Tips for a successful synchronization

ACT! Premium Web 2005 Server

Tips for a successful synchronization

The following tips help ensure that data synchronization runs smoothly:

  • Plan for synchronization before setting up synchronization. See the ACT! User's Guide for more information.

  • All users of ACT! databases who wish to synchronize must be on the same version and should have installed the latest update of their version of ACT!. To see the version of ACT! you are using, from the Help menu, click About ACT!. To update your version of ACT!, select ACT! Update from the Help menu.

  • To ensure consistency, develop a business rule to determine how contact information should be entered, such as using abbreviations in company or contact names. This will reduce duplicate contact records when you synchronize.

  • Remove or consolidate duplicate records before synchronizing.