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ObjectSync

1,247 bytes added, 21:07, 7 December 2007
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==Overview==

'''ObjectSync''' provides for instant transfer of company, contact and related data between multiple copies.

The objects that can be passed are:

* Contact/[[User]].
* Organization.
* [[Personal Transaction|Personal transactions]] (by type).
* Résumé file.
* Any [[Custom Fields|custom fields]] attached to any of these objects.

==Activating ObjectSync==

The following steps need to be followed in order to implement this feature.

* Establish a common [{Role|role]] for contacts and a category for companies that will be used to pass [[Custom Field|custom field]] data between [[Instance|instances]]. Each instance should use the same [[Role|role]] and category.
* Activate the '''Object Sync''' feature in each [[Instance|instance]] through the [[Global Settings]] page.
* The [[Instance|instance]] details for each copy must be added to the other [[Instance|instance's]] UTA.
* An encryption key must be generated for each organisation that exchanges data.
* Securely pass the encryption key to the appropriate organisation.
* Test the process thoroughly with sample data before using the feature in a production setting.

[[Category:System Management]][[Category:Universal Tracking Application]][[Category:Glossary]]
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