CRM Custom Data Fields - Store Information Specific to Your Business
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CRM Custom Fields
You can customize Amphis Customer to store information specific to your business. You can specify what fields to display and store on the Custom tab in the Customer Details page.
Go to Options->Custom Fields and you can specify what to call the Custom tab, whether or not to display it, and the names of the fields you want to store. For each of the Customizable Fields you can specify whether to display it or not.
You can change some of the fields to dropdown menus or date pickers. Here is an example.
And this is how that display has been set up.
The dropdown menu and date picker was set up like this (by clicking the customize menus button).
Custom Fields in Documents
You can also add these custom fields to documents that you create. In Tools->Maintain Templates you can edit the relevant template (templates are just Word documents). You can add custom fields to a template like this :-
DOB: <!custom3!>
Height: <!custom7!>
Weight: <!custom8!>
Notes: <!custom10!>
Wears glasses: <!custom11!>
If there is any standard wording you want to appear in every document of that type, you can add it to the template as well as a header and footer, company logo etc.
When you create a document using the updated template, the fields would appear in the document like this :-
DOB: 12/12/1992
Height:
Weight: 180
Notes: suffers from asthma
Wears glasses: True
Custom History Entries
As well as document types eg Invoices, Quotes, Customer Letters, Job Sheets etc which are generated by Amphis Customer, you can also store history types which record information of interest such as a telephone call or an image file or a text document. There are built-in history types including Appointment, Diagram, Site Visit, Notes, and you can also create your own. For example if you wanted to store something called Callout, then you can simply create a new History Entry Type called Callout from Tools->Maintain Templates. Then on the Customer History tab, you'll be able to select Callout from the list and click Create History Entry to record a Callout for the selected customer record. With each history entry you can enter a description (searchable from the Search screen) and attach a file. You can also link a history entry to a Job for the customer.
CRM Video
There is a short video example you can view or download. View CRM Training Video
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