Act Synchronization Setup

by | Aug 7, 2023 | Act CRM Software Fundamentals

Hi ladies and gentlemen, my name is Tony Holowitz, and I’m here to discuss a common query I often encounter: How can Act be used on multiple computers, and more specifically, how to synchronize data between a desktop and a laptop? In today’s technology-driven world, Act can be on your desktop, notebook or laptop, smartphone, and tablet. So how can we keep all that information in sync? Let’s dive into the details.

Understanding Act Synchronization

Act synchronization is the process of keeping your Act data consistent across multiple devices. For one person, setting up Act synchronization costs $120 per year. If you have 10 people at your company, it’s 10 times $120.

How It Works:

  1. Backup and Upload: First, back up and upload your database to get it into the cloud.
  2. Remote Database: Receive information from us, including an exact copy of your Act database called the remote database. This allows automatic synchronization between your computers and the cloud.
  3. Installation: Download and open the remote database on your computer, log in with your credentials, and you’re all set!

Step-by-Step Guide to Set Up Act Synchronization

Here is a detailed walkthrough of the process to synchronize Act on multiple devices:

1. Set Up Act Hosting Account

  • Payment and account creation
  • Personal assistance available

2. Provide User Information

  • List all Act users
  • Include yourself if applicable

3. Provide Login Information

  • Each user’s username and password
  • Note: Username may be just first and last name, and password might be blank

4. Upload Your Database

  • Backup and upload your database to us
  • A form will be provided for this process

5. Wait for Remote Databases

  • Takes typically within a day to create remote databases

6. Download and Open Remote Databases

  • Plug in username and password
  • You’re ready to go!

Conclusion

Act synchronization is a simple and efficient way to keep your data consistent across multiple devices. The process involves setting up an Act hosting account, providing user information, uploading your database, and downloading the remote databases. With just a few simple steps, you can enjoy the flexibility and convenience of accessing your Act data from any device.

Ladies and gentlemen, my name is Tony Holowitz, and I’m more than happy to guide you through this process. If you need additional support, we can provide that as well. Thank you very much for your time, and feel free to reach out with any questions!