When Sales Reps enter new customers manually on their iPads, these customers are created as local records, visible only to the rep who created them.  


To enable admins to add these manually entered customers to the main customer database, AMP offers a feature called Pending Customers.

Steps to Manage Pending Customers:

  1. Navigate to the Pending Customers List:

    • Go to the Users/Locations tab in the AMP CMS.
    • On the left-hand side, click on Pending Customers.

  2. Review and Export Customer Data:

    • You'll see a list of manually created customers, with the newest entries at the top.
    • Click Export CSV to download the customer data.
    • Clean up the data in the CSV file, if needed, before merging it into your back-end system or Customer Table.

  3. Delete Manually Entered Customers on iPads:

    • Once the customer data has been added to your main system, ask your reps to delete the manually entered versions from their iPads.

    • For assistance with deleting customers from iPads, refer to our guide on Adding/Deleting New Customers.


Ongoing Maintenance:

As your reps continue to manually add customers on their iPads, these customers will appear on the Pending Customers list. Repeat this process regularly to ensure your back-end system and Customer Table remain up to date.