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Amphis Customer - Frequently Asked Questions (FAQ)
Q How do I delete a Customer Record ?
A Click the Search button and select the Customer Record. select Delete from the Customer menu. See Deleting Customer Records
Q How do I delete an Invoice ?
A Select the Invoice on the Customer History tab. Click Delete History Entry.
Q How do I delete a Customer Note ?
A On the Customer History tab, change the Show Type filter (bottom left) to Show All. Select the Customer Note. Click Delete History Entry.
Q Where can I Download the Templates ?
A If you want to reset all your templates or Download the latest templates, you can do so here.
Q How can I add a Logo to an Email Template ?
A To add a Logo and change the wording of an Email Template, see Add Logo to Email Template.
Amphis Customer Knowledge Base
We are adding answers to many of the questions we are asked to the Amphis Customer CRM - Knowledge Base.
Moving Software to a New PC
Setting up Multiple Users
Upgrade to SQL Server
CRM Software Backups
How to Add a Logo to Templates
Q Can I add a logo to the templates ?
A yes, please see Add Logo to Invoice Template.
Screen Resolution and DPI
Q Why don't the buttons and text fit on the forms on my screen ?
A This is caused by the Font Size (DPI) being set to a non-standard setting on your PC. It is easily fixed by Change Font Size (DPI) back to the default setting
Import your existing Customer Records
Q Can I transfer a license to a new PC at no extra cost ?
A yes, we cancel the old license and give you a new license string at no extra cost.
Q Can I add more users whenever I like ?
A yes, you can purchase any number of additional licenses any time you like. you can add 1 more or 3 more or whatever you need any time.
Q If I purchase a license do I have to reinstall everything ?
A no, you don't need to reinstall anything.
we just send you a license string to fully license the software you've already installed.
you get to keep all the customers you've already added (or you can delete them if you prefer) and you keep any templates you have set up.
CRM Software Free Training
CRM Software Configuration
Multi-User CRM Software
Q Can multiple users on a network access the same customer database and documents and see each other's changes ?
A yes, see Share Data and Documents Between Multiple Users on a Network.
Q How can I add more Users ?
A See Add CRM Software User.
Q How can I reset the CRM Configuration back to the default ?
A You can replace the Config DB with the default one - see Reset CRM Configuration.
Upgrade to SQL Server Database
Q Does Amphis Customer support SQL Server Express ?
A yes, you can use SQL Server Express at no extra cost - see Upgrade to SQL Server Express.
Quotes, Invoices, Customer Letters etc
Q Are there some other templates as well as the default ones provided ?
A yes, if you don't already have the "blue" and "formal" templates you can download them here.
Q Can I switch off the Default Price and Discount Percent columns in Itemized Invoices ?
A yes, if you go to Options->Preferences and select the Itemized Quote/Invoice tab - see remove Invoice columns.
Q Can I change the column headings in Itemized Invoices ?
A yes, if you go to Options->Preferences and select the Itemized Quote/Invoice tab.
Managing Groups of Customers
Q How can I see which customers are not assigned to any groups ?
A go to Tools->Maintain Customers. select Customers Not in a Group.
Sending SMS Messages
Integration with Outlook
Integration with Other Packages
CRM Software Latest Version
Microsoft .Net Framework 4.0
Amphis Customer requires the Microsoft .Net Framework 4.0 to be installed. If you don't have the Microsoft .Net Framework 4.0 installed, you can download it from here and install it.
Q Where is my CRM software installed ?
A See Where is my CRM Software.
Q Where are my CRM data and documents ?
A See Where are my CRM data and documents.