Optional: Specify Which Report Attachments Sync to Devices

By default, the following report attachments are not synced from the middle-tier database to the devices:

• Appointment Summary report

• Call Summary report

• Job Appointment Summary report

• JSA report

You can change the attachment sync filter in Woodford if you want these report attachments to be synced to the devices. 

1. In MobileTech Administration, select Tools > Launch Woodford. The Dynamics CRM Login Dialog window is displayed.

2. Enter the URL, user name, and password to log on to Woodford. The URL must include the server name and port where MobileTech is installed, and the name of the company database (in lowercase letters). Example: http://servername:8080/companydatabase.

3. Select OK.

4. In the Woodford workspace, double-click your mobile project.

5. In the navigation pane, select Note, and then select Sync Filter on the toolbar. The Edit Filter window is displayed. This window lists the conditions for the reports that are not currently synced to the devices.

6. Remove the condition for the report attachments that you want to sync to the devices. For example, if you want Call Summary reports to be synced to the devices, select the drop-down arrow for the Name – Does Not Contain – Call Summary Report condition, and then select Delete from the menu that appears.

7. When you have finished editing the sync filter, select Save & Close on the toolbar.

8. Select Publish All on the toolbar.