How to work with data from different PCs?

If you need to work with your data from different devices (for example, your work PC and home laptop), the easiest thing to do is to copy the database file (the file where all your Companies, Contacts and Tasks are stored) to the cloud (for example, Dropbox) and connect to it from CRM. In the example below, you can see that the database is on Dropbox cloud storage and this service is already responsible for synchronizing data between different devices. Some of our users are already doing so.

free crm copy base to dropbox

Then you connect to this database from the Settings menu. The Cloud Service independently synchronizes the database file between different devices and you actually always work with the latest version of the database.

 

November 27, 2020  GENERAL INFORMATION
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