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Problem Sharing Contacts

New Member
Posts: 2
Country: United States

Problem Sharing Contacts

[ Edited ]

Hello,

 

I am sorry if this question has been answered before but i cannot find the answer or able to solve a problem. I do Real Estate and recently partnered up with someone who also happens to have ACT! Premium. But I cannot figure out how we can share contacts (view same contacts along with all the notes). I have made a user name and set him up as manager under Tools > Manage Users but have no idea what to do after this .

 

We work in the same office but use two different computers and we both purchased ACT separately. I still have licenses available.

 

Any help would be greatly appreciated.

 

Thank you

Message Edited by CaliRealtor on 06-01-2010 06:25 PM
Silver Contributor
Posts: 1,813
Country: USA

Re: Problem Sharing Contacts

1) make sure both are on the same version of Windows (help, about check version number)

2) tools, manage Databases, Share database from host machine  (assuming the two comptuers are networked.

3) find and copy the database .pad file to the second machine

4) Open ACT via .pad file on the second machine.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 2
Country: United States

Re: Problem Sharing Contacts

Here is what i did

 

On ACT!

 

Tools > Database Maintenance > Share Database

 

Now, on the network. I am sharing the folder where my .Pad is located. My partner can look at my documents but when he tries to open my database through his ACT! program, it does not work.

Silver Contributor
Posts: 1,813
Country: USA

Re: Problem Sharing Contacts

What happens when you try?
Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider