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Locating Recently Synchronized Data #SageACT

by bwhalen_sage on ‎11-01-2010 09:06 AM (950 Views)

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Many 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!

 

Identifying 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.

            - Record Types include Contacts, Groups, Companies or Opportunities

            - Databases 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 Lookup.

            b. To clear all fields and create a new search, click New Search.

            c. To close the dialog box, click Close

 


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