CRM Software Word Integration

Word Integration with CRM Software

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CRM Software Word Integration

Amphis Customer can integrate with Microsoft Word in order to create Quotes, Invoices, Marketing Material, Receipts, Reports and other documents. This just requires Microsoft Word 2003 or a later version although Amphis Customer may not work with Starter Editions or Student and Home editions as these are limited functionality versions of Word.

We would recommend that you try a free trial of any Office version with Amphis Customer and check that Amphis Customer works fully with that version of Office including creating documents and sending Emails before you purchase a version of Office to work with Amphis Customer. Amphis Customer is not designed to work with online versions of Office.

Amphis Customer CRM Software templates are just Microsoft Word documents that can be edited using standard Word facilities to add headers and footers, change the wording, change the fonts and layouts, add images etc.

If you have Microsoft Word 2003 or a later version installed but you have problems creating Word documents such as Quotes or Invoices using Amphis Customer, please take a look at the checklist below which should solve your problem.

  • First, run Microsoft Word and check that the version you have installed is Word 2003 or a later version such as Word 2007 or Word 2010. You can also check the version that is installed from Control Panel->Programs and Features (or Add/Remove Programs on Windows XP). Amphis Customer will not integrate with Word 97, Word 2000, Word XP, or Word 2002 (which comes with Microsoft Works) although you can still use the Contact Management features.
  • The most common problem is having an older version of Word installed as well as a recent version. To check for this, go to Control Panel->Programs and Features (or Add/Remove Programs on Windows XP) and check the list of programs that are installed. If you see an old version such as Word or Office 97 or 2000 or Office XP or 2002 you will need to uninstall the old version of Word. Also, if you see Microsoft Works, that includes Word 2002 so you'll need to uninstall that too. Uninstalling the old version is normally enough to fix the problem though in some cases you may need to uninstall and reinstall your current version too.
  • Something else to check is that if you go into Word and create a document, enter some text, and save the Document to your user's Documents folder eg c:\users\<username>\Documents as a .doc file (not a .docx) using Save As and selecting Word 97/2003 document. Check that if you go to the Documents folder and right-click on the file you saved and select Open that the file opens up in Word (the latest version you have installed). If it prompts you to select which program to use to open the file, select Microsoft Word and tick the "always use this program" checkbox. That has fixed the problem for some clients where an older version of Word had previously been installed.
  • There can also be problems with Word Add-Ins. In Word, if you click the Add-Ins menu you'll see a list of Add-Ins that are installed. Try disabling the Add-Ins and see if that fixes the problem. Disabling one or more add-ins has fixed the problem for some clients.
  • Also check that Microsoft Word has been activated or else it will stop working after creating a few documents. Just run Microsoft Word, create a document, enter some text and save the file. Repeat this 10 times and you should see the Activation prompt if you need to register Microsoft Word.
  • Finally, some virus checkers can cause problems with Word 2010 saving to network drives. If you are using a network drive and Word is unable to Save to a network drive, temporarily disable virus checkers to see if this is the cause of the problem. You may be able to fix the problem by switching off Protection of Network Drives from the client PC.

Office Registry Settings

It's also worth checking what versions of Office are installed according to the Windows Registry.

Warning Editing or deleting entries in the Windows Registry can cause problems with your Computer. We recommend performing a System Backup before making any manual changes to the registry. We recommend that you do not make any manual changes to the Windows Registry unless you are sure you know what you are doing.

To run the Registry Editor, click the Windows Start menu, type Regedit in the text box and press Enter.

Go to HKEY_CURRENT_USER\Software\Microsoft\Office

That should show the versions of Office that have been installed on this PC.

Office Registry

Office\7.0 is Office\Word 97
Office\8.0 is Office\Word 98
Office\9.0 is Office\Word 2000
Office\10.0 is Office\Word XP
Office\11.0 is Office\Word 2003
Office\12.0 is Office\Word 2007
Office\14.0 is Office\Word 2010
Office\15.0 is Office\Word 2013

You could try deleting the registry entry for any versions of Office/Word which are no longer installed on this PC to see if that helps but only if you are sure you know what you are doing and you have made a System Backup first so you can perform a System Restore if you need to if your manual registry edits cause any problems. If you are unsure we suggest you consult a professional IT Consultant to help you.

Recent Version of Office Removed

Problems can also be caused by having a more recent version of Office installed and then removing it. For example if you are using Word 2010 but someone had installed part of Office 2013 at some point, there can still be references to Word 2013 in the registry which will cause Windows to try to call Word 2013 instead of Word 2010 when Amphis Customer tries to call Word. This can lead to error messages that say something like...

Unable to cast COM object of type 'Microsoft.Office.Interop.Word.ApplicationClass' to interface type 'Microsoft.Office.Interop.Word._Application'. This operation failed because the QueryInterface call on the COM component for the interface with IID '{00020970-0000-0000-C000-000000000046}' failed due to the following error: Error loading type library/DLL. (Exception from HRESULT: 0x80029C4A (TYPE_E_CANTLOADLIBRARY)).

The solution is to manually edit the registry to change the entry for

HKEY_CLASSES_ROOT\TypeLib\{00020970-0000-0000-C000-000000000046}

(or whichever component it is complaining about)

and remove references to newer versions of Word ie Office\15.0 in this example.

You may see a similar error for Outlook if a more recent version has been installed and then removed. The solution is to go to HKEY_CLASSES_ROOT\TypeLib\{00063001-0000-0000-C000-000000000046} and remove references to newer versions of Office.

Warning Editing or deleting entries in the Windows Registry can cause problems with your Computer. We recommend performing a System Backup before making any manual changes to the registry. We recommend that you do not make any manual changes to the Windows Registry unless you are sure you know what you are doing.


If you still have any problems creating Word documents with Amphis Customer, please email customer support and we will be glad to help.