CRM Software Support - Checklist

CRM Software Support Checklist

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CRM Software Support Checklist

Before raising a Support issue, please go through this checklist.

  • Latest Version

    Check that you are running the latest version and build of the software. The latest versions of Amphis Customer show the version and build in the main form title like this so if your version doesn't do that, you're running an old version.

    CRM Version Number

    You can find out what the latest version and build is here. If you are running an old version or build of the software, please upgrade for free to the latest version here.

  • All PCs running the same version

    If you have more than one user, check that all PCs are running the exact same version and build of the software on each PC. If you have been running different versions of the software at the same time, that can cause issues in the database and you will need to upgrade all PCs to the latest version.

  • All PCs connecting to the same database

    If you have more than one user, check in Tools->Configuration on each PC (in the Database section at the top) that they are all connecting to the same database. The location of the customer.mdb database is shown in green.

    Multi User CRM Config

    If the client PCs are not all connecting to the same database then new customer records or updates on one PC may not be visible on another PC. You need to go into Tools->Configuration and change the configuration so that all PCs are connecting to the same database if you want to share data between all the PCs. Click the Test Connection button to check you can connect to the database. If you upgrade the software to use SQL Server, check that all PCs are connecting to SQL Server not the Access database.

  • If you have upgraded to SQL Server, check you are connecting to the SQL Server database

    If you have upgraded the default Access database (customer.mdb) to create a new SQL Server database then you also need to change the client configuration on each PC to point to the new SQL Server database instead of the Access database.

    The Database section of the configuration on each client PC would then look like this.

    Multi User CRM Software SQL Server

  • All PCs using the same documents location

    Also check that the settings in the Documents section in Tools->Configuration are the same on all PCs if you are sharing documents between multiple users. The Documents (and Templates) section point to a Shared Folder. Otherwise documents created or edited on one PC may not be visible on other PCs. Click the Test Permissions button to check you can access the files.



Download CRM Software Free 60 Day Trial
Download CRM Software Free 60 Day Trial