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Newbies to ACT PLEASE HELP US!

New Member
Posts: 1
Country: USA

Newbies to ACT PLEASE HELP US!

We have 2 employees with 2 desktops each running there own version of ACT 2008 V10 - The problem we have is that due to the fact that each computer has there own version of ACT - Both computers never have the same information at the same time and it is creating a ton of inefficiency and second guessing etc.

 

How can we have each desktop share and see the same infomration in real time? For example - employee number 1 gets a new sales call and builds a new contact record - employee number 2 is transfered the call and sees the contact record and all the information employee number 1 just entered on that contact record from there computer in real time on there version of ACT - 

 

The next question we have is how can we see whats going on in the office while we are traveling - Lets say I have a laptop and want to get a real time update of our database - how can we do that as well -

 

Thanks so much for all you help!

Nickel Contributor
Posts: 220
Country: USA

Re: Newbies to ACT PLEASE HELP US!

You'll have to set up a shared database. Have a look art this ACT article as a starting point http://smallurls.net/805

 

 

Matt Pulsts
Your Intown Handyman
Atlanta, GA