CRM Database Server Configuration

CRM Software Database Configuration

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CRM Database Server Configuration

If you are sharing the CRM Database and Documents between multiple users, each client will be configured to point to a shared folder on a Server or on a PC on a network.

Change CRM Database Server Configuration

If you need to change the location of that shared folder, perhaps because you set up a new server, you need to change the configuration of each client PC. You can do this from the Amphis Customer Tools->Configuration menu.

CRM Configuration Change Database

You just need to go to the Database section at the top and click Change and browse to the new customer.mdb file location. Click Test Connection to check that Amphis Customer can connect successfully. Click Save to save the changes.

If you are also changing the location for the Documents and Templates etc, click the other Change, Test and Save buttons as required.

Old CRM Database No Longer Accessible

But if you remove the shared folder, or perhaps because of a network or server problem, it is no longer possible to access the shared folder, this can cause a problem because the client PCs will still try to connect to that shared folder until you configure them to point to a new shared folder location. When they cannot connect to the shared folder, Amphis Customer will not start up successfully.

Reset CRM Configuration

So how can you start up Amphis Customer if the shared folder it is trying to connect to no longer exists ?

What you can do is reset the CRM Configuration. The CRM Configuration is stored in the config.mdb Access database file on each client PC.

Multi-user CRM Software

(Note that prior to release v3.0.45 the configuration was stored in the XML config file amphis customer.exe.config but many clients had problems with the permissions for this file as it is stored in the Program Files location, and clients also had problems getting the syntax correct and so we moved the configuration to an Access database which can be maintained from within Amphis Customer from Tools->Configuration).

Default Configuration ("Data" Folder)

On Windows XP, the config.mdb file is stored in the 'data' folder

   C:\Documents and Settings\<username>\Application Data\Amphis Customer v3.0

On Windows Vista and Windows 7 this will be

   C:\Users\<username>\AppData\Roaming\Amphis Customer v3.0

Download Default Config Database

You can download a fresh config.mdb file as a .zip file from here. You need to open the file and click Extract All Files to extract the files from the .zip file to the 'data' folder (as given above). The readme.txt file explains where you need to copy the file. You need to shut down Amphis Customer and then you can replace your existing config.mdb file with the one from the .zip. It should prompt you to confirm that you want to replace the existing config.mdb file. Now the Amphis Customer configuration is reset back to the default of looking for the customer.mdb file on the local disk.

Default Configuration

Now Amphis Customer will look for a customer.mdb file in that same default 'data' location which enables you to start up Amphis Customer and go to Tools->Configuration to point the client to the new shared folder location on the server or network PC.

If you don't have a customer.mdb file in the default location on the local disk you can download a blank one as a .zip file from here which you can extract from the zip file and copy to the default data location (as given above) so you can start up Amphis Customer.

Manually Editing Config Database

An alternative, if you have Microsoft Access, is that you can edit the Config.mdb file manually. The config.mdb database has a single table called Config which has 6 rows. By default it contains this data.

CRM Configuration Data

You can change the Data Source part of the Connection String row to something like this (or whatever the path is to your shared customer.mdb file)

Data Source=z:\CRM\customer.mdb

Setting Up Multiple PCs

Once you have set up one PC you can copy its config.mdb file to all the other client PCs, or if you prefer, you can go to Tools->Configuration and manually set up each client PC.

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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