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| | | Forum Newbie
Group: Forum Members
Last Login: 8/15/2005 11:29:26 AM
Posts: 1, Visits: 3 |
| | This is a beginner's question here. Can you centralize your Cardex data so that everyone on the system is using consistent information? If not, what is the alternative? Export a master file and import onto individual systems? This seems very manual and I was hoping for an easier method. |
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Supreme Being
Group: Moderators
Last Login: 12/21/2008 11:16:31 PM
Posts: 837, Visits: 1,901 |
| | You can share the Pnttempl folder to make sure each client has access to the common Cardex and templates folder in general.. The following tech tip will explain how to connect each machine to the common templates. http://www.calyxsupport.com/tips/folder_075.htm Hope this helps.
Bryan
Point Product Manager |
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| | | Forum Member
Group: Forum Members
Last Login: 3/16/2007 4:25:08 PM
Posts: 36, Visits: 905 |
| If your goal is to to have one CardEx and several seperate template folders, then here's what to do:
1. Locate the POINT32Cardex System DSN in the ODBC Data Source Administrator.
2. Use the Configure dialogue box to point to the central CardEx file.
I've got three branches, each with their own customized template folder, but they're using the central CardEx file as the venders that they deal with are the same.
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| | | Junior Member
Group: Forum Members
Last Login: 9/7/2005 2:28:51 PM
Posts: 11, Visits: 15 |
| | If you are already using a centralized templates directory and have everyone sharing the same Cardex, you can also disassociate the Cardex in order to use multiple Cardex databases, like per user, per branch, per region, etc. If anyone needs assistance with that, please let me know.
Tom R. Williams
Mortgage Technology Consultant thomastx@swbell.net |
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Sepal
Group: Moderators
Last Login: Yesterday @ 9:52:28 AM
Posts: 1,183, Visits: 9,258 |
| I don't think your solutions will work in 5.1
Disclaimer: This post carries no explicit or implied warranty. Nor is there any guarantee that the information contained in this post is accurate. It is offered in the hopes of helping others, but you use it at your own risk. The author will not be liable for any damages that occur as a result of using this post.  |
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| | | Supreme Being
Group: Forum Members
Last Login: 4/30/2007 8:10:34 AM
Posts: 166, Visits: 341 |
| BetaFisch (8/17/2005)
I don't think your solutions will work in 5.1
How does the cardex work in 5.1? I'm assuming that this has changed, and is no longer using the ODBC option? I would like to hear your thoughts on that.
Thanks, |
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Sepal
Group: Moderators
Last Login: Yesterday @ 9:52:28 AM
Posts: 1,183, Visits: 9,258 |
| It now uses an oledb interface but still needs the jet driver for reading the access format. So where-ever your template location is set to, is where point will look for the database. On the bright side it adds quite a few fields and new cardex databases will be in an access 2000 format.
Disclaimer: This post carries no explicit or implied warranty. Nor is there any guarantee that the information contained in this post is accurate. It is offered in the hopes of helping others, but you use it at your own risk. The author will not be liable for any damages that occur as a result of using this post. |
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