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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 status of calls and appointments, or new notes and attachments.

Syncing can be set up to occur automatically or based on events , and you can manually sync your mobile device at any time.

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If you

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cannot click on a setup field on your device, you

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must contact your administrator to unlock the field.

For more information, see these sections:

Table of Contents

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To automatically sync your device with the host system, set up the following preferences on the Setup > Resco screen 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.

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Auto Sync

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On Start

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Auto Sync Delay (sec.)

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Enter 0

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Sync Login

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Off

Automatically synchronize 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.

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Auto Sync

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On Start

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Auto Sync Delay (sec.)

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Enter a value, such as 600

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Sync Login

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Off

Always manually synchronize your device

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Auto Sync

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Never

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Auto Sync Delay (sec.)

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Enter 0

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Sync Login

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On

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Note

While Resco offers an automatic sync option, we advise against using it as it has caused issues with MobileTech functionality.

Event-based syncing
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event
event

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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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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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manual
manual

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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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