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AnchortoptopSynchronizing, 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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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 Image Removed to sync to the host system.

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To log on or to sync the host and your mobile device, follow these steps.

  1. Choose the Sync Image RemovedSync icon.
  2. 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.

    FieldDescription

    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:8888/companydatabase

    User 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

    Toggle on 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.

    Scan QRThis feature is not in use with MobileTech.


  3. Choose the Sync Image Removed 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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