Networked CRM Software - Multi-User CRM Database

Networked CRM Software - Multi-User CRM Database


Learn CRM Software

CRM Tutorial - Learn how to set up Multi-User Networked CRM Software so multiple users can share customer records and customer documents.

The customer database and documents are moved to a shared folder and the client PCs are updated so that they all share the customer database and customer documents.

This video uses Amphis Customer CRM and Invoicing Software which also supports using SQL Server as the Database.

http://www.amphis-software.com
Closed Caption:

this video in slick at multi-user so
it's a more than one user
showing the customer database and
documents
safe chapters customer to go to tools
folders feet 8 folder these
up key file suit got the customer MTB
that's customer database
called for him to be to live sites
client asked the question
nation and these are the important
folders especially documents and
templates
and if you have for example 3 uses
each with abscess installed by default
that'll be
party to their local take place and
documents
in order to share that many to move this
file and these holders to shared
service somewhere 46 shared folder just
server
so
his the photon going to use for sanity
is a shutdown affects customer
because the database will be locked so
close that
I'm going to copy these photos cross
and then opened copy the database cross
I'm copping at this point I'm not moving
centimeter fun at his house making they
won't start up
if he takes place in there a runner
discussed but now go to tools
configuration Annex E
still points to default default setting
it to local database
to quit some local PC templates local PC
needs change that nice say that this PC
and eventually others point to the
shareholders
what's going to change here and up
disputed T that public folder challenges
point
Spain to be file I can click this button
to test the connection
that's fine snapping a safer change
thanks to sink the documents
show there
submissions to stock price that folder
say
change I just do the same for the
templates
submissions say the changes you may want
to still reports in exports on the
shirts have week
most likely City hands I'll
closed and and it has many to restart
again
so i restart his customer textiles
integration
she's this species name pointing not
the local disc the database and took his
temp
experts point to a shared folder that he
took dayquil the other PCs
two-point also point to hear so all the
PCs case into the same
folder for the take based acquits
templates
and not to go into each PC manually
if you go into this folder she could be
that come pick him to be file
from this PC that already set up told
the other PCs
passes quick waiting

Video Length: 03:08
Uploaded By: LearnCRMIn60Seconds
View Count: 1,463

Related Software Products
Amphis Customer
Amphis Customer

Published By:
Amphis Software

Description:
Amphis - Customer is a customer database that makes it easy to generate quotes and invoices, manage your email, keep track of who owes you money, send reminders, store correspondence and sales history. BRBREmail templates allow you to send standard emails and standard email replies including attachments. BRBRReminders help you to get organized eg customers we need to phone or email, quotes or invoices we need to create, invoices that are due or overdue, customers we are expecting to ...


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