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Purpose: This document reviews the steps to take to sync the data entered on the remote laptop with the data which has been entered on the main system.
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Synchronize the Laptop Regularly
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*Remember, if you are syncing with a Single User terminal (no server workstation), you must quit and restart the DVMAX application before each sync
Rules of DVMAX Sync
To ensure the integrity of the data system the following rules exist to provide the best experience for all users.
The Main System Always Wins
If a single file is edited on both the laptop and the main system in the same time frame, the Main system always 'wins' and keeps it's version. For example:
A client phone number is changed on the main computer.
On the same day, the laptop changes the same client's address.
When a Synchronization occurs, the system will keep the main computer's version of the client file, resulting in the phone number change being preserved, but not the address change.
Alternatively, if the main system did not touch the client file at all, then the laptop would successfully update the client's address.
Financials update on the main system, not the remote laptop
You can do many things remotely with DVMAX, but 'finishing' invoices is no longer possible. You can still take payments and write full invoice and save them, but all final transactions must be completed on the main system. Once this is done, the laptop will receive the updates through Synchronizing.