Install CRM on XP |
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Step 1 To download the software click here, press Save and select a location to save the install file.
Step 2 Then go to the location where you saved the file and double-click the file to start the installation.
If you see this...
Just click Yes to continue with the installation.
Step 3 You will probably see this...
Just click Run to continue with the installation.
Step 4 Amphis - Customer requires the Microsoft .Net Framework v2.0 to be installed. If you haven't already got it installed, you will see this message...
Click Yes to install the software. Alternatively, if you have a CD from Amphis Software, you can install it direct from the CD by following the instructions on the CD.
(you will need to wait a few seconds for something to happen)
When a pop-up appears click Run
(again you will need to wait a few seconds for something to happen)
If you see this message...
click Exit
You will need to install a newer version of the Microsoft Windows Installer which you can install from here.
If you are requested to press Continue to Restart a Service, go ahead and click Continue. If you are requested to restart Windows, go ahead and click Finish to Restart Windows.
If you have installed a new version of the installer, you may need to go back to Step 1.
Step 5 Next you will see the Setup pages. You need to follow the instructions on these pages and press Next as appropriate.
Step 6 After a few pages you will get to the last Setup screen where you can click Close to complete the installation.
Step 7 After you have installed the software you will be able to run the program by clicking
Start->All Programs
and then clicking Amphis Customer
Alternatively you can run the program by double-clicking the Amphis Customer icon on the desktop
Step 8 You will see the Evaluation form which shows you that you have 30 days of the evaluation left.
(If you see an error message that says
The 'Microsoft.Jet.OLEDB.4.0' provider is not registered on the local machine.
click here to go to the Support Pages for instructions on how to fix the problem)
Press Continue Evaluation to use the software.
Step 10 You will see Setup Page 1. Here you can enter the name of your business.
You can also check that the regional settings for your computer are set correctly. The language and currency from your regional settings are displayed. If these are correct, you can just press Next. If they are not correct, see Appendix A below to see how you can change them.
On Setup Page 2, you can enter the sales taxes appropriate for your business. Depending on the country you live in, some suggested settings may be provided for you. You can change the name and rate of each sales tax, and add or remove values to suit your local sales taxes.
Setup Page 3 allows you to choose the format to use for customer Ids. You can choose to use numbers for the Ids and specify the first number to use. So you might specify that your first number is 1000. You can optionally specify a prefix to add to the start of each Id eg you might specify CUST. This would make your first customer CUST1000, your next customer CUST1001 etc. Alternatively, you can generate the customer Id based on the company name entered (or last name if there is no company name). You can specify how many of the letters of the name to use and how many digits to use afterwards. So if you specify 3 characters and 3 digits, the customer Id for Amphis Software would be AMP001.
Setup Page 4 allows you to specify the initial numbers to use for documents eg quotes and invoice etc. If you don't mind what numbers are used, you can just press Next to use the defaults provided.
Step 10 The Thank You page tells you a few things you can do with Amphis Customer.
Step 11 Now you will see the main form. Click Create Customer to create your first customer. You can enter as little or as much information as you like but you will need to at least enter a company name or the last name of the customer.
There is help available on most forms by clicking the Help button.
You can search for customers by entering any part of the customer id, company name, last name or first name, postal/zip code or address. You can also enter any part of the history summary details for the customer, or you can enter a specific document id eg a quote number. You can enter any combination of these fields to narrow down the search to find the customer you are looking for.
The Recently viewed pane will show a list of the Customers you were viewing most recently. You can click on any of these links to go straight to the details for the selected Customer.
When creating or editing a Customer you can click Next to navigate from page to page or you can click any tab at the top to go straight to a page.
The Customer History menu is where you can Create Quotes, Invoices, Invoice Receipts, Customer Letters etc and record all correspondence with a customer. For each Invoice, you need to Create a Sales Receipt when the Invoice is paid, to record that payment has been received.
You can Attach Files to Customer History Entries so you can easily record emails sent and received and Attach the Email to the Customer History entry. This allows you to view emails directly from Amphis Customer and you can easily click Reply to reply to a Customer Email directly from Amphis Customer.
You can also scan in documents received from the customer and Attach Scanned Documents to Customer History Entries for the Customer.
The Customer Account menu is where you can see the Invoices that have been issued for this Customer and the Sales Receipts for the Payments made by the Customer, and also the status of each Invoice and the overall Balance of the Customer Account. You can Create a Payment Reminder for an Outstanding Invoice at the click of a button.
The Custom tab is where you can create any Custom Fields to store information specific to your business.
In the Options->Custom Fields menu option you can enter a different name for "Custom" and a name for each of the custom fields, or you can switch off the Custom tab altogether if you don't need it.
Note: Amphis Customer requires Microsoft Word 2003 or later versions in order to create documents eg quotes and invoices.
If your regional settings are incorrect eg the language or currency shown is incorrect, you can change them in Control Panel.
You only need to do this if the currency displayed is not the correct currency. You can complete the Setup of Amphis Customer once you have changed the currency, but you will need to close down Amphis - Customer and restart it, then select the Options->Setup menu to re-run the Setup to ensure that the correct currency is now displayed.
You may need to do this one more time before the correct currency is displayed in Amphis Customer.
Once the correct currency is displayed in the Setup you can begin to use the software to create customers and quotes etc.
Control Panel->Regional and Language Options
Customer Support Web Site
You can find additional help on the Amphis Software Support Pages
CRM Software Support Pages
Email Customer Support
If you cannot find the answer to your problem on the Support Pages, please click here to email customer support.
