11-10-2009 01:40 PM
In ACT 6 two of us shared a database. I had the main database (with all contacts) the other person was a user of the same database but had access to only a limited amount of contacts (his sales territory). It worked will. He had his contacts on a different computer and we just synced via network folders. I would like to repeat this same setup but in ACT 2010. However, I am not sure how to do it in ACT 2010 and what order it has to be done in so my setup with the other person with limited record availability stays the same.
11-11-2009 01:33 AM
There is no option for shared folder sync. The remote user must be able to see the Publisher database.
11-11-2009 03:32 PM
11-11-2009 04:38 PM
11-11-2009 04:45 PM
11-18-2009 12:41 PM
Gentlemen, your comments are really appreciated but it is not really what I need to do. I need to sync two users which have upgraded to ACT 2010 and which have "history" between them on ACT 6. I am specifically referring to syncing 2 or more people who have now upgraded to ACT 2010 from ACT 6. How do you keep all the settings as to who got allocated what contacts (territory) and who has the "main" database.
So for example 2 people now upgrade. One was the "main" database with all contacts. The other was the remote user on a different computer which had only a limited amount of contacts (which was his territory). So now both upgrade. How does the main database setup a sync with the remote database with only the limited contacts. Not sending more or less then was originally set up in ACT 6? And in the process not loosing the changes that ocurred since the last sync in ACT 6? In addition, how does the remote database setup a sync with the main database without getting all the contacts, but just his limited contacts (which are his territory). A step-by-step of how to do this with 2 people upgrading at the same time would be very appreciated.
11-18-2009 01:21 PM
11-18-2009 03:42 PM
11-18-2009 03:59 PM
Let's get one thing clear, there isn't any way to sync two preexisting ACT! 2010 databases, this has been true since ACT! 2005. You can combine the two databases by importing the one into the other.
The standard version of ACT! 2010 doesn't have any access security beyond Public/Private. The premium version has a feature to have some users see all the contacts and other users see only the contacts they have been assigned. In synchronization setup there is a thing called a sync set which is the contacts that are initially placed in the remote users database. The remote user, in the synchronization panel, can see a list of all the contacts in the publisher database that he has access rights to. With the standard version of the ACT! program, that's all the contacts in the publisher database but in the premium version, contacts he doesn't have access rights to would not be in the list. The remote user can add other contacts that he has access rights for to his sync set .
If you need access security then you need the premium version.
11-18-2009 04:14 PM
Well, it would be nice to know all of this up front BEFORE we spend all that money. To have proper security, do you need the Premium version on both computers or only the computer with the main database?