About the Synchronization Wizard

Use the GoldMine Synchronization A proprietary remote synchronization process that can update one GoldMine system with new or changed information that has been entered in another GoldMine system. Wizard to synchronize with another remote GoldMine system using an IP/Network connection or Internet e-mail. GoldMine can initiate or accept a connection from a remote GoldMine system and perform the synchronization by transferring data across the selected carrier. Save settings in a profile for use in future synchronization sessions.

The wizard lets you specify the settings needed to synchronize with another site. Synchronize data in one direction to send new leads to a salesperson or synchronize bidirectionally to let a traveling salesperson exchange data with the home office.

To use the Synchronization Wizard, you must:

■ Establish a TCP/IP connection between the server and remote machine. This is the default configuration.

■ Have Internet e-mail configured in GoldMine if sending and retrieving transfer sets by e-mail.