View source for Sending a Contact Record

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With two copies of [[SmartSimple]] configured appropriately you can automatically transfer company and contact between copies.

1. Log into the first [[Instance|instance]] that you configured – the sending copy.

2. Select any '''contact'''.

3. Click the '''Edit''' [[Menu|menu]].

4. Change any '''field'''.

[[Image:Obj27.png]]
 
5. Click the '''Save''' button.

The '''ObjectSync''' feature sends the contact details.

You can monitor the progress of the transfer by using the '''ObjectSync Log''' window.

6. Click the '''View Contact''' [[Menu|menu]].

7. You can now see the '''ObjectSync Log''' icon ( [[Image:Obj28.png]] ) to the top-right of the [[User|user]] profile.

8. Click the '''icon''' to see the log.

[[Image:Obj29.png]]
 
Shortly, the '''Process Date''', '''Status''' and '''Log''' will all change to reflect the details of the sync.

[[Image:Obj30.png]]
 
Log out from the sending [[Instance|instance]].

9. Log into the receiving [[Instance|instance]].

10. Click '''Organisation''', [[External]] Contacts.

Under the account that you set as the '''Default Parent''', you will see the contact.

11. Click the contact’s name to view contact.

[[Image:Obj31.png]]
 
The contact information, with all the data selected in the check boxes above, is displayed.

12. Click the '''Settings''', [[Role|Roles]] and Access tab to see the contact’s [[Role|roles]].

If you set the contact to be associated with a default [[Role|role]], that [[Role|role]] will now be associated with the contact.

[[Category:ObjectSync]]