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Synchronizing, or syncing, with the host system lets you update the information on your mobile device with any changes that might have been made in Microsoft Dynamics GP. Syncing also updates the host system with changes that you make on your mobile device, such as changes to the statuses of calls and appointments, or new notes and attachments.
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Field | Setting |
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Auto Sync | Never |
Auto Sync Delay (sec.) | Enter 0 |
Sync Login | On |
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Event-based syncing
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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.
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Manual syncing
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- Choose the Sync icon.
Enter the following information. If you've previously used MobileTech on this client device, most or all of this information is shown as default entries.
Field
Description
Url
Enter the URL of the MobileTech Integration Sync Server. The URL must include the server name, website port number, and company database name.
Example:
http://servername:8080/companydatabaseUser Name
Enter your user name. This is the email address that was set up for you by an administrator in MobileTech Administration to use when you log on to a client device.
Password
Enter the password that is associated with your user name.
Save Password
Mark this option if you want the application to remember your password after you exit and start MobileTech again. Don't save your password if you're using a shared client device. If you don't save your password, it is saved only during this session. You won't have to re-enter your password the next time you sync during this session.
Start Sync Date and End Sync Date
These dates create a range for the records that are synced. Only records that fall within this range are included from the host system.
Likewise, if you create a new record from your device, such as a pending service call or appointment, the date of that record must fall within the sync date range to successfully be synced and to create the record. An appointment that you create for a future date that is not in the sync date range isn't displayed on the device until it falls within the sync date range.
The default sync dates are one month before and one month after the system date, but you can select different dates.
- Choose the Sync icon.If you encounter any issues while you're syncing, you can review and resolve by choosing Sync Errors. For more information, see Resolving sync issues.
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