Globe Menu
Dec/2/2005
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Synchronize
Manually
force Tradepoint to synchronize with other copies of the software. This item is only visible if your
Tradepoint is set to operate in remote mode
Synchronize to
Outlook
This unique feature enables your Tradepoint to push and pull
data to your PDA or existing outlook packages. Tradepoint has been created to eliminate
the need for outlook but if for some reason it is your preference Tradepoint can
communicate directly with the package.
Synchronize to Outlook has been developed mainly to utilize its standard
approach to PDA management. Through
it, every PDA that can communicate with outlook can synchronize with
Tradepoint. High powered cell phones
are no exclusion.
This high
powered feature is only enabled if your employee preferences allow you to take
make this type of synchronization.
Enabling this feature can be done through the Employee Window through the
Preferences area. Every area of
outlook sync is locked down with high level security so that you can specify
only the areas you want synchronized.
Import
Data
Import your old data from any package into Tradepoint: Outlook Data, Accounting Data, CRM
Data. Tradepoint has been
specifically developed to be able to communicate with any outside package. Over a dozen file types can be imported
using our Import Wizard tool. File types include ACT 2006 or later, Fox Pro/DBF
files, Goldmine 4.0 or later, Peachtree 2005 or later, Quickbook lists,
MS Access, MS Excel, MS Outlook, MS Business Contact Manager and
more. Many standard file forms show in
the import data section of the software.
Ask us if a specific application you would like to import from is not
mentioned. We most likely already
have a plugin for it.
Export
Data
Export any or all of your corporate data in one easy to manage
and self describing XML file.
Manage
Database/Database Operations
Tradepoint includes 4
different database operations that you can perform using this tool.
- Backup
Database
- Create a New Remote
User backup set
- Restore your
Database
- Defragment
Follow the prompts on the
screens to perform any of these functions to maximize your database
performance.
Setup/Configuration
Tool
This is the main tool for
you to Setup and Configure all aspects and settings throughout Tradepoint. All of
your Company Categories and Statuses, Shipping Preferences and rate tables,
payment processing and synchronization settings.
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