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How to: Synchronize Solicitors

Learn how to synchronize solicitors from an office copy of SalesPartner (into a salesperson's copy of SalesPartner). When you synchronize office solicitors, you can view the solicitor details for an office listing in SalesPartner.
Use this guide if you are a salesperson who synchronizes listings from your office and you are unable to view Solicitor details for office listings.
Prerequisites: Central SalesPartner Office system which includes a solicitors database. SynchroServer must be running on the office server network. A salesperson copy of SalesPartner running independently, and authorized to synchronize with the office in SynchroServer Configurator, is required.
Step 1:  On the salesperson's PC, open SalesPartner
Click More
Click Synchronize

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Step 2: Click Show Advanced to expand and show full Synchronization options.
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Step 3: Click Log In.
When you click Log In, the various synchronization options will be enabled, unless a connection error occurs, in which case you may need to click Show Settings and review your SynchroServer address and/or password.
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Step 4: Click Get Solicitors, and click Yes to confirm.
Create a SalesPartner backup if you are unsure about proceeding.
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If successful, you will see the solicitor data being synchronized at this point.
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Upon completion, Exit Synchronizer and open an available Listing to check that you can view solicitor details.
Open Listing Entry -> Vendor Tab -> Click View Solicitor button.
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"SalesPartner helps me extract maximum value from my
biggest asset - my database".

Andrew Duncan
www.agentmonday.com


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Developed in Wellington, New Zealand
SalesPartner Software - established in 1993
Leading-edge software for real estate salespeople