When ever you make changes to the office version of your Profit Rhino, you'll need to make sure those changes get synced over into the mobile version. To do so, you'll need to do what's called "Syncing your book." Syncing your book will import all the data from the office version onto the mobile version.
In addition to bringing in any changes you may have made to the office version, syncing your book can also be helpful in ironing out any issues your mobile application may be having. Occasionally, you may run into errors were certain tasks aren't showing up, options boards are missing, etc. Syncing your book can help remedy these issues without having to call the support team.
The first thing you'll need to do is log on to your Profit Rhino mobile application and click on the highlighted button shown below.
Doing so should bring you to the following page:
As denoted in the image above, you'll need to click on the tab that says Sync Data. Once there, you'll have two separate options for syncing your book.
Check for Updates will check for any changes that have been made to the office version of profit rhino and bring them into the mobile. If, for instance, you've updated a handful of tasks, make sure you click this button on your mobile after doing so.
This process is quick and easy because it doesn't take the time to re-download data that hasn't been changed. We refer to this as an "Incremental Sync."
Clear All Data will clear everything out of your book and import all the data from the office application again. This is the one you'll want to use when you're having issues with your book as far as their being missing items and etc. Please keep in mind that syncing after you clear all the data will take a longer amount of time compared to checking for updates. Be prepared to wait for at least a few minutes.
Finally, as shown in the image above, there is a little line of text that says View Details. Clicking it will bring you to the following screen:
This screen will allow you to check the syncing process.
Profit Rhino's automatic syncing
When you save an option board or a quote offline, Profit Rhino will automatically sync* these quotes and option boards into the data base as soon as you regain internet connection, so you don't have to worry about it.
*Profit Rhino will notify you that your quote or board will not be synced into the database until you come back online.