Error: You do not have suitable service registered to share clients in Company Secretarial
Scenario
You may get the following error message when you link data from Practice Management to Company Secretarial.
Error message
You do not have suitable service registered to share clients with.
Check you have installed a client data service, and it is correctly registered as your master synchronization service in Integration Options from the Tools menu.
Solution
Select
Tools
,
Integration
, then
Options
.
Select the
Synchronization
tab.
Check that the ApplicationĀ and Service lists include all of the following entries.
Synchronization Masters
Application
Service
Digita Contact Manager
Client Data
Digita Accounts Production
Accounting Data
Digita Contact Manager
Tracker
If you don't have all of the entries in the table, carry out steps 5 to 11. If you do have all of the entries in the table, contact Customer Support for assistance.
Mark the
Override synchronization maste
r checkbox.
Select
New
.
For the
Entity Data
Service, select
Digita Contact Manager
.
Select
OK
.
Select
New
again.
For the
Accounts Data
Service, select the Provider that reflects your Digita configuration. For example,
Digita Accounts Production Advanced (Default)
.
tip
If you're unsure which Provider to choose, select one and check whether it resolves the error. If not, try again with another Provider.