The Data Transfer Utility allows you to copy data from one DeskManager installation to another DeskManager installation. This function can be used if, for example, you want to archive your closed deals from a certain time period. Note that the data you transfer will not be deleted from the source (original).
To access the Data Transfer Utility, click Tools -> Transfer Utility, then choose which data you would like transferred (Available Inventory, Deal/Trade Records, Lease Records, Service Records, Prospects, or the Account Transfer Utility)
To transfer data:
- Select the directory of an existing DeskManager installation different than your current one. You can type it in or click on the Browse button.
- Check the Overwrite existing records box if you want to overwrite any vehicles that may exist on the destination DeskManager.
- Depending on which data is being transferred, there will be different options.
- Available Inventory
- Deal/Trade Records
- Lease Records
- Service Records
- Account Transfer Utility