Amphis - Customer 2.6

Amphis - Customer 2.6  is a customer database designed to enable you to generate quotes and invoices, manage your email, keep track of who owes you money, send reminders, store correspondence and sales history.

Email templates allow you to send standard emails and standard email replies including attachments.

Reminders help you to get organized eg customers we need to phone or email, quotes or invoices we need to create, invoices that are due or overdue, customers we are expecting to call us.

Major Features:

1. Save time
   • find customer records in seconds
   • create quotes, invoices, customer letters in seconds
   • send standard emails or standard replies in seconds including attachments
2. Get organized
   • customer history details all in one place
   • create reminders to call or email customers, create quotes or invoices etc
   • see at a glance the tasks you need to perform today
   • quick access to customer notes
3. Remain in control
   • easily see which invoices are due and any that are overdue
   • create payment reminders at the click of a button
   • run reports eg top spending customers, monthly sales totals etc
4. Customized to your business
   • more than 30 custom fields to store information specific to your business
   • simple to change document wording and fonts, add letterheads etc
5. Outlook integration
   • import contacts from Outlook
   • drag and drop emails from Outlook
   • create Outlook reminders linked to customer records
6. Your local currency and date formats are automatically used
7. You can attach files to history entries eg scanned letters from the customer
8. You can specify the relevant sales taxes to use
9. The wording and formats / fonts etc used in documents created, are all customizable
10. You can generate free-form or itemised quotes and invoices
11. Customer details can be imported from a spreadsheet
12. Contacts can be imported from Microsoft Outlook
13. Iitemised quotes and invoices can be generated from an items/parts database
14. Items/parts can be imported from a spreadsheet
15. Supports sharing of customer data between multiple PCs on a network
16. Supports SQL Server

Enhancements:

• Link to google maps for addresses,
• Customize main details,
• Import from earlier version,
• Specify due date for invoices

Requirements: Microsoft Word 2003 or later to generate documents

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