SaleSmartz Manual | Palm Synchronization

General
About |
| Palm synchronization is a new add-in module which provides synchronization between SaleSmartz Contacts/Date Events, and a Palm Pilot database. This synchronization is a Full 2 way synchronization and updates/adds/deletes records 2 ways, with confirmation if required. You will need to download and install the SaleSmartz Palm Conduit |
Installation |
| Windows 1) Download and run the SaleSmartz Conduit Installer for Windows here: v5.0 or v4.3. This will install the Palm conduit "SaleSmartz Conduit.dll" in your Palm directory. If you have any problems, make sure you have downloaded and installed the latest Palm Desktop software here Macintosh 1) Download the SaleSmartz Conduit for Macintosh: v5.0, v4.3 or v4.3 Classic 2) Unstuff the downloaded file, and place the "SaleSmartz Conduit" file in your "Conduits" folder inside your Palm application folder. For OS8-9, the conduits folder is in your Palm application folder, eg. Macintosh HD/Palm/Conduits For OSX, the conduits folder is generally in /Library/Application Support/Palm HotSync/Conduits 3) Use the Palm software "HotSync Manager" to set up the SaleSmartz Conduit |
Synchronization |
| The SaleSmartz conduit synchronizes like the other standard conduits, except you will need to have SaleSmartz running and in Sync server mode. Make sure you have set the Palm preferences in the menu Windows - Preferences. Note: If a record has changed on both the SaleSmartz and the Palm database, then a duplicate will be made on each database. This does not relate to non Palm items such as Quotes etc. It is recommended that you back up both your Palm and SaleSmartz before your initial synchronization. 1) Start SaleSmartz, choose menu "File" - "Synchronization" - "Advanced" 2) Click on the "Server" tab and click "Start Server" 3) Press the sync button on your Palm Pilot to start the synchronization. You should see the connection being made to the synchronization server, and the events being logged. |
Contacts |
| The SaleSmartz Conduit will synchronize Contacts and their fields with the Palm database. As there can be several addresses per SaleSmartz contact, these will be split to fit on the Palm, and reassembled back to SaleSmartz for updates. Each category on the Palm relates to a Contact group in SaleSmartz. If there are no contact group files matching the Categories on the Palm, new ones will be made. This section will be enhanced so that specific Contacts can be "tagged" inside a larger group so that you can specify the records to be synchronized with a custom variable. |
Date Events |
| The SaleSmartz Conduit will synchronize Date Dependant To Dos with the Palm database. You can choose to synchronize Auto To Dos (blue) with the Menu Window - Preferences - Palm preferences. |

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