CRM Software - How do I setup CRM-Express for simultaneous
users?
More than one user can connect
to the same address book from different computers with the
crm software.
Example: You have 2
or more users that want to share a address book and calendar
with the crm software. Here's how to do it.
1. Install CRM-Express on both
computers
2. On the first computer setup
a new Address book by clicking on the New button below.
3. Enter the name test
as the new address book name and use the defaults for
the other options. Click on OK and a new address
book will be created. Make a note of the name of the folder
in which the new address book was created. This will be
the folder to share on the network. This is normally C:\Program
Files\CRM-Express\AddrBooks\test in the case of an installed
CRM-Express.
The message that
the address book was created will be displayed. Note the
username and password for the admin user
4. Still on the first computer,
start Windows Explorer and browse to the folder in (3) above.
Right click on the folder and select Sharing and
the following dialog will be displayed. Click on the
Share this folder and then on OK and the folder is shared
on the network.
This concludes the setup on
the 1st computer for the CRM Software.
To setup the 2nd computer,
start CRM-Express on the 2nd computer.
5. Click on the New Link
button
6. Enter the name for the
address book, it can be any name so I have chosen
test on my second computer for the name.
In the folder field type in
or browse to the folder on the 1st computer. Press OK and
the setup is complete.
You can now use the address
book and calendar from both computers
with the CRM software
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