Difference between revisions of "Favorites"

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(Using favorites in mobile apps: remove a favorite)
(Enabling favorites in Woodford)
 
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# Select an entity from the '''Project''' menu and click '''Show UI'''.
 
# Select an entity from the '''Project''' menu and click '''Show UI'''.
 
# Select the form and click '''Edit''' to open the form designer.
 
# Select the form and click '''Edit''' to open the form designer.
# Click '''Edit''' to open the '''Command Dialog''' and add '''Favorite to the selected commands pane, then click '''Save & Close'''.
+
# Click '''Edit''' to open the '''[[Command editor|Command Dialog]]''' and add '''Favorite to the selected commands pane, then click '''Save & Close'''.
  
 
Repeat these steps for all other forms and entities for which you want to allow your mobile users to add records as favorite.
 
Repeat these steps for all other forms and entities for which you want to allow your mobile users to add records as favorite.
  
 
[[Category:Woodford]] [[Category:Resco Mobile CRM]]
 
[[Category:Woodford]] [[Category:Resco Mobile CRM]]

Latest revision as of 14:53, 13 January 2020

Users of Resco Mobile CRM app can mark records as their favorite. These are then available from in the Favorites section the Home screen.

Using favorites in mobile apps

  • To see the list of your favorite records, tap Favorites on the Home screen.
  • To add a record to your favorites, display the detail of the record and tap Favorite from the hamburger menu.
  • To remove a favorite, go to Favorites and tap the trash can icon.

Enabling favorites in Woodford

Add Favorites to your Home screen.

  1. Edit an app project and go to the Home screen.
  2. Select Favorites in the Available Items pane and click Add.
  3. Click Save.

Add Favorite command to various forms.

  1. Select an entity from the Project menu and click Show UI.
  2. Select the form and click Edit to open the form designer.
  3. Click Edit to open the Command Dialog and add Favorite to the selected commands pane, then click Save & Close.

Repeat these steps for all other forms and entities for which you want to allow your mobile users to add records as favorite.