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For more information, see these sections:

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Automatic syncing
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automatic
automatic

To automatically sync your device with the host system, set up the following preferences on the Setup page in MobileTech.

Note

If MobileTech is set up to use event-based syncing and Sync Login is set to Off on the device, automatic syncs will occur when you create a service call, create or complete an appointment, or request a timesheet report. If Sync Login is set to On, you'll be prompted to sync. For more information, see "Event-based syncing" later in this topic.

Automatically sync your device only when you log on to it

When you first log on, you must manually sync the device.

Field

Setting

Auto Sync

On Start

Auto Sync Delay (sec.)

Enter 0

Sync Login

Off

Automatically sync your device when you log on to it, and then at specific intervals throughout the work day

After you log on, the device is automatically synced at the interval that you enter.

Field

Setting

Auto Sync

On Start

Auto Sync Delay (sec.)

Enter a value, such as 600

Sync Login

Off

Always manually sync your device

Field

Setting

Auto Sync

Never

Auto Sync Delay (sec.)

Enter 0

Sync Login

On

Event-based syncing
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event
event

If MobileTech is set up to use event-based syncing, event-based syncing is used to sync your device to the host system in these situations:

  • You choose Save after creating a service call.
  • You choose Save after creating an appointment.
  • You choose Complete Appointment after completing a service call appointment.
  • You request a timesheet report.

Display the Sync page to prompt you to sync

After you create a service call, create or complete an appointment, or request a timesheet report, the Sync page is displayed. You must choose Sync to sync to the host system.

Field

Setting

UseEventBasedSync in the setup options

True

Sync Login on the device

On

Automatically sync your device to the host system

After you create a service call, create or complete an appointment, or request a timesheet report, your device is automatically synced to the host system.

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If MobileTech is not set up to use event-based syncing, no event-based syncing occurs. The device will sync depending on your settings in the Sync Login or Auto Sync fields on the Setup page, or when you manually sync the device. See "Automatic syncing" and "Manual syncing" in this topic for more information.

Manual syncing
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manual
manual

Note
To manually sync with the host system from the Sync page, the Sync Login option must be marked on the Options tab on the Setup page.

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