CRM Software - Assign People to Appointments and Jobs
Assign People to Appointments, Tasks, Jobs and Reminders
Create People and Assign them to Appointments, Tasks, Reminders and Jobs
You can store any number of People in Amphis Customer and they don't need to be users of the software to be in the database. You might want to keep track of the Jobs, Tasks, Appointments and Reminders for your Engineers even though they might not be users of Amphis Customer.
You can create Person records from the Person menu and give each person a name, email address, telephone number etc. You can optionally given them a Person type if it helps you to manage the Person records. If the type is set to SalesPerson then that person will appear in a list of SalesPeople that can be allocated to an Invoice in order to record Sales Per SalesPerson. Otherwise it doesn't matter what Person Type you use.
Assign Appointments, Tasks, Jobs and Reminders to Specific People
Once you have created Person records, you can assign Appointments, Tasks and Jobs to one more people. Reminders such as Callback Reminders can be allocated to a single person. Or you can leave Appointments, Tasks, Jobs and Reminders allocated to All.
Viewing Appointments for Specific People
On the Appointments View, if you select All People, you will see all Appointments whereas if you select a specific person, you will only see the Appointments for that person.
Viewing Tasks for Specific People
On the Tasks menu if you choose View Tasks and Appointments, you can choose to View Tasks for All People or for a selected person.
Viewing Jobs for Specific People
When creating Jobs, if you tick the Create Appointment checkbox, Appointments will be automatically created for the Job. On the Appointments View, if you select All People, you will see all Job Appointments whereas if you select a specific person, you will only see Job Appointments for that person.
Viewing Reminders eg Callback Reminders for Specific People
On the Today View, if you select All People, you will see all Reminders eg Callback Reminders whereas if you select a specific person, you will only see Reminders for that person.
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