To access the Sync page, navigate to Setup -> Options -> Sync. The options on this page allow you to set your synchronization settings. These settings are relevant if you are running in a hybrid environment in which QuoteWerks Desktop is being used in conjunction with QuoteWerks Web.
Look for Synchronized Data in dtf Files
When a document is saved in QuoteWerks, it is saved to our documents database, and if this option is checked, a copy of the document is also saved in our proprietary .dtf file format into the \QuoteWerks\dtf folder. Through our links to contact management software you can double-click on the linked record in the contact management software that refers to this file and QuoteWerks will attempt to open the .dtf file. If this option is checked, QuoteWerks will examine the contents of the .dtf file, and if the contents are newer than it’s counterpart in the document database, QuoteWerks will update the database with the contents of the .dtf file. If the document referenced in the .dtf file does not exist in the document database, it will be added.
Since contact management software like GoldMine can synchronize these .dtf files from, for example, a remote laptop installation of QuoteWerks to the main office installation of QuoteWerks, this functionality is very useful since these .dtf files will be updated by the GoldMine synchronization process. Then by double-clicking on their linked record in GoldMine will cause the .dtf to update or add to the contents of the QuoteWerks document database. In addition, .dtf files are also uploaded to salesforce.com and can be opened from salesforce.com by clicking on the linked attachment.
Synchronization Log Detail Level
Full
During the synchronization process QuoteWerks logs each event that occurs during the process. At the highest level of logging (Full), almost every detail is logged which results in an enormous log file. Setting the detail level to Full is only recommended when you are trying to troubleshoot a problem.
Transaction
The next most detailed level is “Transaction”. At this level, QuoteWerks will log events such as the exact part number of each product being synchronized, but not the processes that occur in order to synchronize each product.
Summary
The lowest level of detail is “Summary”. At this level, QuoteWerks only logs high level activity such as the name of a product database that was synchronized and not any of the activity that occurs during the synchronization of that entire database.