How to create or upload Customer Contacts?

 

Adding Customer Contact Details with AntMyERP

Managing customer contacts in AntMyERP is simple and efficient, especially when a customer has multiple branches or representatives. To start, go to CRM Sales and click on Customer. The customer index list opens, displaying all customers. Select the customer you want to update and click Edit to view the company’s basic details including the number of branches.

To add or view contacts first go to the Contact tab. You can see all existing contacts for that customer or add new ones by clicking the plus icon. The contact form allows you to fill in essential details like prefix, first, middle and last name, department, email ID, mobile number, office phone, fax, position and remarks. You can assign the contact to the correct branch.

If there are multiple branches a dropdown helps you select the right one. Optional fields include LinkedIn URL and a visiting card. You can also set the reporting hierarchy to show who each contact reports to, keeping your customer contact tree organized. Once saved then the contact appears in the index view and you can add multiple contacts for the same customer.

For handling many contacts at once, AntMyERP provides the Import Contact feature under Actions. Download the sample file, fill in branch-wise contact details, re-upload it, and save. This ensures all contacts are added quickly while maintaining their hierarchy. The system shows reporting relationships clearly such as who reports to whom thus making it easy to manage customer interactions.

With this functionality, AntMyERP ensures that all customer contact information is centralized, up to date and easily accessible, helping teams manage relationships, follow ups and business opportunities efficiently.