Customer Database Software

Customer Database Software

This video uses Customer Database Software called Amphis Customer.

The video includes searching for a Customer Record, viewing the Customer History, viewing Appointments and Reminders, Creating an Appointment, Creating a Job and Job Sheet, acting on a Callback Reminder, creating an Appointment Reminder and creating an Invoice from a Quote.

http://www.amphis-software.com

(this software works in any currency)

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Closed Caption:

this video is about customer database
software called and this customer so
here's amethyst customer and this is the
appointment for you under can get
appointments for everyone in our company
so i can see we've got an appointment
there on the 5th much and i can double
click any of these to see more
information so this is a site visit back
to New quote 4shared and its assigned to
Ted for example now I just want to see
appointments for Jane I can just select
chain and this is what I'm doing what do
you to see her appointments and I can
see there's an appointment there for her
to go and ca1 electrics for example so
that's the appointments view let's
imagine that lady phones up
she says it's mrs smith from Oxford so
what do I do you might have hundreds of
customer records in here is what i can
do a search so i can type in Smith just
press return and these are all our
customer records with the last name
smith and this quite a few she said she
was an oxygen so i can type oxford in
here press return that narrows it down a
bit like to ask her address dishes bath
road then this will be her now I can
just double-click on this record or
click view edit customer to see the
customer record on here i can see first
of all that she spent some money with a
student is anything i can see some notes
here that she wants to extend her Hank
so maybe that's what she's calling about
access directly opposite the filling
station
against the customer history and see
everything that we've done so there's a
telephone call an appointment site visit
for Christ's teaching fixing God wall we
quoted for it
there's an appointment for a job to fix
the garden wall receive invoice trip
received payment so that's all the
custom a story for her and we can see
that the jobs of you and the job being
fixed garden wall
this is another view of the customer
history arranged my job and I can see
the customer account tab that we invoice
her back in fairbury she's page up and
again shows is nothing and we have
custom tab we can store any customer
information which would like to store so
when she phones we've got all the
information we need here to answer a
query
now we have added a view which shows
what's important to us today
so for example we have callback
reminders here to call Julie Jenkins to
arrange an appointment for a site visit
we have some quotes quote to create we
have some invoices or do we have tasks
and appointments for this week
again this is showing for everyone if we
just wanted to see what fred is doing
this week again he might do to see what
he's got planned for today or this week
so he's got a callback reminder here to
call you Jenkins and if he just right
click on this and select few get
customer you can view the custom history
and you can see that we quote to back in
January to fix a leaking roof quote to
again March a new conservatory and
that's been a phone call and she'd like
to discuss the quite so imagine that
Fred now friends miss Jenkins and
arrange an appointment so he will then
do is create an appointment
in here just click some of your
appointments you can see that takes a
friend as no appointments on the fourth
March looks like that date you can just
type in sight is it
to discuss quite
again linked it to the new conservatory
job and can be signs to fret
so great the appointment in history and
then if we go back to the appointments
you here
can I see there's an appointment in here
and if we just look at freds
appointments that his appointment
i'm going to double-click this and from
here I can extract to the customer
record straight to custom history and
one thing you would like to do send an
appointment reminder which is just right
click on the appointment you can create
an appointment reminder letter email or
SMS
night
if after we discuss this quote we go
ahead and do the job we can we've
already got the job creation in here
from the conservatory and if we go look
at that job we could then assign the job
perhaps to our engineers and Ted into
some information here about the job set
the budget and because the job is at the
customers dress we can click get dressed
up in the address details so if we just
say the job description was to get a new
surgery what we can do is we can display
a job sheet for this which is just
created in Microsoft Word and it shows
all the details of the job start and end
date for the job
the engineers assigned to the customer
details and the address and then we can
store things like site contact
description actions taken and we can
give a copy of this to be engineers
having done the drop a custom history we
can create an invoice for the job and
easy way to do that is to just click on
the quote and click invoice from quote
select the template so if we use the
form template type of there so I just
fix that so new conservatory this is the
price quoted I just feel in a bit of
detail there we can just click Next if
the price is the same as quoted for this
is attending to the job links
salesperson which was Lisa just click
Next and it goes off and creates the
invoice in microsoft word with our
details filled in and we can print that
off with an address label and post it to
all we can email this code as a word
document as a PDF straight to the
customer so this has been a quick
overview of this customer customer
database software