Introduction

In this quick and informative ACT tip, Tony Holowitz, an ACT certified consultant, demonstrates how to automate the synchronization of your ACT remote database using the ACT Scheduler. By setting up automatic synchronization, you can ensure that your data is always up-to-date and accessible from multiple devices. Follow these simple steps to automate your database synchronization effortlessly.

Step 1: Accessing the ACT Scheduler

To get started, open your ACT Premium software and navigate to the “Tools” menu. From there, click on “ACT Scheduler.”

Step 2: Locating the ACT Scheduler Icon

You should now see the ACT Scheduler icon on the bottom right-hand side of your screen, represented by a small orange or yellow icon. If you don’t see it immediately, click on the up arrow to reveal hidden icons, and you’ll likely find it there.

Step 3: Editing Synchronization Tasks

Double-click on the ACT Scheduler icon to open the ACT Scheduler window. Locate the name of your database at the top left-hand corner of the ACT screen. In this example, the database is named “jag_remote_612.” Next, click on the database name (e.g., “jag_remote”) and then click on “Edit Tasks.” If you haven’t set up synchronization tasks previously, click on “Create Task” to begin.

Step 4: Configuring Synchronization Settings

In the “Edit Tasks” section, navigate to your database location and provide the necessary username and password. Then, click “Next” to continue. On the following screen, you’ll see a drop-down menu where you can select “Database Synchronization.” Choose this option and click “Next.”

Step 5: Setting Synchronization Frequency

Select how often you want the database synchronization to occur. Tony recommends performing it at least once a day, but depending on your needs, you can choose hourly, daily, weekly, or monthly synchronization. If you have multiple users in your office, consider staggering the synchronization times to prevent congestion. Click “Next” to proceed.

Step 6: Optional Email Notifications

The ACT Scheduler also provides an option for email notifications, but this feature requires additional setup. Tony suggests leaving this option for more advanced users who understand the email settings required.

Step 7: Completing the Synchronization Task

Click “Finish” to complete the setup process. The ACT Scheduler will now automatically synchronize your database according to the specified schedule, ensuring that your remote database remains updated and accessible.

Conclusion

By following these simple steps, you can now automate the synchronization of your ACT remote database using the ACT Scheduler. With automatic synchronization, you’ll always have the most current data available across your various devices. Take advantage of this efficient feature to streamline your ACT experience and maximize productivity in managing your database.

Disclaimer: The information provided in this blog post is based on the knowledge available up to the video’s publication date. For the latest updates and features, consult official ACT resources. The views expressed in the video are those of Tony Holowitz and are intended for informational purposes only.