Sharing the data

Note: Because only the Mirror/Parent Site facility was available previously this entire section can be skipped for this version. However we suggest you still take the time to read through this to familiarise yourself with future functionality.

Now you have created a new site (B100) you need to assign records that will be "owned" by the new site (B100).

This is only ever done once when a site has been added to the network. In future Multi User will handle this automatically. Any NEW records added at the sites will be automatically "owned" by them.

There are 2 areas where we need to run a small utility, these being the Client and Contact areas.

Assigning Clients

On the View Client screen you will find the Assign To Worker button. Click this to reveal the Assign Worker routine if you want to assign Clients to the B100 machine.

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On this screen click to the left of the name to select a Client and click again to de select the Client.

Depending on the number of records you have on the system will determine how long this process will take to run.

You also have the choice of assigning all the transactions and messages to the B100 machine. You may want to elect to keep these records on the master machine and only allow the B100 machine to see any new transactions and messages that they create themselves. If you are running a 2 user system then you would almost certainly want to transfer all the clients, transactions and messages but not necessarily if you are running a 3+ user system. Note that any NEW records created on the B100 machine will automatically be assigned to that machine.

Now select the Farrier that these Clients are to be assigned to. Note, only the Farriers that have a Site Reference field completed will appear in the drop down list. So in this case select the Farrier whose Site Reference is B100 and press TAB to make the large button available.

Now click the large Assign Workers button to assign those Clients to the relevant Farrier. If you have not already done so perform the same operation on the Contacts.

HINT: A right click allows you to select all Clients.

If you do not select any Clients then these will not show up on the B100 machine.

This process can take a while so please be patient and a message will appear when the data has been converted.

Assigning Contacts

On the View Contact screen you will find the Assign To Worker button. Click this to reveal the Assign Worker routine if you want to assign Contacts to the B100 machine.

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On this screen click to the left of the name to select a Contact and click again to de select the Contact. When the process runs all the records associated with the Contact will be assigned also.

Now select the Farrier that these Contacts are to be assigned to. Note, only the Farriers that have a Site Reference field completed will appear in the drop down list. So in this case select the Farrier whose Site Reference is B100 and press TAB to make the large button available.

Now click the large Assign Workers button to assign those Contacts to the relevant Farrier. If you have not already done so perform the same operation on the Clients.

HINT: A right click allows you to select all Contacts.

If you do not select any Contacts then these will not show up on the B100 machine.

This process can take a while so please be patient and a message will appear when the data has been converted.