Note that inactive cards are included in the synchronisation (for information, see ‘Inactivating or reactivating a record’).
If you move a card to an AccountEdge group folder (for example, from the All folder to the Customer folder) and you want to synchronise this card, you need to reset the synchronisation. See ‘Resetting the synchronisation’.
If you have duplicate cards in your AccountEdge cards list, you should combine or rename these cards before you synchronise. (For more information, see ‘Combining cards’.)
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2
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caution : Back up your AccountEdge company file
Importing your Address book cards will change the details recorded in your AccountEdge company file. To avoid losing contact details stored in your company file, back up your company file before synchronising. For more information, see ‘Backing up and restoring company files’.
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Click Synchronise to start the synchronisation process. If you need to reset the synchronisation, click Reset Sync. For more information, see ‘Resetting the synchronisation’.
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If you are synchronising cards for the first time, or you are resetting the synchronisation, the Sync Alert window appears.
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If you click Don’t Allow, you need to reset the synchronisation before you can synchronise cards. For more information, see ‘Resetting the synchronisation’.
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If a conflict occurs between the details recorded in your AccountEdge cards and the details recorded in your Address Book, the Conflict Resolver window appears. A conflict occurs when the same field has been updated in both your Address Book and your AccountEdge cards.
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When you have resolved all conflicts, the Save conflict choices window appears.
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Do not click Sync Now unless you want to view the list of card conflicts again.
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When the synchronisation is complete, the Synchronisation Complete message appears.
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