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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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