Editing Sync Sets

ACT! Premium Web 2005 Server

Editing Sync Sets

If you are an Administrator or Manager user, you can edit a Sync Set if you need to change the name or description. You can also edit the criteria definition for a Sync Set.

To edit a Sync Set

  1. From the Tools menu, click Synchronization Panel.

  2. In the Admin Tasks box, click 2. Manage Sync Set.

The Create, Copy, Edit, or Delete Sync Sets screen appears.

  1. From the list, select the Sync Set, and then click Edit Sync Set in the Sync Set Tasks box.

  2. Follow the instructions on the screens, clicking Next to advance. For more help, press F1 on any screen.

  3. Click Finish.

To edit a Sync Set's criteria definition

  1. Follow steps 1 through 3 in the previous procedure.

  2. Click Next until you reach the Enter Sync Set Criteria screen.

  3. Select a Sync Set to edit, and then click Edit Criteria.

  4. In the Sync Set Criteria dialog box, do one of the following:

  5. To edit a query, select the query and make changes as needed.

  6. To remove a query, select the query, and then click Remove. To remove all queries, click Remove All.

  7. To sort queries, select a query, and then click Move Up or Move Down.