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Small Business Owner » Blog Archives » Export Funding

Small Business Owner » Blog Archives » Export Funding — Fri, 29 Jun 2007 19:46:27 GMT

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re: Understanding what can go offline with the CRM Laptop Client

Ian Dawkins — Mon, 12 Mar 2007 22:50:12 GMT

Hi Jeff

Very useful - thanks.

I'd also like to sync records (Contacts or possibly Accounts) not owned by me but where I am a Required Attendee on an appointment i.e. a colleague owns the data but wants me to attend a meeting - once offline I have the appointment but not the record details/history etc

Thanks

Ian

re: Understanding what can go offline with the CRM Laptop Client

jeffl — Fri, 09 Mar 2007 13:55:58 GMT

Alex,

I am not aware of a way to backend or systems wide set the Sync ALL. I would have concerns with this as well. You have to really understand a number of things that can happen if you start pushing local copies of the data to many people. First is the perforamnce issue but that is not the biggest concern if you ask me. Remember that when those laptops come back on line the syncronization time is used to see whos data is the most current so if you have any data that has changed on a laptop it always "wins" the update of records. You can see as you get several laptops out there that having access to all the data could be a real issue.

Be very leary of giving people access to data that they really don't need because they may change it and that could affect the data that someone else does need. This is especially true with business owners.

Good luck and if you find a manner of doing it please post back.

re: Understanding what can go offline with the CRM Laptop Client

Alex — Fri, 09 Mar 2007 13:11:07 GMT

Hello Jeff

Do you know if a shortcut exists to sync ALL crm data to the laptop clients without constantly altering these rules by hand on the clients?

Windows Vista Review » Blog Archive » SBS and VISTA/Office 2007

Windows Vista Review » Blog Archive » SBS and VISTA/Office 2007 — Sat, 10 Feb 2007 09:27:29 GMT

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Daily Dovetail Links 2007-01-19

Dovetail Software Blogs — Fri, 19 Jan 2007 14:48:39 GMT

Customer Support Saves the Day Again . . . . Restricting Visibility to CRM Reports . . . . CRM Marketplace Narrows as Convio Buys GetActive . . . . Are We Nearing a BPM Tipping Point? . . . . Topic:FirstChoice Clarify Web Client . . . . The 401(k) Company

Small Business Owner » Blog Archives » … small businesses as the criteria are non-competitive

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PingBack from http://chaespot.com/smallbusiness/2006/10/08/small-businesses-as-the-criteria-are-non-competitive/

UK SMB Girl » Where’s your yacht?

UK SMB Girl » Where’s your yacht? — Sun, 17 Sep 2006 00:39:34 GMT

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re: Technology for Small Businesses - 3 Questions Owners Should Ask

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