Syncing templates between phone & desktop

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  • Oyle
    Senior Member
    • Dec 2011
    • 101

    #1

    Syncing templates between phone & desktop

    Hello,

    unless I'm mistaken, the templates one sets on the phone DJO (in tasks, memos, calendar, expenses) do not sync with the desktop.
    This is a shame because it would be very useful to have all the same templates in both the desktop and DJO on the phone (and tablet)
    Thanks for your response.
    Regards
    PC: Windows 10 & 11, 64 bit
    CompanionLink Express: Ver 10 Build 11014.
    DJO PC CRM Standalone: Ver 2103
    Main mobile device - Samsung S21 U5G Android 15; One UI Version 7.0
    Samsung Galaxy Tab 6 (SM-T865): Android 12, One UI Version 5.1
    Android DJO: Version 4.4.61 (1744)

    Sync Method: to DejaCloud, both ways on all devices
  • Thomas
    DejaOffice Team Member
    • Dec 2010
    • 3008

    #2
    Oyle,

    Currently Templates are only on the Mobile. We are working to implement them in DejaOffice PC CRM as well. At the moment we do have a Right Click "Create Copy" option will copy all the details of an existing record when you can then modify.
    - Lead QA

    Comment

    • DejaJeff
      Member
      • Jul 2017
      • 95

      #3
      Originally posted by Thomas View Post
      Oyle,

      Currently Templates are only on the Mobile. We are working to implement them in DejaOffice PC CRM as well. At the moment we do have a Right Click "Create Copy" option will copy all the details of an existing record when you can then modify.
      Thomas,

      I know you haven't had a chance to reply to my DejaCloud syncing follow-up questions in the other thread yet, but since it seems relevant I'll add this one here...

      Are Templates supposed to be able to by synchronized between mobile devices when syncing with DejaCloud?

      If not, is there a way to manually copy them? I have about a dozen templates, and the only way I see to get them on my second Android device is to manually create them.

      Comment

      • Thomas
        DejaOffice Team Member
        • Dec 2010
        • 3008

        #4
        Jeff,

        Templates do not currently sync. We will look further into this when we get them into the PC version of DejaOffice.
        - Lead QA

        Comment

        • Oyle
          Senior Member
          • Dec 2011
          • 101

          #5
          Originally posted by Thomas View Post
          Oyle,

          Currently Templates are only on the Mobile. We are working to implement them in DejaOffice PC CRM as well. At the moment we do have a Right Click "Create Copy" option will copy all the details of an existing record when you can then modify.
          Thanks Thomas - Looking forward to that feature..
          I have been using the "make a copy" of calendar events ever since it ws introduced on DJO PC CRM.
          Keep up the good work ! And thanks for it !
          Best regards
          Oyle
          PC: Windows 10 & 11, 64 bit
          CompanionLink Express: Ver 10 Build 11014.
          DJO PC CRM Standalone: Ver 2103
          Main mobile device - Samsung S21 U5G Android 15; One UI Version 7.0
          Samsung Galaxy Tab 6 (SM-T865): Android 12, One UI Version 5.1
          Android DJO: Version 4.4.61 (1744)

          Sync Method: to DejaCloud, both ways on all devices

          Comment

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