Always Manually Synchronize Your Device

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 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.

If you

cannot click on a setup field on your device, you

must contact your administrator to unlock the field.

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

Automatically Sync Your Device Only When You Log In

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

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.

Event-based Syncing

Anchor
event event

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

• Select Save after creating a service call.

• Select Save after creating an appointment.

• Select Complete an Appointment after completing a service call appointment.

• Select Save after creating a purchase order.

• Select Save after creating a new piece of equipment.

• You request a timesheet report.

Display the Sync Page to Prompt You to Synchronize

After you create a service call, create or complete an appointment, create a purchase order, create a new piece of equipment, or request a timesheet report, the Sync page is displayed. You must select Sync to sync to the host system.

Automatically Synchronize 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.

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

Anchor
manual manual

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

1. Select the Sync 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.

   • 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 username.

   • 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 QR: This feature is not in use with MobileTech.

3. Select the Sync icon. If you encounter any issues while you're syncing, you can review and resolve them by selecting Sync Errors. For more information, see Resolving Sync Issues.