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.
There are now more than 30 CRM Customizable Fields. Here is an example.
When you display the Custom tab, it displays as follows. The tab name has changed to Personal. The title on the Personal tab is now Personal. The fields that were ticked are all displayed with the labels specified.
CRM Video
There is a short video example you can view or download. View CRM Training Video
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