Share Customer Data on a Network - Overview
Simple Overview to Sharing Customer Data on a Network
With Amphis Customer CRM Software you can easily share customer details and documents on an Office Network.
This is a quick overview about how that can be set up. For more detailed instructions, please see the links at the bottom of the page.
Step 1 - Install the Free 30 Day Trial on each of the client PCs. Download Free 30 Day CRM Software Trial
Step 2 - On your server, create a Shared Folder that the client PCs can access eg something like \\myServer\public Check that each client PC can create and update files in that shared folder eg go into notepad on each PC and try to create and edit files in the shared folder.
Step 3 - On one of the client PCs (let's call it PC1), go to Tools->Folders->View Data Folder. Copy the file customer.mdb and the Documents and Templates folders to the share on the server. (If you can't see a file called customer.mdb, go to Control Panel->Folder Options. Click the View tab. Uncheck Hide extensions for known file types and click OK)
Step 4 - Update the .config file (amphis customer.exe.config) on PC1 so that PC1 accesses the database and folders on the server instead of the database and folders on the local PC. (see links below for details). We're working on making this easier so you won't need to manually edit a file.
Step 5 - Copy the .config file from PC1 to the other PCs so they all access the database and folders on the server.
Step 6 - Go to Tools->Configuration on each PC to check that they are all pointing at the server now.
Please see the links below for more information but if you have any questions or need any help configuring Amphis Customer, please don't hesitate to email customer support or contact us via our web site online chat. We'll be happy to help.How to Share Customer Data across multiple PCs using a centralized database.
Network Configuration Step By Step
For a step by step guide to configuring Amphis Customer CRM Software to Share Customer Details across multiple PCs, click below.
If you have any problems getting this to work, we also have a Troubleshooting Guide To Setting Up A Shared Database