How to Determine the Last Time Your Act CRM Database Synchronized

Act CRM Software Tips, Tricks & Training Videos
Act CRM Software Tips, Tricks & Training Videos
24 بار بازدید - 2 ماه پیش - Act CRM: Tony Holowitz provides
Act CRM: Tony Holowitz provides a straightforward guide on how to check when an Act CRM database last synchronized. This information is essential for users experiencing issues with data syncing between their local and cloud accounts. Here’s a summary of the steps outlined by Tony:

To determine if and when your Act CRM data last synchronized, start by accessing the synchronization features within the software. This process is particularly useful for those utilizing a remote database (RDB), which might occasionally face syncing issues.

1. **Open the Tools Menu**: Begin by clicking on 'Tools' in the main menu of the Act CRM interface.
2. **Access Synchronization Options**: Scroll down to the option labeled 'Synchronize Database' and select it.
3. **Open the Synchronization Panel**: From here, navigate to and click on 'Synchronization Panel'.
4. **View the Synchronization Log**: Within the panel, find and select 'View Syn Log'. This action will open the synchronization log.
5. **Check the Log Details**: The log will display details about the last synchronization attempt, including whether it was successful and the timestamp of the operation.

These steps provide a clear path for users to verify the synchronization status of their Act CRM data, ensuring that their local updates are properly reflected in the cloud database.

*Key Points:*
- **Synchronization Verification**: Users can verify the synchronization status of their Act CRM database through a series of steps in the software interface.
- **Remote Database Concerns**: The method is particularly useful for those using a remote database, which might not consistently sync with the cloud.
- **Navigation Steps**: Users need to access the Tools menu, select Synchronize Database, and proceed to the Synchronization Panel.
- **Synchronization Log**: The synchronization log is crucial for checking the details and timestamp of the last sync.
- **Practical Use**: This process is essential for troubleshooting and ensuring data integrity across local and cloud platforms.
2 ماه پیش در تاریخ 1403/03/31 منتشر شده است.
24 بـار بازدید شده
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