Understanding Customer Contact

A Contact is just a person or a company that a business deals with. It’s like having a digital address book where you keep all the important info about your customers and clients. This helps businesses stay organized, remember who they’re talking to, and provide better service to their customers.

 

Adding a Customer Contact

Adding a customer Contact in AntMyERP is easy! You just need to put in their important info into one place. You can add any number of customer Contacts in AntMyERP. Here’s what you do.

You can add customer Contact in two ways

• Creating Customer Contact from the Creation Page
• Importing Customer Contact

Creating Customer Contact from the Creation Page

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the customer whose Contact you want to add by clicking Edit.

Go to Contact of that customer

Click the + Icon button on the top right corner of the page.

Enter all mandatory fields along with all the details of your customer

After entering all the details, click Save.

Note: Duplicate customer Contact entries are not permitted within AntMyERP to maintain data integrity.

You can also create the hierarchy of your customers Contacts, whereby you can view all customer Contacts in Organisation Hierarchy View.

 

Importing Customer Contacts

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the customer whose Contact you want to add by clicking Edit.

Go to Contact of that customer

On Top Right Menu navigate to Three Dot Icon > Import Customer Contacts.

Read Instructions and Click Download Sample File ( CSV. ) for your reference by clicking sample file.

Ensure that all the fields are mapped and  filled correctly while adding your Customers.

Now go to the Top Right Menu navigate to Three Dot Icon > Import Customer Contact

Click on Upload Customer Contact and select the file to be imported. 

Click on Save.

All your customers are imported in your AntMyERP to transact.

Note: You can upload 500 customer at a time. Only CSV. file is supported

 

Exporting Customer Contacts

Navigate to Left Menu > CRM Sales > Customer 

You will lands in Customer Listing Page

Locate the customer in the customer list and click on the Edit option from the Action dropdown menu. Alternately you can Right Click on the customer whose Contact you want to add by clicking Edit.

Go to Contact of that customer

Filter from the LIVE Search / Filter. Now you have filtered data which need to be exported 

Now go to the Top Right Menu > Three Dot Icon > Export Customer Contact > Save

All your customer Contact data will be exported as per the Search or Filter

All your customers are Exported from your AntMyERP to CSV. file

Note : Export can be done only by the users who have the permission from admin.

 

Editing Customer Contact

Navigate to Left Menu > Customer > Customer Listing Page > Select Customer > Contact

Locate the Contact in the Customer Contact list.

Click on the Edit option from the Action dropdown menu.

Make the necessary changes to the customer details.

Save the updated information.

 

Deleting Customer Contact

Navigate to Left Menu > Customer > Customer Listing Page > Select Customer > Contact

Locate the Contact in the Customer Contact list.

Select the Delete option from the Action dropdown menu.

Confirm the deletion in the pop-up window.

Note: If a specific customer Contact has completed any transactions, they cannot be deleted.

 

Managing Customers Contact: Active and Inactive

If someone from your customer’s contacts is no longer working there, you can mark them as Inactive. Just go to their profile, change the status to ‘Inactive,’ and Save the changes.

Once a customer Contact is inactive, nobody in your company can create any new transactions like sales orders, deliveries, service calls, or invoices for them.

You can see these Inactive Contact information in Inactive Contacts

If you need to start working with the customer branch again, simply go through the same process and mark them as ‘Active.’ Then you can start transacting with them as usual.

Permission: Keep in mind that this action requires permission, so users need to have the right authorization to make a customer active or inactive.