Sharing databases

 The desktop database can be shared with multiple users, but an important point to keep in mind is that each user must install the desktop application on their own computer and the only files to be shared are terrdb.accdb and terrdb2.accdb. Shared folders, such as dropbox, may be used to share databases.

Here are the steps on how can you share your desktop database on Dropbox:

  1. Each user that have access to the database must have Multi-Terr installed on their computer
  2. Create a folder in Dropbox (you must have a Dropbox account)
  3. Share your Dropbox folder with other users (See Dropbox help on how to proceed)
  4. (if it is a new database, skip this step) Copy the files terrdb.accdb and terrdb2.accdb into the Dropbox folder
  5. From the menu [Database, Location] select the Dropbox folder (Note: Each user must complete step 5)

Recommendations 

Because some of these shared folder tools are not true multi user applications, at times you may get conflicts if two users are working on the same information at the same time. Therefore, whenever possible we recommend creating web users when it is possible to do specific assignments online instead of using the desktop application (such as assigning territories, sending late reminders, updating addresses)

Applies to version 5.0.0.43 or later