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CRM Software Upgrade Tool

If you are using an earlier v3.0 build, you can upgrade to the latest Contacts Database / CRM Software 3.0 build by simply downloading, installing and running our Amphis Customer Upgrade Tool.

Upgrade from Amphis Customer v2.6

We have been offering a Free Upgrade from Amphis Customer v2.6 to Amphis Customer v3.0 for 5 years but if you are still using Amphis Customer v2.6, we have information on upgrading Amphis Customer v2.6 to Amphis Customer v3.0 here - Upgrade Amphis Customer v2.6 to Amphis Customer v3.0.

If you have any problems upgrading from an earlier version of v3.0, please see the Problems Upgrading section below.

All PCs MUST be Running the SAME Version and Build of the Software

Please note, if you have multiple PCs sharing data and documents, you will need to Upgrade All the PCs to the Same New version and Build. If you run different versions of the software all accessing the same database, this can invalidate the data and prevent Amphis Customer running.

If a new release of the software adds a new column to the database and you continue to run the old version of the software on one or more PCs, this can store data in the database that is no longer valid in the new version of the software. This can prevent Amphis Customer from running and will require your database to be manually fixed. All PCs MUST be Running the SAME Version and Build of the Software. Please check in Help->Help About that ALL PCs are running the SAME Version and Build of the Software.

Before upgrading, if you are currently using a version of Amphis Customer older than v3.0.75 (released in June 2012), please read the Release notes for v3.0.75 as there were some important changes in that version.

Amphis Customer Upgrade Tool v3.0

If you have an older version than v3.0 of the Amphis Customer Upgrade Tool, please uninstall the old version of the Amphis Customer Upgrade Tool from Control Panel and then install the new version of the Amphis Customer Upgrade Tool. DO NOT UNINSTALL AMPHIS CUSTOMER - see Step 1 below.

Uninstall Upgrade Tool

You will need the latest version of the Upgrade Tool in order to upgrade to the latest version of Amphis Customer as there are now 9 files that need to be upgraded. If you have already installed v3.0 of the Amphis Customer Upgrade Tool, you don't need to install it again, just skip to step 2.

Microsoft .Net Framework 4.0

The latest version of the Upgrade tool and also the latest version of Amphis Customer are both designed to work on Windows 8 and Windows 10 and they both require the Microsoft .Net Framework 4.0 to be installed. If you don't have the Microsoft .Net Framework 4.0 installed, the Setup Program for the Upgrade Tool will prompt you to install it or you can download it from here and install it. Please note that on Windows XP, you will need to have Microsoft Windows XP Service Pack 3 installed in order to install Microsoft .Net Framework 4.0.

Before You Start

Before running the Amphis Customer Upgrade Tool, check you have a backup of your database (customer.mdb) and your Documents and Templates folders. Also close down Amphis Customer. See CRM Backups.

Tip: You could check out the new features in the latest release with a 60 day trial on another PC if you want to be sure that you want to upgrade - just download the 60 day trial onto another PC from our homepage.

You can check out the release history CRM Release History

DO NOT UNINSTALL AMPHIS CUSTOMER.

Step 1

You need to download the MSI file (click the Download Amphis Customer Upgrade Tool v3.0 link below and save the amphiscustomerupgradetoolsetup.msi file to your desktop). Then run the amphiscustomerupgradetoolsetup.msi file to install the Amphis Customer Upgrade Tool. This places a Amphis Customer Upgrade Tool icon on your desktop. If you only have an option to Run rather than Save the msi file, click Run. (If you have already installed v3.0 of the Upgrade Tool there is no need to download and install it again).

Download Amphis Customer Upgrade Tool v3.0

Step 2

Then you need to run the Upgrade App. On Vista, Windows 7, Windows 8 and Windows 10 you will need to right-click on the Amphis Customer Upgrade Tool icon and click Run as administrator. On Windows XP you can just double-click the icon to run it.

Run CRM Software Upgrade Tool as Administrator

If you see the option to Repair or Remove the Amphis Customer Upgrade Tool, select Remove. Then run the Amphis Customer Upgrade Tool msi file again.

DO NOT UNINSTALL AMPHIS CUSTOMER.

Step 3

You should see the Tool displayed which looks like this with 9 progress bars for the 9 files that need to be upgraded.

CRM Software Upgrade Tool

Click Check latest version to see if there is a newer version of Amphis Customer you can upgrade to (for free).

If nothing happens, close the software and right-click on the Amphis Customer Upgrade Tool icon and click Run as administrator.

Step 4

Click Download latest files to download the latest files to your PC.

Step 5

Click Upgrade to upgrade your CRM Software to the latest version.

All PCs MUST be Running the SAME Version and Build of the Software

Please note, if you have multiple PCs sharing data and documents, you will need to Upgrade All the PCs to the Same New version and Build. If you run different versions of the software all accessing the same database, this can invalidate the data and prevent Amphis Customer running.

If a new release of the software adds a new column to the database and you continue to run the old version of the software on one or more PCs, this can store data in the database that is no longer valid in the new version of the software. This can prevent Amphis Customer from running and will require your database to be manually fixed. All PCs MUST be Running the SAME Version and Build of the Software. Please check in Help->Help About that ALL PCs are running the SAME Version and Build of the Software.

Problems Upgrading ?

Make sure you right-click on the icon and select Run as administrator (see step 2 above) or else the app will not have sufficient privileges to perform the upgrade.

If you see an error saying that a file is being used by another process, check that Amphis Customer is shut down, wait a minute and retry clicking the Upgrade button. If you see an error saying that Access is denied, you need to close down the Amphis Customer Upgrade Tool and right-click on the Amphis Customer Upgrade Tool icon and click Run as administrator.

If you see this error it has downloaded the new files successfully to your desktop but the permissions on your PC are preventing the files being copied to the required location.

CRM Software Upgrade Problem

To complete the upgrade, you just need to manually copy 9 files from your desktop to the location shown in the error message (this will require Administrator privileges).

First check that Amphis Customer is closed down. Also close down the Upgrade tool.

So just to double-check... Amphis Customer is still closed and you have now closed down the Upgrade tool.

Then just copy those 9 files manually...

   Amphis Customer.exe

   Amphis.Customer.Data.Types.Customer.dll

   customer.chm

   RestSharp.DLL

   Twilio.Api.dll

   Microsoft.Office.Interop.Outlook.dll

   Microsoft.Office.Interop.Word.dll

   Microsoft.Vbe.Interop.dll

   office.dll

from your desktop to

    C:\Program Files (x86)\Amphis Software\Amphis Customer v3.0

On a 32-bit PC the folder would be this instead

    C:\Program Files\Amphis Software\Amphis Customer v3.0

It should ask if you want to replace the existing files. Click Yes.

Copying those 9 files manually completes the upgrade. You don't need to use the Upgrade tool.


If that still doesn't work...

Copy Files Manually

Step A Download the new files as a zip file from here and save the zip file to your desktop.

Step B Open the zip file (just double-click on it) and click Extract all files and extract the 9 files to your desktop.

Step C Close Amphis Customer.

Step D Copy the 9 files manually (this will require Administrator privileges) to

    C:\Program Files (x86)\Amphis Software\Amphis Customer v3.0

On a 32-bit PC it would be

    C:\Program Files\Amphis Software\Amphis Customer v3.0

It should ask if you want to replace the existing files. Click Yes.

If you have followed steps A to D then Amphis Customer has now been upgraded manually and you don't need to use the Upgrade Tool.

You should now be able to run the new version of Amphis Customer.

Did It Work ?

Just run Amphis Customer and the main form will show the version and build you are now running.

If that still doesn't work...

If you are absolutely sure that your database, documents and templates are stored on a different PC eg on a server then you can uninstall Amphis Customer from your PC and then download and install the latest version from our web site. Only do this if you are absolutely sure that Amphis Customer isn't using the local Amphis Customer database, documents and templates because uninstalling Amphis Customer will remove the local database. If you install Amphis Customer again you'll need to go into Tools->Configuration to configure where the software needs to look for the database, documents and templates.

New Templates

If there have been any new Document Templates introduced since your previous version, you can download these from the Downloads page and copy them to your Templates folder. You would know if you are missing a template because if you tried to use the new functionality eg to Print an Envelope, but you didn't have the corresponding template, you would see an error message.

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

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