a pet shop and your clients are cats and dogs. No problem, you can simply customize a few standard fields and create a few custom fields on the Custom tab and you can easily have this.
and this...
You can also create your own customer history entry types to store whatever you need to store. For example a charity might record an application form from a person wishing to volunteer to walk dogs. This could be stored in a new history type you create called VOLUNTEER APPLICATION for example and you could scan in their application and attach it to the entry.
You can organize contacts into groups eg all those interested in volunteering or all those interested in donating. Contacts can belong to many groups or even none at all. You can mail merge to create documents for all contacts in a group.
You can also create custom reports showing for example all contacts who have submitted volunteer applications in the last 6 months.
