Troubleshoot Shared CRM Database on an Office Network

How to troubleshoot problems setting up a Shared CRM Database on an Office Network

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If you are having problems setting up the shared customer database and folders on an Office Network, here are some checks to make to ensure it is all set up correctly.

Note that you don't need to have a powerful server. 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.

Check 1
Check Tools->Configuration on each client PC that runs Amphis Customer and check that all the settings are pointing to the same shared database location and same shared location for Documents and Templates.

If any of the PCs running Amphis Customer have the configuration set to the Default Settings like this...

CRM Invoicing Software Configuration

...it won't work ! because that PC is accessing the database and folders on the local PC, not sharing a customer database and folders with other users.

Note: if you don't see the Change and Save buttons, you are running an old version of the software. You can Upgrade CRM Software for Free

Click Change to browse to the correct location for the database, documents and templates, click Test to test the connection and permissions and then click Save. If the tests fail, you'll need to check the permissions on the server to ensure that update access has been given to the shared folder. Also check that the folder is a shared folder. Right-click on the folder on the server and click Share. Check that the folder has been shared for Public Access and Unlimited Connections or at least sufficient connections for you client PCs.

Check 2
If the client PCs are all pointing at the shared folder for the customer database and the documents and templates, check from each PC that you can navigate to that shared folder and create a text file in Notepad. Also check that you can update and save that text file from each PC. If you cannot create and edit text files, there must be a permissions problem with the shared folder on the server.

Detailed Checks
From each PC...

a)Check the database setting in Tools->Configuration is the same on all the PCs ie pointing to the same server location.
b)Click Test Connection on each PC and check it says Tested OK.
c)Click the top-most View Folder button to go to the folder on the server where the database is located. Using Notepad, create a file in that folder and enter some text and save it in that folder on the server. Then close the file. Then open the file again in Notepad, edit the file and save it again. Then close the file.
d)Also, check in Control Panel that all the PCs have the Regional Settings set to the same Country, Currency and Date Format.

Server Connections

The Operating System running on the Server and the number of Client Access Licenses (CALs) may affect the number of users that can successfully access a shared folder. Windows XP Home only supports 5 connections. Windows XP Professional supports 10 connections. Windows Server 2003 support more connections but may be restricted by the number of Microsoft Client Access Licenses (CALs) that have been purchased.

You can set up Amphis Customer to run in the above client-server configuration as part of the free 30 day trial and try it out for yourself. We are happy to help if you still have problems.

For more information, see Share Customer Data   Set Up Shared Customer Database   Steps To Set Up Shared Customer Database