10-13-2008 01:17 PM
Hello all, I've taken over IT duties at a small company and they've asked me to work with their ACT! software which the business guys have been using to get it to do things they never were able to get it to do. What they need is:
1) A main database through which they can access all information
2) The ability to only have their information stored on their computers.
Now, there are however some obstacles to this, the largest of which is that I know zero about ACT!. After reading through some of the documentation, etc., I decided what would probably be the "best" idea is:
Create a main database on one of the business guys' computers, most likely the only one who has a desktop
Turn all of the other business guys' computers into remote databases.
But I don't really know how to go about this. I suppose the first task would be to create copies of all the databases and combine all of the copies from all machines onto the one designated to be main database. The hurdle with this is that I'm still unsure as to how to go about doing that.
The next task, perhaps, would be to create sync sets based upon each of the original person's contacts (this seems like the most annoying/time consuming part)
After that, pack up everything based upon those sync sets as remote databases and distribute.
4) Unpack all the DBs onto the computers they need to be, and go from there.
I've posed a lot of questions to this, but overarchingly there are two:
1) Is the method I've outlined here a good one given the circumstances and desires of the people who will be using ACT!
2) How do I go about actually implementing those parts of the method which I seem hazy on.
10-13-2008 02:40 PM
You did not specify what version of ACT! that you are using. If I understand what is wanted you would need to be using the premium version of the ACT! program, version 2005 or later.
I would also suggest that you employee the services of an ACT! Certified Consultant. Here is the link to a list of ACCs. http://www.act.com/community/acc/
10-15-2008 01:04 PM
If all the users are in the same network, you can actually share the database, instead of Synchronizing. You can make use of Synchronization for the users who use laptop for using ACT.
10-15-2008 01:07 PM
10-15-2008 01:11 PM
10-15-2008 01:11 PM - edited 10-15-2008 01:16 PM
Ah okay, now I understand. Thanks for clarifying!
However, wouldn't I be able to mimic this effect (affect?) by turning each workstation into a remote database and having them work out of the remote database? If not, what would that actually do?
10-15-2008 01:21 PM
10-15-2008 01:51 PM
Well, I don't want them to never be able to see that there are other contacts. Hmmm.. Perhaps an example of the kind of thing I'm thinking of would be best. Let's say Businessman B wants to see the progress overall of the company (all opportunities, the progress of each one, etc). He pulls up the opportunities window and is able to view all that. However, he then decides he wants to view Businessman A's data only, so he selects "Businessman A" from a drop-down or something (I don't know how that'd work, like I said I'm not familiar with ACT!), and is able to view all of Businessman A's opportunities, how far he's gotten in things, etc..