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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