How do I refresh my entire client list to match 1st Adviser Office clients?
A. To refresh the entire client list in volume from 1st; login as your superuser (default: username: volume and password is password). Close Adviser office on all machines. Go to the ‘File’ menu, ‘Update from’ and ‘1st Adviser Office’. Select the database if required and click import. Always take a backup of volume before doing this. Q. My system is running slow. A. If your system is running slow there are a few things you can check on the server: Make sure your anti-virus is NOT scanning the folder \\server\volumeFINANCE_database. Replace the word server with your server’s name. This is where our database is held and does not need to be scanned. Also find the volume Server application which usually is running on the server and can be found in the system tray in Windows (bottom right next to the clock). Double click on this to open it up and slide the “Day Time Operations” to the far right to Stop and then minimise it. This will mean the indexing is done only at night so not to slow do
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