Setting up Syncronization
CRM-Express can synchronize between 1 or more computers
The basic requirements are...
a. CRM-Express must be installed on both computers
and a address book created on each.
b. The computers must be connected via a network
You can ask your network people to set it up for you
c. The directories containing the databases must
be shared on the network
You can do this by browsing to the directory using Windows
Explorer, then right-click on the directory and select
Sharing You then can follow the prompts from there.
the directories should be shared with Full Control
You can then setup the computers to synchronize
Example: The following example sets up 2 databases
(Sample1 and Sample2) to synchronize. Note that these 2
databases were created earlier. In this case we used 2 local
the normal way is for a local and networked database.
Login to the 1st database
1. Select the database Sample1
2. Click on the Open button to open it.
3. Login in the usual way.
Note: You must be an administrator to be able to
do the synchronize setup
When you are logged in...
4. Click on File and then on
5. Synchronize Setup
Once the Synchronization Wizard is shown...
6. Select the Synchronize with tab and browse
to the directory which contains the 2nd database
and select it.
Note: For a networked database on another computer,
simply browse to it.
7. Click on the Synchronize how tab and select
the Synchronize Records option.
8. Click on the Finish button at the bottom and your
first synchronization has been set up.
9. Repeat this procedure on the other database to
set it up.
Note that you can set up synchronization from only 1 side
or from both sides. If you only want to synchronize for
1 side, you can leave out option 9 above