Tutorial 12

Synchronizing with the Main Office SalesLogix Database

To keep your remote database current with the main office database, it is important to synchronize regularly. If you do not synchronize every day or every other day, the databases with shared records (main office and remotes) soon become out of date. Frequent synchronization also helps reduce synchronization time since a smaller number of transactions are processed.

Note: Automatic Synchronization allows you to synchronize automatically when you first connect to the main office, and periodically thereafter while still connected. Automatic sync is enabled by default.

To synchronize with the main office database

1. On the File menu, click Synchronize.
2. On the Automatic Sync tab, select On.
3. In the Sync runs when you first connect and then every boxes, set the time interval when you want synchronization to occur.
4. Click the Sync Options tab.
5. To synchronize using a dial-up connection, select the Connect using RAS option, and then select your profile in the RAS Profile list.
   Clear the Connect using RAS check box if your are connecting via a network connection.
6. Click Sync Now to begin the synchronization process.
7. When the synchronization is complete, click Close.
   If errors occur during synchronization, contact your system administrator to resolve them.

After synchronizing, you can use What’s New to see the changes that were made to your database.

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