Amphis Software Forum
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     Welcome
Announcements
Welcome to the Amphis Software community forums
Moderators:amphis
217 175 new Upgrade Tool v3 released
by ed
CRM Newsletters
Amphis Software CRM Newsletter information
Moderators:amphis
2 2 Sign up for free CRM Newslett...
by amphis
CRM Software Reviews
these are independent reviews of our software
Moderators:amphis
1 1 Software Review by SmallbizCR...
by tom
Roadmap - features we are adding next
here we announce the features we are working on
Moderators:amphis
7 2 web access to customer data
by tom
Roadmap (features already added)
this is for the features that were part of the roadmap and have now been added
Moderators:amphis
233 66 Search Custom Fields
by amphis
How to post a message
how to post a message
Moderators:amphis
1 1 how to post a message (you do...
by amphis
Affiliate Information
information and discussions about becoming an affiliate and earning commission on sales
Moderators:amphis
7 6 new small banners to add to y...
by amphis
Reseller Information
information and discussions about becoming a reseller of Amphis Software products
Moderators:amphis
7 4 new 35% and 40% discounts ava...
by amphis
     Customer Feedback
Customer Feedback
feedback from our customers
Moderators:amphis
50 47 easiest to use and the best b...
by Capital Energy Solutions
     Amphis Web Customer
Amphis Web Customer
discussions and information about Amphis Web Customer web contact management and CRM software
Moderators:amphis
0 0 No posts
     Amphis Web Demo
Amphis Web Demo
discussions and information about the free web contact management demo software
Moderators:amphis
2 1 screenshots
by amphis
     Amphis Customer - Support
Amphis Customer - Support Queries
please post any support questions here
Moderators:amphis
585 261 job numbers
by tom
     Amphis Customer - Knowledge Base
General
general knowledge base articles
Moderators:amphis
1 1 the feature you are trying to...
by ed
Installation and Setup
knowledge base articles about installation and setup of Amphis Customer CRM
Moderators:amphis
5 3 Setting the currency
by ed
Move to New PC
knowledge base articles about moving Amphis Customer CRM Software to a new PC
Moderators:amphis
1 1 how to move software to a new...
by ed
Configuration
knowledge base articles about configuring Amphis Customer CRM Software
Moderators:amphis
1 1 resetting Amphis Customer con...
by ed
Importing Data
knowledge base articles about importing data
Moderators:amphis
5 4 new videos to help with Impor...
by amphis
Templates
knowledge base articles about templates
Moderators:amphis
6 4 Purchase Order Template
by ed
Microsoft Office Versions
knowledge base articles about using Amphis Customer CRM Software with Microsoft Office
Moderators:amphis
3 1 using Amphis Customer with Mi...
by tom
Licenses
knowledge base articles about Amphis Customer CRM Software Licensing
Moderators:amphis
2 2 what happens if I buy a new P...
by ed
Access Database
knowledge base articles about the Amphis Customer Access Database
Moderators:amphis
5 3 Amphis Database Compatibility
by ryuwaraimasa
SQL Server
knowledge base articles about using Amphis Customer CRM Software with SQL Server
Moderators:amphis
7 6 SQL Server error creating rec...
by ed
Outlook CRM Integration
knowledge base articles about Outlook Integration with Amphis Customer CRM
Moderators:amphis
1 1 CRM Outlook Integration
by amphis
Email Marketing and Email Templates
knowledge base articles about Email Marketing and setting up Email Templates
Moderators:amphis
1 1 Email Marketing Step by Step
by amphis
Exporting Data
knowledge base articles about exporting data
Moderators:amphis
2 2 commas in the data fields
by ed
Support
Knowledge base articles about obtaining support for Amphis Customer CRM
Moderators:amphis
1 1 Reporting problems
by amphis
Problems Upgrading
knowledge base articles about problems upgrading your CRM Software
Moderators:amphis
3 2 problems upgrading the softwa...
by ed
     Amphis Customer
CRM FAQ
most Frequently Asked Questions with answers
Moderators:amphis
39 23 How can I access my data from...
by ed
CRM step by step
here we provide some step by step instructions for performing tasks
Moderators:amphis
5 5 adding products for use in It...
by amphis
Amphis Customer
general discussions about Amphis Customer CRM software
Moderators:amphis
76 38 Receipting payments
by ed
Licensing
Questions and answers about licensing
Moderators:amphis
2 1 what if I get a new PC ?
by amphis
Import contacts from Spreadsheet
discussions about importing contacts from a spreadsheet
Moderators:amphis
6 2 separator character issue whe...
by amphis
Import Products from spreadsheet
discussions about importing products for itemized quotes and invoices from a spreadsheet
Moderators:amphis
2 2 quotes aren't valid in the Im...
by amphis
Appointments and Tasks
discussions about Appointments and Tasks
Moderators:amphis
4 2 Repeat Appointments
by amphis
Quotes and Invoices
discussions about quotes and invoices
Moderators:amphis
46 19 removing column headers for i...
by ed
VoIP
discussions on integrating VoIP, SIP Phones and Skype
Moderators:amphis
5 1 VoIP SIP Phone Integration an...
by amphis
Sharing customer data between PCs
discussions about sharing customer data between PCs
Moderators:amphis
16 9 resetting the CRM database co...
by amphis
Sales Taxes
discussions about handling sales taxes within Amphis Customer CRM Software
Moderators:amphis
11 3 different sales taxes for dif...
by amphis
SMS text messaging
discussions about SMS text messaging
Moderators:amphis
13 11 SMS Text Messaging Integratio...
by ed
Jobs and Job Sheets
discussions about Jobs and Job Sheets
Moderators:amphis
3 1 can I show job fields on an i...
by amphis
Mail Merge
discussions about Mail Merge, Envelopes and Labels
Moderators:amphis
1 1 Mail Merge video
by amphis
Purchase Orders
discussions about purchase orders
Moderators:amphis
4 2 linking products to the suppl...
by amphis
Web access to customer data
discussions about web access to customer data
Moderators:amphis
3 3 web access coming soon
by amphis
Document templates
discussion about editing quote templates, invoice templates, job sheet templates, letter templates etc and you can also post your templates
Moderators:amphis
32 19 new templates available
by amphis
SQL Server
discussions on using SQL Server or SQL Server Express with Amphis Customer CRM
Moderators:amphis
14 13 SQL Server Connection String ...
by ed
Custom Reports
discussion and examples of custom reports (for the default Access database)
Moderators:amphis
34 19 report for customer not sold ...
by craigdowney
Custom Reports Suggestions
this forum is for suggestions for custom reports you would like to have created
Moderators:amphis
2 1 customers with contacts and e...
by ed
Custom reports - appointments
custom reports related to appointments
Moderators:amphis
15 12 appointments assigned to a sp...
by ed
Custom reports - custom fields
custom reports related to custom fields
Moderators:amphis
14 12 firstname lastname and a cust...
by ed
Custom reports - credit notes
examples of custom reports for credit notes
Moderators:amphis
3 3 credit notes created in a giv...
by ed
Custom reports - customers
custom reports related to customers
Moderators:amphis
63 54 report showing contacts and t...
by ed
Custom reports - customer history
custom reports related to customer history
Moderators:amphis
6 6 appointments within a specifi...
by ed
Custom reports - dates
discussions around using dates in custom reports
Moderators:amphis
1 1 using dates in custom reports
by ed
Custom reports - expenses
custom reports related to expenses
Moderators:amphis
3 2 all expenses for the current ...
by amphis
Custom reports - export data
custom reports related to exporting data
Moderators:amphis
11 5 how can I export customer nam...
by ed
Custom reports - jobs
custom reports related to jobs
Moderators:amphis
23 20 job control sheets created be...
by ed
Custom reports - purchase orders
discussions around custom reports for purchase orders
Moderators:amphis
1 1 show all purchase orders
by ed
Custom reports - quotes and invoices
custom reports related to quotes and invoices
Moderators:amphis
96 86 customers with bad debt
by ed
Custom reports - receipts
custom reports related to receipts
Moderators:amphis
23 21 receipts for a given month an...
by ed
Custom reports - reminders
custom reports related to reminders
Moderators:amphis
6 6 reminders for a specific sale...
by ed
Custom reports - salespersons
custom reports related to salespersons and commission
Moderators:amphis
18 17 salesperson sales for a speci...
by ed
Custom reports - suppliers
custom reports related to suppliers
Moderators:amphis
29 16 supplier invoices with taxes ...
by ed
Custom reports - tasks
custom reports related to tasks
Moderators:amphis
11 11 overdue tasks
by ed
Custom Reports for SQL Server
this forum is for users who have upgraded their database to SQL Server and wish to run Custom Reports
Moderators:amphis
7 5 change custom report to work ...
by ed
CRM Videos
short CRM videos explaining how to use CRM software
Moderators:amphis
7 7 create quotes in 30 seconds (...
by amphis
CRM Developer / IT Support
discussions on IT / Developer Support for Amphis Customer CRM
Moderators:amphis
2 1 script to delete customers
by amphis
Email Marketing
discussions around Email Marketing with Email templates
Moderators:amphis
4 3 export to MailChimp
by ed
Email
discussions about customer Emails, Email templates, sending invoices as PDF files etc
Moderators:amphis
27 12 email invoice - how to change...
by amphis
Troubleshooting
Any problems and associated resolutions.
Moderators:amphis
2 2 Any problems connecting to th...
by amphis
Upgrade Issues
Any problems with upgrading and associated resolutions.
Moderators:amphis
12 4 pop-up message when creating ...
by amphis
Web site signup integration
discussions on integrating Amphis Customer with your web site signups
Moderators:amphis
1 1 CreateUser email integration
by ed
Installation Problems
discuss any problems installing Amphis Customer
Moderators:amphis
7 3 problem running software
by amphis
Feature Requests
feature requests for Amphis Customer
Moderators:amphis
39 18 custom columns in search resu...
by amphis
     Amphis WebCRMView (free software for viewing CRM data in a browser)
Amphis WebCRMView
discussions about our Free Web CRM Software for viewing customer details in a browser
Moderators:amphis
9 7 using Amphis WebCRMView with ...
by amphis
Feature Requests
Feature requests for Free Amphis Web CRM Viewer Software
Moderators:amphis
2 2 customized to Standard Fields
by Unregistered
     Amphis BizMonitor
Amphis BizMonitor
general discussions about Amphis BizMonitor software
Moderators:amphis
3 1 what is bizmonitor ?
by amphis
Feature Requests
feature requests for Amphis BizMonitor
Moderators:amphis
0 0 No posts
     Amphis Time (free software for tracking the amount of time you spend on multiple tasks)
Amphis Time
general discussions about Amphis Time software
Moderators:amphis
1 1 Amphis Time v1.3 (time tracki...
by amphis
Feature Requests
feature requests for Amphis Time
Moderators:amphis
2 2 More information on Suppliers
by warren
     Amphis CompactRepairAccess (free software for compacting and repairing a Microsoft Access Database)
Amphis CompactRepairAccess
discussions about the free Amphis CompactRepairAccess utility
Moderators:amphis
2 1 Compact and Repair a Microsof...
by amphis
Feature Requests
feature requests for Amphis CompactRepairAccess
Moderators:amphis
0 0 No posts
     Small business discussions
General small business discussions
general discussions about small businesses
Moderators:amphis
2 2 easily change your twitter ba...
by amphis
Search Engine Optimization (SEO)
discussions about SEO
Moderators:amphis
3 2 if you only do one thing...
by Skaatman
Marketing
discussions about marketing
Moderators:amphis
4 2 anyone used vistaprint ?
by jaro
PC Problems
discusions about any general PC problems and solutions
Moderators:amphis
13 9 Unable to cast COM object of ...
by ed


What's Going On
      Forum Statistics
Topics: 1,132, Posts: 1,946
Please welcome our newest member, brett