| | | | |

Connectivity

If you need to track client data in multiple software applications the easiest way to do so is to enter the data manually in each of these applications. In some situations, this will be the best choice. For example, it may be necessary to enter each client's name and project code into your accounting program, your contact managment program and a scheduling program.

However, if you have a lot of customer transactions and there is a lot of data you wish to share between applications then it may be much more efficient - and accurate - to define your office procedures such that the shared data is always entered and edited in one applcation and then a real-time or periodic process could be run to keep the other applications synchronized. Such connectivity processes would then be custom code written specifically for your environment. A Technical Note discusses these issues in detail and is available upon request.