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ACT! 2007 SetUp/Configuration questions

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Storyteller

Instructor
Apr 19, 1999
343
CA
Hello All,
We have just purchased ACT! 2007 Premium for workgroups and I have to setup and configure the following:
1. Multi-user networked setup
2. Create a number of customized fields and create customized layouts
3. Determine Synchronization policy

I seem to recall there was a list of "Best Practices" withregards to multi-user network setup. . . using mapped drives for database location, shared folders to store templates, etc. I was wondering if anyone has one of these for ACT 2007?
I have created customized fields and layouts before so I am not worried about that.
Synchronization issues
- Single desktop user and 4 laptop users
- While in the office the laptop users would like to be using the networked(shared) ACT database
- On the road the laptop users would like to work from a local installation of ACT! then synchronize when they get back to the office.
Would this method still work in ACT 2007?
Using a webbased ACT! solution is not something we want to attempt.

Thank you for your attention with these questions.

Regards,
Michael
 
If there is only one desktop user, I assume you're not running from a server and will just install a copy on the desktop and have the database there? Then you need no info regarding shared files, etc.

There are different methods to synchronise depending on if you are using Standard or Premium.

It's often easiest to get the initial sync doe by someone who know's the product... I usually recommend picking a ACT! Certified Consultant from
Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust
For ACT! by Sage and ACT! for Lotus Notes
 
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