Sage ACT! users deploy synchronization in environments where users of the data
are remote from the main or central database, but still need local access to a
copy of the data. Remote users can initiate sync, send their changes to the
server and they can also receive changes from the server. Users and
Administrators alike may want to identify recently synchronized records. This
tip explores an easy method of doing just that!
recently synced data is helpful to Administrators when troubleshooting or
simply verifying that synchronization is functioning as expected. Additionally,
Sage ACT! users may be curious which new records have recently been added. For
example, if a new prospect list was imported to the server, remote users may be
interested in calling these prospects to begin generating new business!
To Find Recently Synched Contacts:
1. From within Sage ACT!,
click the Lookup menu, select Advanced, and then click Last Synchronized.
2. In the Last Synchronized dialog box, select Last Session or Date Range.
- Last Session will lookup records that have
most recently synchronized during the last successful sync operation.
- Date Range enables you to select a span of time that
may include multiple synchronization sessions.
3. If you selected Date Range, in the From and To
fields, enter the dates.
4. In the Search these records area, select a Record
Type and Database.
Types include Contacts,
Groups, Companies or Opportunities
include All Databases, and one or
more Remote Databases
5. In the Look in area, select Notes, Histories, and/or Activities.
To remove an option from the search, clear the check box. To add an option to
the search, select the check box.
6. Click Find Now.
a. The lower pane displays
the records affected by synchronization.
7. After records have been located, you can take
action by doing one of the following:
a. To create a lookup (list) of the records, click Create
b. To clear all fields and create a new search, click New