Setting up Host Syncing
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.
Syncing can be set up 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.
IMPORTANT: While Resco offers an automatic sync option, we advise against using it as it has caused issues with MobileTech functionality.
Event-based syncing
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:
- 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 synchronize
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 Admin Setup Options | True |
Sync Login on the device | On |
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.
| Field | Setting |
|---|---|
UseEventBasedSync in the Admin Setup Options | True |
Sync Login on the device | Off |
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
To log on or to sync the host and your mobile device, follow these steps.
- 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: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
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.
- 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.