Planning To Get A New Server Or Client PC For Your Office?

Installing a New Server Computer

If you are wanting/needing to update your server computer here is some information you may find useful:

• A CoAction database transfer from one server to another, is something that needs to be scheduled with our programming department. It takes around 3 hours to complete the transfer and no one would be able to utilize the software during this time. We would need for you to be in the office at the time of transfer so that we can coordinate getting connected to your new and old server computers.
• There is not a fee associated with a server transfer unless your office has already had a server transfer within the last year.
• Please click HERE to find our computer specs recommendations before purchasing your new computer.
• To schedule your server transfer please contact Katana support (support info is at bottom of page).

Installing a New Client Computer

If you are wanting/needing to update a client computer here is some information you may find useful:

• Installing CoAction on a new client computer is not something that needs to be scheduled with support as support can remote access onto the new PC and complete the install anytime during business hours.
• However, if you have an IT person that services your office and they want to complete the install, or if you would like to complete it in your own time, that can be arranged as well. Support would send an email with instructions and everything you would need to get this completed.
• There is no fee associated with installing CoAction on a client computer.
• Please click HERE to find our computer specs recommendations before purchasing your new computer.
• Please contact CoAction support when you are ready for the software to be installed on your new client computer.

- Support Information -

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within your software, click the green 'Support' box in bottom right of screen.***This has the fastest response time***

Phone: [phone]

Email: [e-mail]

Business hours: Monday-Friday, 8:00am-6:00pm CST

Was this