How to Sync Contacts from Solve DataBase to Midwest Gmail:To activate Google Contact sync, each Solve user clicks: Solve menu > Manage Contacts > Show All Contacts > Data > Synchronize contacts with Google, and follow the instructions to set their sync preferences.Note: A best practice is to sync one-way from Solve to Google - especially for larger teams or larger data sets. This appoints Solve as your master database and streamlines management of your contacts - there’ll be no surprises as to where the updates originated. Use the settings as shown in the window below: How to Sync Calendar & Tasks between Solve360 DB and Google Calendar:Unlike traditional calendar feeds, this feature intelligently syncs event data between your Solve CRM and Google Calendar.![]()
Once the user has set-up their two-way calendar & task sync they’ll need to add or update at least one event in Solve. This will automatically create a special “Solve360” calendar in their Google account. ![]() When first enabling the sync option please allow Solve CRM and Google up to 30 minutes to complete the initial data load in its entirety. Joining Data Sets (a video tutorial with Jennifer Norton)Jennifer demonstrated how to join data, which is needed when we want to add new data to a database, and link it to other data already in the data-base. More information will be added here about our processes/rules for joining data in Solve360. This tutorial requires Microsoft Access.
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