Share Customer Data on a Network
Share CRM Software Customer Data on a Network
Download CRM Software Free 30 Day Trial
As your business grows you may need to access customer data from more than one PC. With Amphis Customer CRM Software you can easily share your customer data and documents across multiple PCs on a network. The customer details are stored in a centralized database easily accessible from networked client PCs.
You just need to choose a PC to act as the shared folder and then copy the Customer Database and documents to that folder. Then each client PC connects to the shared folder to access the Shared Customer Database and documents.
Video
This video shows how to set up Amphis Customer CRM Software in a multi-user shared database and documents scenario. (3 mins 8 seconds)
If the permissions test fails, you'll need to check the permission on the server for the Shared Folder. If you cannot browse to the Shared Folder, check on the server that the folder has been set up as a Share. Right-click on the folder on the server and select the Share option. Or right-click, select Properties and select the Share tab for more information.
Note that you don't need to have a powerful server for this. You can create a Shared Folder on a desktop PC if you prefer, as long as all the client PCs have access to the Shared Folder.
Also note that on Windows Vista and Windows 7, folder sharing is disabled by default. You'll need to go into Start->Control Panel->Network and Sharing Center. You'll see an option called Public folder sharing and you'll need to click the down arrow to the right and then choose the middle option which is Turn on sharing so anyone with network access can open, change, and create files and click Apply.
If you create your folder in the Public folder on your PC, you won't need to manually Share the folder as files and folders within the Public folder are automatically shared with other users on the network if you have enabled Public folder sharing. If you want to share a folder that isn't in the Public folder then you have to manually set up Sharing by right-clicking on the folder and selecting the Share... option.
If you don't have the Change and Save buttons on Tools->Configuration, you are running an old version of the software. You can Upgrade CRM Software for Free
You can set up Amphis Customer CRM Software to run in the above client-server configuration as part of the free 30 day trial and try it out for yourself. The software also supports using Microsoft SQL Server as the database which we would recommend for 10 or more users.
And if you want to access Amphis Customer from outside your office network, simply remotely log on via your laptop to one of the office PCs using remote desktop software which connects through the internet.
You can set all of this up including multiple users connecting to a shared database and remote access as part of the Free 30 Day Trial to be sure you are happy with it before you purchase any licenses. If you have any questions or need any help configuring Amphis Customer, please don't hesitate to email customer support
Configuration
For more detailed information on configuring Amphis Customer CRM Software to share customer details across multiple PCs, click below.
How to Share Customer Data across multiple PCs using a centralized database.
Also for the CRM Software technical details, see CRM Software Technical Details
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.
Configure Shared Customer Data in Easy Steps
Here's some tips on Sharing an Access Database
If you have any problems getting this to work, we also have a Troubleshooting Guide To Setting Up A Shared Database
Once your customer details are in Amphis Customer CRM Software, you can create Quotes and Invoices in seconds, set up Reminders to help you get organized eg Quotes and Invoices we need to create. You can manage your email and run reports eg Monthly Sales Totals or Overdue Invoices. You can Mail Merge to send letters to all customers in a group eg for marketing.
