CRM News and Releases - Jan 2013

Amphis Customer CRM new releases

These are some of the new features we've added recently
  • Support for multiple Quote and Invoice templates
  • New "blue" and "formal" templates available to download here
  • Unlimited Contacts per Customer can now be stored
  • New template tags for Jobs
  • Recurring Appointments
  • Can assign a Job to an Appointment or a Task
  • Tasks now appear in the Customer History
  • New Outstanding Invoices report
  • New View Customer Folder button on Customer History tab so you can easily view all customer files or attach multiple files to an Email.
Existing licensed users can Upgrade for Free to the latest release v3.0.100 using the latest version v1.3 of the Upgrade Tool. You can see the Release History here  Please note you may be prompted to download and install the Microsoft .Net Framework 4.0 which Amphis Customer and the Upgrade tool now uses. We hope you like the new features.

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Essential Database Maintenance

We strongly advise you to Backup your database file (customer.mdb) on a regular basis at least once per day along with your Documents and Templates folders (see CRM Backups). We also strongly recommend you run a Microsoft Access Compact and Repair on the database file on a regular basis using our free tool you can download here.

Please note that none of your data is stored on our servers. It is all stored on your PCs or servers.

What's coming next ?

We are currently adding new fields to the database to store Supplier IDs and Supplier Item IDs for Products so that they can be linked to Suppliers which will enable us to support Purchase Orders in a future release. We're also adding fields to support stock levels for Products which will enable us to add some form of Stock Control.

Web Access to Customer Data

We are developing new software applications to enable browser access to customer data from various devices and from different locations. We will provide more information on this as we develop the software.

Online Support

We have a great deal of Online Support available here

Tutorial Videos

We have some short video tutorials available here
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