First you need to follow the configuration steps to connect your farmerswife server and Cirkus Workspace.
Log into fw as Peter (or any fw admin).
Go to Toolbox > Settings > Cirkus and enable ”Sync Companies/Contacts”:
That will cause a whole bunch more options to appear. E.g. these that you may or may not want
to enable (default off):
And these as well:
Now let's sync an existing Project to Cirkus:
The result:
You can also manually add fw Contacts to be synced. This can be done from Toolbox > Contacts
or from Advanced Contact Search.
Toolbox > Contacts:
Note that it automatically shows a new ”Cirkus” column.
Advanced Contact Search:
If you want to show the ”Cirkus” column, right-click and use ”Edit View” to select it.Also note that there’s a new search criteria for synced Contacts:
You can also right-click on Contacts and ”Force Sync” if you want to force an update in either
direction (to fw or to Cirkus).
Company/Contact fields
Note that it’s possible to control which fields are considered Company fields and which are
considered Contact fields. This is controlled in Server > Setup > Contacts:
All fields that have a checkmark are considered Company fields. These fields will sync to a
Custom Field on the Cirkus Company. The data can be synced both to Cirkus and also back to
fw.
All fields that don’t have a checkmark are considered Contact fields and are synced to the Cirkus
Contact, in the same way.