Synchronize contacts and events between locations
Smart Merge Pro is the data synchronization tool that will "merge" all of the changes you've made to your data along with the office changes - even when you're away from the office! Smart Merge Pro is so smart it won't even duplicate records!
Here's how it
First, start with the exact same version of Contact Plus Professional on both the Office and the Field computer(s). Then start with the exact same database - both in the Office and in the Field. (Be sure the database is flagged as a Smart Merge Pro database.) Make changes as needed to both the Office and Field copies of the database. Then the Field "transfers out" the changes to a compressed zip file using Smart Merge Pro. This file is sent as an attachment to an email or is sent on floppy diskette to the Office.
Second, the Office receives the file(s) from the Field computer(s) and then performs the Smart Merge Pro. All of the changes from the Field computer(s) are merged into the Office database. Changes include letters, notes, to-do items, phone calls, etc. Records added in the Field are added to the Office database. If both the Office and the Field make changes to the exact same contact record and the exact same user field, for example, Address 1, then the newest change is the one recorded.
The Office can choose to not allow any deletions of records, to allow only deletions based upon the Who field on the contact record, or to allow any records to be deleted. For example, the Office may elect user JLK to have the ability to delete HIS records only - not any records belonging to another user. If the Office does not allow any Field computers to delete records then any records that may have been deleted by the Field computers will be added back in as the Smart Merge Pro process is completed. The Office can choose to create a text file of the changes which were performed.
Finally, the Office transfers back the information to the Field computer(s). Then the Field computer(s) perform the Smart Merge Pro so that all the Office changes as well as any other Field computer(s) changes are automatically merged. This time the Field computer acts as the Office and performs the Smart Merge Pro.
Smart Merge Pro FAQ