Using the Subscription List to add contact records

ACT! Premium Web 2005 Server

Using the Subscription List to add contact records

If you are a user with a Standard or above role, you can use the Subscription List to add more contact records to an assigned Sync Set. For more information, see Understanding the subscription list.

An Administrator or Manager user may add contacts by using the Subscription List or by modifying the query definition for the Sync Set.

To use the Subscription List to add contact records

  1. From the Tools menu, click Synchronization Panel.

The Synchronization screen appears.

  1. In the User Tasks box, click Manage Subscription List.

  2. Select the Sync Set you want to add contact records to, and then click Next.

Users on a remote database will not see the screen to select a Sync Set. They can only access their Sync Set.

The Manage Subscription List screen appears, and contact records that are included in the Sync Set are indicated by a check mark in the Sync Set column.

  1. In the Subscription Tasks box, click Add Contacts to Sync Set.

  2. In the Contacts dialog box, select the contact(s) from the list on the left, and then click the right arrow button to add them.

  1. (Optional) You can remove contact records by selecting a contact in the Selected Contacts list, and then clicking the left arrow button.

You can only remove contacts that have been added by the Manage Subscription List.

  1. When you are finished, click OK, and then click Finish.

The additional contact records will appear in your database after your next synchronization.