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    Setting up the RealNex Live Sync Tool

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    Setting Up the RealNex Live Sync Tool

    The RealNex Livesync tool is an application that runs in the background on either the Server computer for multiple-user CRM Databases, or on the user's PC for single-user CRM Databases.

    After the Database has been created, if you selected the option to run the Livesync tool after the Create Database Wizard has completed, it will open automatically. If you ever need to open this tool again, click the Windows button and type 'livesync' to find and right-click on the RealNex Livesync Agent and select "Run as Administrator"

    This application runs in the System Tray in Windows and by default will automatically run when you start up Windows. If you need to access the Livesync tool, click the up arrow in your system tray to expand the icons, and then double-click on the blue CRM Live icon to open it.

    The first time you run the Livesync Agent, you will be asked to provide a Database Name. This is only for internal tracking purposes. Most user's either use their company, team, or personal name here.

    The Livesync tool will now run and upload your database to the cloud. After the initial synchronization process has completed, you will be able to view this information online at www.realnex.com by clicking on Core > CRM after signing in.

    This tool will continue to run in the background, checking for changes to both the online and desktop databases, and keep the two of them in sync.

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