Is it possible to create customers or vendors with identical names in AntMyERP?

No, it is not possible to have duplicate names across both customers and vendors in AntMyERP. The system does not allow the creation of customers or vendors with identical names to maintain accurate and organized records. Each customer and vendor must have a unique name to avoid confusion and ensure proper management of data.

Why do I need to choose a display name for customers and vendors in AntMyERP?

The display name assists in identifying the customer or vendor. In situations where multiple customers or vendors are sharing the same name, you can modify the display name to differentiate them based on their company.

Why isn’t the RCA option available after logging a service ticket in AntMyERP?

Log in to AntMyERP:
Go to the CRM Sales section.
Click on the “”Customers”” tab.
Search for the specific customer.
Click on the Action icon and choose “”Edit””.
Enable the “”RCA required”” option.
Save the changes. By following these steps, the issue should be resolved.

How do I reactivate past contacts of a customer in AntMyERP?

Log in to AntMyERP.
Go to CRM Sales and click on ‘Customers.’
Search for the customer.
Click on the Action button and choose ‘Edit.’
Navigate to the ‘Contacts’ section and locate the ‘Past contact’ area.
Once the past contact details appear, click on the Action icon and select ‘Active.’
The contact will now be displayed in the active contacts list.

Why doesn’t the customer name appear when creating a quotation POS invoice in AntMyERP?

If the customer is not appearing when creating a Quotation, Invoice, or POS due to being blocked, you can unblock them by following these steps:

Which permissions are needed to grant customer access to their branches in AntMyERP?

Log in to AntMyERP.
Navigate to the CRM Sales section.
Click on the “”Customers”” tab.
Search for the specific customer.
Click on the Action icon and choose “”Edit””.
In the ‘Status’ section, select ‘Active’ from the dropdown menu.
Save the changes.”No need to provide any permissions for customer or customer branch portal login. Permissions are automatically set by default for their respective group in AntMyERP.

Why can’t I use the same email ID for different branches or contacts of the same company in AntMyERP?

Once an email ID is added in the AntMyERP, it cannot be reused. However, you have the option to add an email by incorporating “”+number”” after the name and before the “”@”” symbol. This approach allows for up to 100 variations. For example, you can use formats like “”[email protected],[email protected]“”  to accommodate different addresses.

Why can’t I add ASP client details when logging a call despite creating an ASP proposal in AntMyERP?

Login to AntMyERP:
Navigate to CRM Sales.
Click on “”Customers””.
Search for the specific customer.
Click on the Action icon and select “”Edit””.
Check the “”Is ASP”” option.
Save the changes.
Following these steps should resolve the problem.