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:* Filtering and searching within the map: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850925 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Filtering and searching within the map: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850925 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Searching for records: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850932 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Searching for records: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850932 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Advanced find: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850934 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
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:* Advanced Find: [[Private view]]
 
:* View – Edit search: [https://www.resco.net/woodford-user-guide/#_Toc483815909 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* View – Edit search: [https://www.resco.net/woodford-user-guide/#_Toc483815909 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Search view: [https://www.resco.net/woodford-user-guide/#_Toc483815921 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Search view: [https://www.resco.net/woodford-user-guide/#_Toc483815921 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}

Revision as of 11:43, 6 December 2019

Table of Contents
# A B C D E F G H
I J K L M N O P Q
R S T U V W X Y Z

A

About (section)
Woodford section containing basic information about Woodford version, contact info for customer support and info about connected organization and an update button.
  • About: LINK Document Woodford
Account
An arrangement by which a user is given personalized access to a computer, website, or application, typically by entering a username and password.
One of the basic CRM entities, it can be i.e. a type of a customer or supplier.
  • Inactive record activation. Account is one of the records: LINK Blog
  • Account filtering: LINK Blog
  • Example: Automatically assigned a discount percentage on a new order according to the type of account: LINK Webinar
  • Accounts – switch to a map view: LINK Document Resco Mobile CRM App
  • Add a new account: LINK Document Resco Mobile CRM App
  • Editing accounts: LINK Document Resco Mobile CRM App
  • View the account details: LINK Document Resco Mobile CRM App
  • Account’s Notes tab: LINK Document Resco Mobile CRM App
Activity
The condition in which things are happening or being done. A thing that a person or group does or has done.
Activities are sets of duties ranging between Appointments, Phone Calls or Tasks.
  • Activity label customization: LINK Blog
  • Add a new activity: LINK Document Resco Mobile CRM App
  • Create new appointment or service activity in calendar: LINK Document Resco Mobile CRM App
  • Social – Activity feeds: LINK Document Woodford
Adxstudio
A Microsoft’s subsidiary, provides web portal and application lifecycle solutions for Microsoft Dynamics 365/CRM, SharePoint and .NET platforms.
  • How to gain access to Adxstudio Portals via Resco Mobile CRM app: LINK Blog
Agenda
A calendar view that shows list of appointments or service activities for the selected day. You can switch between the days using the arrows on the top or you can slide your fingers left or right.
  • Activity label customization. One of the available views is Agenda: LINK Blog
Analytics
The systematic computational analysis of data or statistics.
In Resco Mobile CRM Mobile Audit Analytics while leveraging the GPS capabilities of mobile devices, allows user to see if the reps are indeed visiting the clients and working with the CRM data directly in the field.
  • Mobile Audit Analytics capabilities: LINK Blog
Android
An open source operating system primarily used in mobile devices. Written primarily in Java and based on the Linux operating system, it was initially developed by Android Inc. and was eventually purchased by Google in 2005.
  • Setting up the fingerprint functionality in Resco Mobile CRM app on the Android device: LINK Blog
  • What software and hardware requirements do you need to consider before buying mobile devices for Resco Mobile CRM: LINK Blog
Appointment
Type of an Activity that contains the subject, location and start/end times. It has a settable priority and status together with the status reason. User can add notes to any appointment. It can be converted into Opportunity or Case.
  • How to customize labels of user’s Activities on the Appointment entity example: LINK Blog
  • How to dynamically filter Questionnaire templates on the Appointment entity form based on Appointment Type: LINK Blog
  • Appointments from Exchange: LINK Webinar
  • Convert appointment to opportunity: LINK Document Resco Mobile CRM App
  • Convert appointment/call to a case: LINK Document Resco Mobile CRM App
  • Complete appointment or call: LINK Document Resco Mobile CRM App
  • Cancel appointment or call: LINK Document Resco Mobile CRM App
  • Create new appointment or service activity in calendar: LINK Document Resco Mobile CRM App
  • Appointments on global map: LINK Document Woodford
Arrange
To put into a proper order or into a correct or suitable sequence, relationship, or adjustment.
  • An example for arranging the view items for different displays/widths: LINK Blog
Associated list
A list of records associated/related with currently opened record.
When user selects an associated list, and clicks on Properties (or double clicks on the associated list), the options for the list will be displayed in section.
Auditing
Tracking of mobile CRM usage among users.
In the Auditing section of the project user can set what kind of action on selected entities will be recorded using the Mobile CRM application and sent to the CRM server when the application will be synchronized. User is able to track the time when the action was performed and also the GPS position (the device must contain the GPS chip). It is also possible to record the time and place where the synchronization was performed.
  • Mobile Audit Analytics capabilities: LINK Blog
  • Extended mobile auditing capabilities: LINK Webinar
  • Auditing: LINK Document Woodford
Authentication
The process or action of verifying the identity of a user or process.
  • Details about multi-factor authentication: LINK Blog
Automatic List/View headers
Generating list/view headers automatically by a mobile CRM.
It is possible to add headers, field names on the list.
  • Use of Auto List Header to quickly sort records: LINK Blog
Automatic sync
Performing synchronization without the need to press the sync button.
  • How to set up automatic synchronization in Resco’s mobile CRM client: LINK Blog

B

Background color
Color of an item's background.
  • How to change the background color and how to set up color coding to automatically change it: LINK Blog
  • Lists/Views, changing list background color: LINK Webinar
  • Styles: You can use styles to modify colors.
Branding (section)
Woodford section for setting custom info about the application such as manufacturer, title, website or support email.
  • Branding: LINK Document Woodford
Business logic
The part of the program that encodes the real-world business rules that determine how data can be created, stored, and changed.
Button
Any graphical control element that provides the user a simple way to trigger an event, like searching for a query at a search engine, or to interact with dialog boxes, like confirming an action.
  • Setting up and customizing the behavior of the save button: LINK Blog
  • Reactivating inactive records with a set of commands: LINK Blog
  • Running report functionality and the commands connected to it: LINK Blog
  • Setup – List Buttons: LINK Document Resco Mobile CRM App
  • Form – Edit commands: Available commands
  • Form – Custom commands: Custom commands

C

Calendar
Visualization of time-defined records on a timeline.
Select the Calendar from the home menu to your Appointments or Service Activities. You can filter the Calendar to see only Appointments or only Service Activities and between different views (“All Appointments”, “My Appointments”, “My Completed Appointments”, “All Service Activities”, “My Service Activities”).
Call (logging)
CRM activity creation from an outgoing phone call. For Android devices also for incoming phone calls.
Turn ON or OFF the import of calls from your Android mobile device to your mobile CRM app. Then you can save incoming calls as call activities.
  • Phone call tracking and logging: LINK Blog
  • Call or email directly from Resco Mobile CRM App: LINK Document Resco Mobile CRM App
  • Convert appointment/call to a case: LINK Document Resco Mobile CRM App
  • Complete appointment or call: LINK Document Resco Mobile CRM App
  • Set call to “Made”, “Received” or “Cancel”: LINK Document Resco Mobile CRM App
  • Create new appointment or service activity in calendar: LINK Document Resco Mobile CRM App
  • Setup – Call import (Android only): LINK Document Resco Mobile CRM App
Can execute
Can execute rule can define what exactly should a command do. User can for example fill in some specific fields and set the status code as busy.
Case
Specific CRM entity.
  • Add a new case: LINK Document Resco Mobile CRM App
  • Edit cases: LINK Document Resco Mobile CRM App
  • View the details of a case: LINK Document Resco Mobile CRM App
  • Resolve a case: LINK Document Resco Mobile CRM App
Charts
Charts can be used in two cases. User can add a chart to a Dashboard, where they can add the desired chart(s) or flip the list view into a chart view. In case of the Chart view, if user has more charts, they can switch between them just like in case of multiple views.
User can create more Charts for one entity.
  • In-app chart editor: LINK Webinar
  • New chart types and extended options for charts: LINK Webinar
  • HTML5 Charts: LINK Webinar
  • DashboardCharts
Chat
Communication channel
  • Chat – survey, notifications, channels, file transfer: LINK Webinar
  • Redesigned chat: LINK Webinar
  • Chat with multimedia support: LINK Webinar
  • Chat: LINK Webinar
  • SocialChat
Check In/Check Out
One-click action to set start & final time of an event with additional actions available in configuration dialog for Check In command. Check In is renamed to Check Out after the start time is set.
Child
Associated/related record, a specific case that can inherit certain info from the parent one.
  • How to restore the view of a child project if changes were made by accident: LINK Blog
  • Use of project hierarchy and parent-child relationship: LINK Blog
Child form
Child form inherits the properties of its respective parent while retaining a possibility of its own changes that won’t affect the rest.
  • How to show info from a parent on a child form: LINK Blog
Child project
Child project will inherit all changes to parent project except of the parts changed in the child project directly.
  • Creating a master project in Woodford, which will affect all child projects. Project hierarchy: LINK Blog
  • Better control of child and parent projects in Woodford: LINK Webinar
Cloud
Any of several, often proprietary, parts of the Internet that allow online processing and storage of documents and data as well as electronic access to software and other resources.
  • City Smart Services – a cloud based solution: LINK Blog
  • City Smart Services – a cloud based solution: LINK Blog
  • Resco Cloud Guide: LINK Document
  • Resco Cloud Field Service Guide: LINK Document
  • Integrating external marketing services with Resco Cloud’s Resco CRM Server: LINK Document
Collection
In this case it’s a data gathering.
  • Mobile Audit Analytics – collecting data: LINK Blog
  • Detail collection: LINK Webinar
Color coding
Defined set of rules that determines how the list records are formatted.
  • Creating color-coded views: LINK Blog
  • Conditional formatting, color coding: LINK Blog
Color themes
In Color Themes section, user is able to change different colors for the app UI and give Mobile CRM app e.g. corporate branding.
  • Color themes: LINK Webinar
Command
Functionality for the buttons or just a set of instructions to be executed.
  • Setting up and customizing the behavior of the save button: LINK Blog
  • Reactivating inactive records with a set of commands: LINK Blog
  • Running report functionality and the commands connected to it: LINK Blog
  • Form – Edit commands: Form commands
  • Form – Custom commands: Custom commands
  • Setup – List Buttons: LINK Document Resco Mobile CRM App
Command rules
Business logic describing when command is available and its functionality.
  • See ON CAN EXECUTE and CAN EXECUTE keywords.
Conditional formatting
Automatic change of formatting on base of set conditions.
  • Setting up conditional formatting and color coding: LINK Blog
  • Conditional visibility: LINK Webinar
Configuration
In the Configuration section user can set some of the Resco Mobile CRM mobile application settings remotely.
  • Configuring the multi-factor authentication: LINK Blog
  • The endless configuration possibilities with Salesforce data – for phones and tablets: LINK Blog
  • Configuration of associated views: LINK Webinar
  • MDM configuration: LINK Webinar
  • Additional View configuration
  • Inspections and configuration in various back-end systems: Back-end integration
Conflict
Conflict means, that the same record is changed on the device and before synchronized, there is a change on the CRM server (e.g. other user changes the same record and synchronizes before the other user, or the record is changed on the CRM server.
  • How to resolve sync conflicts in Resco Mobile CRM: LINK Blog
Connect
To establish a communication connection with a server.
Consumer
One that purchases a commodity or service.
  • See also External users
  • Resco Consumer Apps for Municipalities: LINK Blog
  • Using sync filters to provide relevant content for partners: LINK Blog
  • Dynamics CRM mobile applications for external non-CRM users: LINK Blog
  • How to set up a mobile application for external non-CRM users: LINK Blog
  • How to use sync filters to provide relevant content for your partners: LINK Blog
  • How to keep track of record changes made by external users: LINK Blog
  • New Usage Scenarios for Resco Mobile CRM, part 1: LINK Blog
  • New Usage Scenarios for Resco Mobile CRM, part 2: LINK Blog
Contact
A person serving as a go-between, messenger, connection, or source of special information, specific CRM entity.
  • Activating inactive contact records: LINK Blog
  • How to filter accounts and contacts: LINK Blog
  • Phone contact import: LINK Blog
  • Google contacts sync: LINK Webinar
  • Setup screen, login, Exchange contacts, sync info on Home screen: LINK Webinar
  • Phone contact integration: LINK Webinar
  • HTML Contact Information form: LINK Webinar
  • Contacts – Switch to a map view: LINK Document Resco Mobile CRM App
  • Add a new contact: LINK Document Resco Mobile CRM App
  • Edit contacts: LINK Document Resco Mobile CRM App
  • View contact details: LINK Document Resco Mobile CRM App
  • Contact information form (deprecated)
  • Entity image on Contact Information Form: Entity images
Copy
Action of making a duplicate of an item.
  • How to create a copy of a production CRM database: LINK Blog
  • Working with the documents in Resco Mobile CRM: LINK Blog
  • Copy attributes from related record: LINK Webinar
  • Copy and paste support for attachments: LINK Webinar
Customization
In Resco Mobile CRM solution it means defining the looks, functionality and feel of an app.
  • Global search and its customization: LINK Blog
  • Customization of the list view for wide option: LINK Blog
  • Field customization – making fields required: LINK Blog
  • Customization of a mobile report: LINK Blog
  • Setting up a flexible view and its customization: LINK Blog
  • Personal dashboards and their customization: LINK Blog
  • Save button action customization: LINK Blog
  • Field customization to display relationship types for the Accounts: LINK Blog
  • The endless configuration possibilities with Salesforce data – for phones and tablets: LINK Blog
  • Creating a Customization (Mobile Project): LINK Webinar
  • Customizable map styles: LINK Webinar
  • Creating a customization: App projects
Custom fonts
Users are able to change the font they use in their mobile app for any custom font.
  • How to use custom fonts in your Resco mobile application: LINK Blog
Custom images
When user wants to add a picture to a custom item, they can use the default directories, or they can create your own Directory, where they can store custom images.

D

Dashboard
Dashboard views enable user to access the most needed information from various entities in one place. User can add Charts, Views and Iframes there. User can also create more dashboards and place them on the Home separately.
  • Personal dashboard creation: LINK Blog
  • Dashboard design in the mobile app: LINK Webinar
  • Multiple dashboards, Maps and Calendars with additional functions: LINK Webinar
  • Dashboard: LINK Document Resco Mobile CRM App
  • Setup – Map and dashboard: LINK Document Resco Mobile CRM App
  • DashboardChartsCreating a dashboard
Data
Individual facts, statistics, or items of information.
  • Form rules to check for correct data input: LINK Blog
  • Data analysis: LINK Blog
  • Mobile Reports and the data: LINK Blog
  • Saving changes only when the specific data is associated: LINK Blog
  • The endless configuration possibilities with Salesforce data – for phones and tablets: LINK Blog
  • Data Encryption – Salesforce Mobility and Security – When the user’s PIN is simply not enough: LINK Blog
  • Data access and Offline HTML: LINK Webinar
  • CRM Data management: LINK Webinar
  • Data images on Lists/Views: LINK Webinar
  • Setup – Delete data: LINK Document Resco Mobile CRM App
  • Data filtering: LINK Document Field Service
Database
A comprehensive collection of related data organized for convenient access, generally in a computer.
  • How to create a copy of user’s production CRM database: LINK Blog
  • Device security management and database encryption: LINK Blog
  • Mobile CRM limits for the database: LINK Blog
Deactivate
To cause to be inactive; remove the effectiveness of.
  • Inactive records and (de)activating them: LINK Blog
Deep link
A hyperlink that links to a specific, generally searchable or indexed, piece of content.
Design
A plan or drawing produced to show the look and function or workings of an item.
  • How to set up flexible list view designs: LINK Blog
  • Personal dashboard design: LINK Blog
Designer
UI feature used for selecting and setting the properties of UI.
Document
A computer data file.
DropBox
A personal cloud storage service (sometimes referred to as an online backup service) that is frequently used for file sharing and collaboration.
  • Documents in Resco Mobile CRM, Dropbox, part 1: LINK Blog
  • Documents in Resco Mobile CRM, Dropbox, part 2: LINK Blog
  • Documents in Resco Mobile CRM, support for Dropbox: LINK Blog
  • Document sources, integration with Dropbox and Google Drive, list of documents, media tab: LINK Webinar
  • Documents on DropBox, Google Drive and SharePoint
Dropdown
This feature allows user to predefine input for users, so instead of entering a value, they can choose to use options from drop down list (or enter what is needed manually).
Also known as an option set.
  • Dropdowns in text fields: LINK Webinar

E

Edit
To modify an item.
  • Document viewing and editing details: LINK Blog
  • Editable list: LINK Webinar
  • Email viewing, editing and tracking, signature, emails for tracked entities: LINK Webinar
  • Offline HTML, text editor in Woodford, drag&drop: LINK Webinar
  • Edit accounts: LINK Document Resco Mobile CRM App
  • Edit contacts: LINK Document Resco Mobile CRM App
  • Edit leads: LINK Document Resco Mobile CRM App
  • Edit opportunities: LINK Document Resco Mobile CRM App
  • Edit quotes: LINK Document Resco Mobile CRM App
  • Edit orders: LINK Document Resco Mobile CRM App
  • Edit invoices: LINK Document Resco Mobile CRM App
  • Add or edit products: LINK Document Resco Mobile CRM App
  • Edit cases: LINK Document Resco Mobile CRM App
  • WorkOrder schedule editing (drag&drop): LINK Document Field Service
  • WorkOrder schedule editing (edit dialog): LINK Document Field Service
  • WorkOrder schedule editing (form): LINK Document Field Service
  • View – Edit filter: LINK Document Woodford
  • View – Edit sort: LINK Document Woodford
  • View – Edit search: LINK Document Woodford
  • View – Editable field (editable list): LINK Document Woodford
  • Edit form: LINK Document Woodford
  • Form style editor: LINK Document Woodford
  • Form – Edit commands: LINK Document Woodford
  • Default and Editable List/View Images: LINK Document Woodford
  • Edit Form picture from Note: LINK Document Woodford
  • Entity image on Edit Form: LINK Document Woodford
Email
A message distributed by electronic means from one computer user to one or more recipients via a network.
Also a CRM entity.
  • Uploading files from an email into the application: LINK Blog
  • Sending tracked emails from Resco’s mobile client for Microsoft Dynamics CRM: LINK Blog
  • Email – unread functionality: LINK Webinar
  • Email templates: LINK Webinar
  • Email viewing, editing and tracking, signature, emails for tracked entities: LINK Webinar
  • Email improvements – HTML mail viewer and editor, Gmail and Exchange support: LINK Webinar
  • Email a link: LINK Webinar
  • Call or email directly from Resco Mobile CRM App: LINK Document Resco Mobile CRM App
  • Setup – Use CRM email in RMCRM App: LINK Document Resco Mobile CRM App
  • Email attachments: LINK Document Woodford
Encryption
The process of using an algorithm to transform information to make it unreadable for unauthorized users.
Entity
An entity is some unit of data that can be classified and have stated relationships to other entities.
From database point of view, it’s a table where rows represent records and columns represent parameters.
  • Email viewing, editing and tracking, signature, emails for tracked entities: LINK Webinar
  • Adding a new custom entity, enabling a field, creating a view and new edit form: LINK Webinar
  • Working with Entity Instances: LINK Webinar
  • Fetch conditions from linked entities: LINK Webinar
  • Creating a new custom entity, Enabling of the Fields, Creating a View: LINK Webinar
  • Entity images: LINK Webinar
  • Setup – Turn on/off standard entities: LINK Document Resco Mobile CRM App
  • Field service entities: LINK Document Field Service
  • Entity: LINK Document Woodford
  • Managing home screen entities: LINK Document Woodford
  • Entity image on View: LINK Document Woodford
  • Entity image on Contact Information Form: LINK Document Woodford
  • Entity image on Edit Form: LINK Document Woodford
  • Entity notification workflow: LINK Document
ERP
Enterprise resource planning (ERP) is a process by which a company (often a manufacturer) manages and integrates the important parts of its business.
  • Integration of SAP ERP and Resco Mobile CRM: LINK Blog
Events
A time-defined record that should trigger a reminder.
Excel
Software produced by Microsoft that allows users to organize, format and calculate data with formulas using a spreadsheet system.
Exchange
A popular email messaging system from Microsoft that runs on Windows servers.
  • Exchange email blending into the CRM: LINK Blog
  • Setup screen, login, Exchange contacts, sync info on Home screen: LINK Webinar
  • Email improvements – HTML mail viewer and editor, Gmail and Exchange support: LINK Webinar
  • Exchange integration: LINK Document Woodford
Export
Making a local copy of selected data, i.e for backup purposes.
  • Multiselect, list export: LINK Webinar
Expressions
A mode, means, or use of significant representation or symbolism.
  • Use of the regular expressions in form rules to validate field input in Resco Mobile CRM: LINK Blog
External users
One of the consumer app scenarios.
  • How to keep track of record changes made by external users: LINK Blog
  • Sync filters and external users: LINK Blog
  • External(Portal) User project: LINK Document Woodford
  • Communication with external application: LINK Document Woodford

F

Facetime
A default iOS communication platform.
  • Using Facetime for calling: LINK Blog
Fetch
Set of instructions sent to the service to collect specific data.
  • Defining Fetch to be used to load data: LINK Blog
  • Extended form rules – Load fetch, shared variables, reload list/IFrame: LINK Webinar
  • Fetch (Construct, Execute): LINK Webinar
  • Fetch conditions from linked entities: LINK Webinar
Field
A database record parameter.
After enabling an entity, you can enable fields, that you plan to use on this entity in the Resco Mobile CRM application. E.g. I pick up some additional fields I want to use in my mobile project: City, Country/Region, Street and ZIP/Postal Code.
  • Rules for the form fields: LINK Blog
  • Adjusting the fields for the Next Wide option: LINK Blog
  • How to make fields required: LINK Blog
  • How to dynamically show/hide fields and sections: LINK Blog
  • Parent field: LINK Blog
  • Altering the field names: LINK Blog
  • Salesforce Route Planning for Sales and Service Field agents: LINK Blog
  • Field Service use case scenarios: LINK Webinar
  • Adding a new custom entity, enabling a field, creating a view and new edit form: LINK Webinar
  • Creating a new custom entity, Enabling of the Fields, Creating a View: LINK Webinar
  • Additional filter for associated views and lookup fields: LINK Webinar
  • Example: Unhiding fields and tabs according to the content of filled in fields: LINK Webinar
  • Fields: LINK Document Woodford
  • View – Sort fields and filter fields: LINK Document Woodford
  • View – Date fields: LINK Document Woodford
  • View – Editable field (editable list): LINK Document Woodford
  • View – Clickable field: LINK Document Woodford
Field service
A business process that deals with technicians visiting a customer and performing a service for them.
  • How to create Sales, Field Service and Inspection mobile projects for Salesforce: LINK Blog
  • Using Planner controller: LINK Document Field Service
  • Field service entities: LINK Document Field Service
  • Scheduling view: LINK Document Field Service
  • Day view: LINK Document Field Service
  • Week view: LINK Document Field Service
  • Month view: LINK Document Field Service
  • KPI Monitor: LINK Document Field Service
  • WorkOrder Schedule colors: LINK Document Field Service
  • Data filtering: LINK Document Field Service
  • Hide/Show Weekends, Completed and Canceled WorkOrder Schedules: LINK Document Field Service
  • Filter by Skills/Territories: LINK Document Field Service
  • Filter by resources: LINK Document Field Service
  • WorkOrder schedule editing (drag&drop): LINK Document Field Service
  • WorkOrder schedule editing (edit dialog): LINK Document Field Service
  • WorkOrder schedule editing (form): LINK Document Field Service
  • WorkOrder schedule automatization: LINK Document Field Service
  • WorkOrder schedule automatization(manual): LINK Document Field Service
  • WorkOrder schedule automatization(semi-automatic): LINK Document Field Service
  • WorkOrder schedule automatization(automatic): LINK Document Field Service
  • WorkOrder schedule violations: LINK Document Field Service
  • Resco Cloud Field Service guide: LINK Document
  • Planner controller and Field Service: LINK Document Woodford
File
A collection of data, programs, etc. stored in a computer's memory or on a storage device under a single identifying name.
  • See also DOCUMENT
  • Working with the files: LINK Blog
Filter(ing)
Displaying specific records based on certain criteria.
The Map, Activities and Calendar views can be filtered. You can filter the map view to see only accounts, contacts, leads or all of them. You can filter activities according to activity type, view, due date and sort. You can also filter the calendar to see all appointments or all service activities, my appointments or my service activities, or my completed appointments.
  • Global search and search filtering: LINK Blog
  • Account filtering according to the location: LINK Blog
  • Document filtering: LINK Blog
  • How to dynamically filter Questionnaire templates on the Appointment entity form based on Appointment Type: LINK Blog
  • Ability to sort and filter records on a list: LINK Webinar
  • Synchronization filters: LINK Webinar
  • Filters – conditions and stacking: LINK Webinar
  • Incremental sync filter: LINK Webinar
  • Additional filter for associated views and lookup fields: LINK Webinar
  • Option set filtering: LINK Webinar
  • Filtering and searching within the map: LINK Document Resco Mobile CRM App
  • Filtering of records: LINK Document Resco Mobile CRM App
  • Data filtering: LINK Document Field Service
  • Filter by skills/territories: LINK Document Field Service
  • Filter by resources: LINK Document Field Service
  • Setting up a sync filter: LINK Document Woodford
  • Linked sync filters (Dyn CRM): LINK Document Woodford
  • View – Edit filter: LINK Document Woodford
  • View – Sort fields and filter fields: LINK Document Woodford
  • Form – Advanced filtering: LINK Document Woodford
  • External document sync filter options: LINK Document Woodford
  • Filtered Lookup: LINK Document Woodford
  • Document filtering: LINK Document
Fingerprint
An impression or mark made on a surface by a person's fingertip, able to be used for identifying individuals from the unique pattern of whorls and lines on the fingertips.
  • Accessing Resco mobile client with a fingerprint: LINK Blog
Flexible (UI)
Adaptable user interface.
  • Setting up flexible list view designs: LINK Blog
  • Flexi form precision: LINK Webinar
  • Flexible forms: LINK Webinar
  • Flexible Forms in Woodford, Views: LINK Webinar
  • New UI – Flexible forms: LINK Document Woodford
Footer
Bottom part of list/view that contains a summary.
  • Anatomy of a mobile report: How to set it up in Resco Mobile CRM: LINK Blog
  • List/View footer: LINK Document Woodford
Form
Form contains fields that describe specific record that user can see or edit.
There are two types of Forms: The Edit form and the Contact Information form. The Contact information is a read-only type of form for quick access to information. By customizing the Edit form user shall be allowed to edit the field’s information.
  • Setting up form rules for inputs: How to set it up in Resco Mobile CRM: LINK Blog
  • Form rules to make fields required: LINK Blog
  • Utilizing form rules to load information from any entity on forms: LINK Blog
  • Setting up different Save button actions for each form: LINK Blog
  • Placeholder text for the form fields: LINK Blog
  • Form layouts – How Resco handles Salesforce Record Types for you – including multiple layout support: LINK Blog
  • Flexi form extensions: LINK Webinar
  • Adding a new custom entity, enabling a field, creating a view and new edit form: LINK Webinar
  • HTML Contact Information form: LINK Webinar
  • Flexible Forms: LINK Webinar
  • Flexible Forms in Woodford, Views: LINK Webinar
  • Images on Lists/Views, Images on Forms: LINK Webinar
  • WorkOrder schedule editing(form): LINK Document Field Service
  • Form creation: LINK Document Woodford
  • Contact information form: LINK Document Woodford
  • Edit form: LINK Document Woodford
  • Form – Advanced filtering: LINK Document Woodford
  • Form item options: LINK Document Woodford
  • Form style editor: LINK Document Woodford
  • Form – Iframe: LINK Document Woodford
  • Form – Map frame: LINK Document Woodford
  • Form – Media tab: LINK Document Woodford
  • Form – Edit commands: LINK Document Woodford
  • Form – Custom commands: LINK Document Woodford
  • Form – On can execute examples: LINK Document Woodford
  • Form – Additional options for associated lists: LINK Document Woodford
  • Form – Placeholder text: LINK Document Woodford
  • New UI – Flexible forms: LINK Document Woodford
  • Edit Form picture from Note: LINK Document Woodford
  • Entity image on Contact Information Form: LINK Document Woodford
  • Entity image on Edit Form: LINK Document Woodford
  • Form item’s icon and name changes: LINK Document Woodford
Form rules
Form Rules is a pseudo-scripting language(conditional formatting) that allows user to create conditions and steps to be performed.
  • Save button action setup and Rule editor: LINK Blog
  • Form rules to make fields appear only when needed: LINK Blog
  • Setting up dynamic placeholder, using Form rules: LINK Blog
  • Form rules: LINK Webinar
  • Form rules additions: LINK Webinar
  • New Form Rule properties for Media Tab: LINK Webinar
  • Focus field property: LINK Webinar
  • Form Rules & Javascript: LINK Webinar
  • Extended form rules – Load fetch, shared variables, reload list/IFrame: LINK Webinar
  • What are Form Rules? Functionality, types: LINK Webinar
  • On Load: LINK Webinar
  • On Change: LINK Webinar
  • On Save: LINK Webinar
  • Error messages/Validation: LINK Webinar
  • Option set filtering: LINK Webinar
  • Form rules, On Load, On Change, On Save(+ examples): LINK Document Woodford
Full sync
Full or an Initial sync is a type of synchronization that downloads all data that meet the sync filter conditions.
  • Resco Mobile CRM and data synchronization (Full sync): LINK Blog

G

Geocoding
Translating addresses to GPS coordinates.
  • Geocoding: LINK Document Woodford
Global
Relating to or encompassing the whole of something, or of a group of things.
  • Global search: LINK Blog
  • Global search: LINK Webinar
  • Global maps: LINK Document Woodford
  • Appointments on Global Map: LINK Document Woodford
Gmail
Google's free web-based email service.
  • Blending an email in the CRM: LINK Blog
  • Email improvements – HTML mail viewer and editor, Gmail and Exchange support: LINK Webinar
  • Google integration: LINK Document Woodford
Google
The brand name of a leading Internet search engine.
  • Document sources, integration with Dropbox and Google Drive, list of documents, media tab: LINK Webinar
  • Documents on DropBox, Google Drive and SharePoint: LINK Document Woodford
  • Google integration: LINK Document Woodford

H

Header
Opposite of List/view footer.
When using the flexible forms, user can set what to display as the form header.
  • Using Auto List Header to quickly sort records: LINK Blog
  • Automatic list headers: LINK Webinar
  • Automatic list/view headers: LINK Document Woodford
Highlight
Making a record stand out based on a set of defined criteria.
  • Utilizing OnChange rule to highlight a field when it doesn’t contain correct data: LINK Blog
  • Highlighting the records using conditional formatting: LINK Blog
Home screen
Basic screen of mobile CRM app.
  • Managing Home screen entities: LINK Document Woodford
  • Home item’s properties: LINK Document Woodford
  • Home groups: LINK Document Woodford
  • Favorites: LINK Document Woodford
HTML
Hypertext Markup Language is the set of markup symbols or codes inserted in a file intended for display on a World Wide Web browser page.
  • Data access and Offline HTML: LINK Webinar
  • Offline HTML, text editor in Woodford, drag&drop: LINK Webinar
  • Email improvements – HTML mail viewer and editor, Gmail and Exchange support: LINK Webinar
  • HTML UI and Javascript additions – UI replacement, creating Detail items: LINK Webinar
  • What is Offline HTML: LINK Webinar
  • HTML – UI replacement: LINK Webinar
  • HTML contact information form: LINK Webinar
  • HTML5 charts: LINK Webinar
  • Offline HTML and JavaScript: LINK Document Woodford
  • Debugging an Offline HTML solution: LINK Document
Hubs
Hubs combine records that have something in common. These can be records that represent user’s customers (like Accounts, Contacts and Leads) or are a part of the sales process (Leads, Quotes, Opportunities, Orders, Invoices) etc.
  • Entity Hubs and Field user: How to combine Salesforce records: LINK Blog
  • New UI – Hubs: LINK Document Woodford

I

ID
Means of identification.
  • Creating an identical copy of a live system, but with a different ID: LINK Blog
Iframe
Simple in-app browser.
  • Extended form rules – Load fetch, shared variables, reload list/IFrame: LINK Webinar
  • IFrame in Resco Mobile CRM: LINK Webinar
  • View – IFrame: LINK Document Woodford
  • Form – IFrame: LINK Document Woodford
Image
A graphical representation of the external form of a person or a thing.
  • List images: LINK Webinar
  • Data images on Lists/Views: LINK Webinar
  • Images on Lists/Views, Images on Forms: LINK Webinar
  • Custom app login image: LINK Webinar
  • Images: LINK Document Woodford
  • Changing a standard image: LINK Document Woodford
  • Adding a custom image: LINK Document Woodford
  • Bulk change/import of custom images: LINK Document Woodford
  • List/View picture from Note: LINK Document Woodford
  • Default and Editable List/View Images: LINK Document Woodford
  • Edit Form picture from Note: LINK Document Woodford
  • Entity image on View: LINK Document Woodford
  • Entity image on Contact Information Form: LINK Document Woodford
  • Entity image on Edit Form: LINK Document Woodford
  • View – Add image, add map pin: LINK Document Woodford
  • Setup – Max image size (iOS only): LINK Document Resco Mobile CRM App
Import
To introduce an item from a different place or context.
Copying selected data into app.
  • Import of the phone contacts: LINK Blog
  • Bulk change/import of custom images: LINK Document Woodford
Incremental sync
A type of synchronization that downloads only the data that has been changed since last synchronization.
  • Resco Mobile CRM and data synchronization (Incremental sync): LINK Blog
Input
Entering data.
  • Using regular expressions in form rules to validate field input in Resco Mobile CRM: LINK Blog
Inspections
A business process that considers customer visits with predefined structure, i.e. Site, facility, machine inspection, Visit with customer questionnaire, Repair with list of tasks, Health and safety assessment, Compliance assessment, Quality assurance.
Resco Inspections is a solution targeting the whole Inspection processes.
Inspector
User (role) performing the inspection a site, filling out structured data into the application, usually in form of a questionnaire.
Instance
A single copy of a running program. Multiple instances of a program mean that the program has been loaded into memory several times.
  • Running Resco CRM in multiple instances: LINK Blog
  • Working with entity instances: LINK Webinar
Integration
Direct communication between mobile CRM app and a 3. party service.
Interface
The means by which the user and a computer system interact, in particular the use of input devices and software.
  • ADX Portal web interface integration: LINK Blog
  • User Interface and experience: LINK Webinar
  • HTML UI and Javascript additions – UI replacement, create Detail items: LINK Webinar
  • HTML – UI replacement: LINK Webinar
  • New User Interface: LINK Webinar
  • New UI: LINK Document Woodford
  • New UI – Hubs: LINK Document Woodford
  • New UI – Flexible forms: LINK Document Woodford
Invoice
A specific CRM entity.
  • Add a new invoice: LINK Document Resco Mobile CRM App
  • Edit invoices: LINK Document Resco Mobile CRM App
  • View the details of an invoice: LINK Document Resco Mobile CRM App
  • Get products from an opportunity to an invoice: LINK Document Resco Mobile CRM App
  • Set invoice to paid or canceled: LINK Document Resco Mobile CRM App

J

JavaScript
A programming language commonly used in web development.
  • Expanded JavaScript capabilities: LINK Webinar
  • JSBridge improvements: LINK Webinar
  • Form Rules and Javascript: LINK Webinar
  • New JSBridge functions – post save: LINK Webinar
  • HTML UI and Javascript additions – UI replacement, create Detail items: LINK Webinar
  • JSBridge: LINK Webinar
  • Offline HTML and JavaScript: LINK Document Woodford
  • JSBridge Guide: LINK Document
  • Javascript Bridge reference: LINK Document

K

Nothing yet (Check back in the future, we're constantly updating the Glossary)

L

Label
Description of an item.
  • Version labels of Resco Mobile CRM: LINK Blog
  • How to create labels with more information than just a subject: LINK Blog
Language and localization
The method of human communication, either spoken or written, consisting of the use of words in a structured and conventional way.
Displayed UI interface in a selected language.
  • Language utilization in Resco Mobile CRM: LINK Blog
  • Mutating a language: LINK Blog
  • Localization approach for entering the placeholder text: LINK Blog
  • Localization of sync errors: LINK Webinar
  • Localizations: LINK Document Woodford
  • Form item’s icon and name changes: LINK Document Woodford
  • Setup – Language: LINK Document Resco Mobile CRM App
Lead
A specific CRM entity.
  • Leads – Switch to a map view: LINK Document Resco Mobile CRM App
  • Add a new lead: LINK Document Resco Mobile CRM App
  • Edit leads: LINK Document Resco Mobile CRM App
  • Browse the details of a lead: LINK Document Resco Mobile CRM App
  • Qualify or disqualify a lead: LINK Document Resco Mobile CRM App
License
It typically provides end users with the right to one or more copies of the software without violating copyrights. The license also defines the responsibilities of the parties entering into the license agreement and may impose restrictions on how the software can be used.
  • Making sure that the test organization uses only the predefined number of licenses: LINK Blog
  • License assignment: LINK Blog
Limitations
Set boundaries for what is possible to do with an item or data.
  • Mobile CRM limits – Performing an application test run: LINK Blog
  • Mobile CRM limits: LINK Blog
List
Either another name for the Second view tab or a way for the displaying of the set of data.
  • Utilizing Next Wide option on list views: LINK Blog
  • Setting up flexible list view design: LINK Blog
  • List improvements: LINK Webinar
  • Responsive list design: LINK Webinar
  • List images: LINK Webinar
  • Multiselect, list export: LINK Webinar
  • Ability to sort and filter records on a list: LINK Webinar
  • Clickable cells on a list: LINK Webinar
  • Editable list: LINK Webinar
  • Document sources, integration with Dropbox and Google Drive, list of documents, media tab: LINK Webinar
  • Lists/Views, changing list background color: LINK Webinar
  • Data images on Lists/Views: LINK Webinar
  • Images on Lists/Views, Images on Forms: LINK Webinar
  • Add new records via lists: LINK Webinar
  • Setup – List buttons: LINK Document Resco Mobile CRM App
  • View – Editable field (editable list): LINK Document Woodford
  • Responsive View/List: LINK Document Woodford
  • Automatic List/View headers: LINK Document Woodford
  • List/View footer: LINK Document Woodford
  • Form – Additional options for associated lists: LINK Document Woodford
  • List/View picture from Note: LINK Document Woodford
  • Default and Editable List/View Images: LINK Document Woodford
Location tracking
Tracking the location of devices with Resco mobile app in real time. Part of Resco Routes.
Log
A regular or systematic record of incidents or observations.
  • How to send a log from Resco Mobile CRM App: LINK Document
  • How to send a log from Woodford: LINK Document
Login
Sign in to the app. Providing credentials for authentication purposes.
  • Multifactor authenticator for Resco Mobile CRM login: LINK Blog
  • Custom app login image: LINK Webinar
  • Setup – Sync login (Background sync): LINK Document Resco Mobile CRM App

M

Manager
One of user roles.
Map
A diagrammatic representation of an area of land or sea showing physical features, cities, roads, etc.
An interactive map shows your records, like Accounts, Contacts and Leads.
  • Map-related planning capabilities: LINK Blog
  • Account filtering according to the map location: LINK Blog
  • Map prerequisites: LINK Webinar
  • Out-of-the-box map features: LINK Webinar
  • Map capable view: LINK Webinar
  • Custom map pins: LINK Webinar
  • Geocoding: LINK Webinar
  • Multiple dashboards, Maps and Calendars with additional functions: LINK Webinar
  • Customizable map styles: LINK Webinar
  • Initial map position and zoom: LINK Webinar
  • Map in Resco Mobile CRM: LINK Document Resco Mobile CRM App
  • Enabling the map: LINK Document Resco Mobile CRM App
  • Filtering and searching within the map: LINK Document Resco Mobile CRM App
  • Current map location: LINK Document Resco Mobile CRM App
  • Satellite vs. aerial map view: LINK Document Resco Mobile CRM App
  • Accounts – switch to a map view: LINK Document Resco Mobile CRM App
  • Contacts – Switch to a map view: LINK Document Resco Mobile CRM App
  • Leads – Switch to a map view: LINK Document Resco Mobile CRM App
  • Setup – Map and dashboard: LINK Document Resco Mobile CRM App
  • Offline maps – Configuration in MAPBOX: LINK Document
  • View – Add image, add map pin: LINK Document Woodford
  • Form – Map frame: LINK Document Woodford
  • Global maps: LINK Document Woodford
  • Offline maps: LINK Document Woodford
  • Custom map pins: LINK Document Woodford
  • Appointments on global map: LINK Document Woodford
Memory
Capacity for storing information.
  • Memory limitations of Mobile CRM: LINK Blog
Mobile reports
In Mobile reports section, user can create reports, that can be accessed by user in Mobile CRM app and these reports are running directly in Mobile CRM app, and can be running in full offline mode (without access to CRM server), as it uses Mobile CRM data in offline mode. In online mode, it of course uses direct CRM server’s data.
Mobile Reports can be set to run on any CRM entity, for single record, or for group of records (using MultiSelect on View).
  • See also REPORT
  • Setting up reports: LINK Blog
  • Resco Mobile Reports: LINK Webinar
  • Mobile reports: LINK Document Woodford
Monitor
Displaying of the relevant data.
  • Route Planner’s monitor: LINK Blog
Multi-factor
Displaying of the relevant data.
  • See also LOGIN
  • Multi-factor authentication: LINK Blog
Municipality
City officials or council members working with a CS solution, mostly handling incident classification and management.

N

Notes
Specific CRM entity that serves as an attachment storage.
You can find the Notes tab in the bottom panel of an account’s form. Here you can attach notes related to the Account. For example, tap on the photo button in the upper right corner to take a picture or record a video and save it. Or tap on the “+” button in the upper right corner to create a note with a description and attach a signature to it (you can draw on the screen here).
  • Sync of notes and cloud documents: LINK Webinar
  • Account’s Notes tab: LINK Document Resco Mobile CRM App
  • List/View picture from Note: LINK Document Woodford
  • Edit Form picture from Note: LINK Document Woodford
Notification
A message that is automatically sent to user to tell him there has been activity in an app.
Navigation
The process or activity of accurately ascertaining one's position and planning and following a route.
  • Navigation (tablets): LINK Document Resco Mobile CRM App
  • Navigation (smartphones): LINK Document Resco Mobile CRM App

O

Offline (mode)
The application stores the Dynamics CRM data in the local database of your device. If you don’t have internet connection, you will still be able to access your data. The changes that you make (create new account, edit order, delete contact etc.) will be reflected on your Dynamics CRM server after you synchronize the app.
  • Offline HTML, text editor in Woodford, drag&drop: LINK Webinar
  • Data access & Offline HTML: LINK Webinar
  • What is Offline HTML: LINK Webinar
  • Online mode and Offline mode: LINK Webinar
  • Preview offline changes: LINK Webinar
  • Showcase – Rich offline mobility on Force.com with Resco: LINK Webinar
  • Online/Offline mode: LINK Document Resco Mobile CRM App
  • Offline HTML and JavaScript: LINK Document Woodford
  • Debugging an Offline HTML solution: LINK Document
Offline maps
Locally stored maps.
  • Offline maps & call screen for Android: LINK Webinar
  • Offline maps (iOS): LINK Webinar
  • Offline maps – Configuration in MAPBOX: LINK Document
  • Offline maps: LINK Document Woodford
On can execute
On Can Execute rule defines when the command will be available for user. In this rule user specifies in what situation user can see and use the command, so they can hide a command in situation, when the command’s action is not suitable.
  • Form – On can execute examples: LINK Document Woodford
Online (mode)
You always access real-time data from your CRM server. Any change you make (create new account, edit order, delete contact etc.) is instantly reflected on your CRM server as well. Active mobile Internet connection or WiFi is necessary.
  • Scribe Online: LINK Blog
  • Online mode and Offline mode: LINK Webinar
  • Online/Offline mode: LINK Document Resco Mobile CRM App
  • Setup – Online mode: LINK Document Resco Mobile CRM App
Opportunity
Specific CRM entity.
  • Add a new opportunity: LINK Document Resco Mobile CRM App
  • Edit opportunities: LINK Document Resco Mobile CRM App
  • Browse the details of an opportunity: LINK Document Resco Mobile CRM App
  • Convert opportunity to won or closed: LINK Document Resco Mobile CRM App
  • Get products from an opportunity to an invoice: LINK Document Resco Mobile CRM App
  • Get products from an opportunity to an order: LINK Document Resco Mobile CRM App
  • Get products from an opportunity to quote draft: LINK Document Resco Mobile CRM App
Order
Specific CRM entity and sorting.
  • Add a new order: LINK Document Resco Mobile CRM App
  • Edit orders: LINK Document Resco Mobile CRM App
  • View details of an order: LINK Document Resco Mobile CRM App
  • Get products from an opportunity to an order: LINK Document Resco Mobile CRM App
  • Complete an order: LINK Document Resco Mobile CRM App

P

Parent
Record that that serves as a source of data that can be inherited by related/associated records.
  • Not inheriting changes from parent project: LINK Blog
  • Parent project and project hierarchy: LINK Blog
  • Displaying values from parent entity on a child form: LINK Blog
Password
A string of characters that allows access to a computer, interface, or system.
  • Providing an alternative to the password: LINK Blog
  • Setup – Save password: LINK Document Resco Mobile CRM App
Performance
A task or operation seen in terms of how successfully it is performed.
  • Downloader performance: LINK Blog
Phone
A telephone.
  • Expression for adding the phone number: LINK Blog
  • Phone contacts import: LINK Blog
  • Phone contact integration: LINK Webinar
  • Setup – Phone app: LINK Document Resco Mobile CRM App
Phone call
Specific CRM entity.
  • Phone call tracking: LINK Blog
Placeholder
Placeholder text means, that when a field is empty, it contains a text that gives a hint to users, what to enter there, or some specific instructions. Once user taps on the field to enter data there, the placeholder text is cleared.
  • Using placeholder text for better understanding of what needs to be provided as an input: LINK Blog
  • Creating record from lookup, quote revision, placeholder text: LINK Webinar
  • Form – Placeholder text: LINK Document Woodford
Planner Controller
Planner Controller is a part of the Resco Mobile CRM. It helps the Schedule Manager manage the people working in the field during the day/week, it oversees the free resources and helps to manage their work out of office.
Planner Controller provides a graphical overview of task scheduling for each resource, history of the performed tasks, the ability to set only resources from the selected regions or only with the required skills, the ability to set optimization of existing tasks by automation and many other features.
  • Using Planner controller: LINK Document Field Service
  • Planner controller and Field Service: LINK Document Woodford
Plugin
A plug-in module or plug-in software.
Portal
Data access service.
Print
To make a copy of by impressing paper against an inked printing surface, to publish in print.
  • How to print from your iPhone, iPad or Android phone/tablet: LINK Blog
  • Work with documents in Resco Mobile CRM: LINK Blog
Product
Specific CRM entity.
  • View the details of a product: LINK Document Resco Mobile CRM App
  • Add or edit products: LINK Document Resco Mobile CRM App
  • Get products from an opportunity to an order: LINK Document Resco Mobile CRM App
  • Get products from an opportunity to an invoice: LINK Document Resco Mobile CRM App
  • Get products from an opportunity to quote draft: LINK Document Resco Mobile CRM App
Project
Set of customizations defining Resco Mobile CRM app.
In the main menu, user can manage the selected project, or create new one using the New button.
  • Restore view of a child project if changes were made by accident: LINK Blog
  • What to do when project changes are not reflected in the Resco Mobile CRM app: LINK Blog
  • How to utilize project hierarchy in Woodford: LINK Blog
  • How to create Sales, Field Service and Inspection mobile projects for Salesforce: LINK Blog
  • New project template: LINK Webinar
  • Creating a Customization (Mobile Project): LINK Webinar
  • Creating a Mobile Project: LINK Webinar
  • Mobile Projects: LINK Document Woodford
  • Creating a customization: LINK Document Woodford
  • Publishing a project: LINK Document Woodford
  • External(Portal) User project: LINK Document Woodford
Project hierarchy
User can also set parent/child relation to projects. Child project will inherit all changes to parent project except of the parts changed in the child project directly.
  • Utilizing project hierarchy in Woodford: LINK Blog
  • Project hierarchy implementation: LINK Webinar
  • Project hierarchy: LINK Document Woodford
Project publishing
A process of making a project available for mobile CRM application customization.
In order to get changes made in a project to apply to Mobile CRM application, user needs to publish the project. Publishing means that the project changes, made until the Publish or Publish All command is clicked, are used to change the looks and functionality of the Mobile CRM application. These changes are applied on Mobile CRM app after its synchronization, performed after publishing the project changes.
  • Publish All Projects button: LINK Webinar

Q

Questionnaire
A set of questions for obtaining statistically useful or personal information from individuals.
  • Attaching Signature to Questionnaire Report: LINK Blog
  • How to dynamically filter Questionnaire templates on the Appointment entity form based on Appointment Type: LINK Blog
  • Entity Notification Workflow: LINK Document
  • Inspection Designer Manual (Questionnaire chapters): LINK Document
QR code
A type of 2D bar code that is used to provide easy access to information through a smartphone.
  • QR code for quick login: LINK Blog
Quote
Specific CRM entity.
  • Add a new quote: LINK Document Resco Mobile CRM App
  • Edit quotes: LINK Document Resco Mobile CRM App
  • Browse the details of a quote: LINK Document Resco Mobile CRM App
  • Get products from an opportunity to quote draft: LINK Document Resco Mobile CRM App
  • Activate a quote: LINK Document Resco Mobile CRM App
  • Set a quote to won or closed: LINK Document Resco Mobile CRM App

R

Record
A single item in an entity.
  • Reactivating inactive records: LINK Blog
  • Setting up reports: LINK Blog
  • Keeping track of record changes: LINK Blog
  • How Resco handles Salesforce Record Types for you – including multiple layout support: LINK Blog
  • Ability to sort and filter records on a list: LINK Webinar
  • Creating record from lookup, quote revision, placeholder text: LINK Webinar
  • Copy attributes from related record: LINK Webinar
  • Add new records via lists: LINK Webinar
  • Filtering of records: LINK Document Resco Mobile CRM App
  • Searching for records: LINK Document Resco Mobile CRM App
  • Setup – Max sync records: LINK Document Resco Mobile CRM App
  • Setup – Record quality (iOS only): LINK Document Resco Mobile CRM App
  • Record – deep link: LINK Document Woodford
Report
Document generated from CRM data.
In Mobile reports section, user can create reports, that can be accessed by user in Mobile CRM app and these reports are running directly in Mobile CRM app, and can be running in full offline mode (without access to CRM server), as it uses Mobile CRM data in offline mode. In online mode, it of course uses direct CRM server’s data.
Mobile Reports can be set to run on any CRM entity, for single record, or for group of records (using MultiSelect on View).
  • Setting up Mobile Report: LINK Blog
  • Attaching documents to CRM records: LINK Blog
  • Running an SSRS report via Resco Mobile CRM app: LINK Blog
  • Attaching Signature to Questionnaire Report: LINK Blog
  • Resco Mobile Reports: LINK Webinar
  • Offline Reports: LINK Webinar
  • Offline Reports – overview: LINK Webinar
  • Mobile Reports: LINK Document Woodford
Resolution
The number of pixels (individual points of color) contained on a display monitor, expressed in terms of the number of pixels on the horizontal axis and the number on the vertical axis.
The action of solving a problem or contentious matter.
Responsive
Adaptive.
In order to use larger screens on tablets (or phones with large screens), it is possible to adjust the view design to be more responsive, i.e. to use the screen more effectively.
  • Responsive list design: LINK Blog
  • Next Wide option on list views to efficiently display information across various screen sizes: LINK Blog
  • Responsive list design: LINK Webinar
  • Responsive View/List: LINK Document Woodford
Route planning
Route planning allows users (or the manager) to use Mobile CRM app to create a daily route.
  • Route Planner: LINK Blog
  • Salesforce Route Planning for Sales and Service Field agents: LINK Blog
  • Redesigned route planner: LINK Webinar
  • Route Plan improvements, selecting fields used for filtering: LINK Webinar
  • Route planning events: LINK Webinar
  • Route planning – use case in application, Woodford setup: LINK Webinar
  • Route planning: LINK Document Woodford
Row script
Set of conditions and steps defining the visual and functional aspect of a view.
Using Woodford, user can change the row’s design. Such as changing of its background or highlighting of specific records.
  • Row scripts for color coding: LINK Blog
  • Row scripts: LINK Document Woodford
Rule
Set of conditions and steps defining the visual and functional aspect of a form.
  • Setting up form rules: LINK Blog
  • Utilizing form rules to load information from any entity on forms: LINK Blog
  • View rule in calendar: LINK Webinar
  • Calendar – rules: LINK Document Woodford

S

Salesforce
A global web-based software and cloud computing company best known for its customer relationship management (CRM) product.
  • Salesforce Route Planning for Sales and Service Field agents: LINK Blog
  • How Resco handles Salesforce Record Types for you – including multiple layout support: LINK Blog
  • The endless configuration possibilities with Salesforce data – for phones and tablets: LINK Blog
  • CRM FAQs – Get your answers about Resco for Salesforce: LINK Blog
  • Salesforce Mobility and Security – When the user’s PIN is simply not enough: LINK Blog
  • How to build apps on Force.com effortlessly (while saving money): LINK Blog
  • How to create Sales, Field Service and Inspection mobile projects for Salesforce: LINK Blog
  • Showcase – Rich offline mobility on Force.com with Resco: LINK Webinar
  • Connecting Resco Mobile CRM App to Salesforce: LINK Document
  • Woodford Quick Guide for Salesforce: LINK Document
SAP
A German software company whose products allow businesses to track customer and business interactions. SAP is especially well-known for its Enterprise Resource Planning (ERP) and data management programs. SAP is an acronym for Systems, Applications and Products.
  • Integration of SAP ERP and Resco Mobile CRM: LINK Blog
Scheduler
User (role) managing the schedule of other users, assigning jobs or visits.
Scheduling
Process of resource planning.
Planner Controller provides a graphical overview of task scheduling for each resource, history of the performed tasks, the ability to set only resources from the selected regions or only with the required skills, the ability to set optimization of existing tasks by automation and many other features.
  • Scheduling system for city officials: LINK Blog
  • Scheduling view: LINK Document Field Service
  • WorkOrder schedule colors: LINK Document Field Service
  • Hide/Show weekends, completed and canceled WorkOrder schedules: LINK Document Field Service
  • WorkOrder schedule editing (drag&drop): LINK Document Field Service
  • WorkOrder schedule editing (edit dialog): LINK Document Field Service
  • WorkOrder schedule editing (form): LINK Document Field Service
  • WorkOrder schedule automatization: LINK Document Field Service
  • WorkOrder schedule automatization (manual): LINK Document Field Service
  • WorkOrder schedule automatization (semi-automatic): LINK Document Field Service
  • WorkOrder schedule automatization (automatic): LINK Document Field Service
  • WorkOrder schedule violations: LINK Document Field Service
Scribe
Scribe Online is a cloud-based platform that enables the integration of the applications, data services, systems and databases, including CRM and ERP. By using this platform, SAP ERP has been integrated with Resco Mobile CRM.
  • Scribe Online as a platform housing Resco CRM Connector: LINK Blog
Search
To look into or over carefully or thoroughly in an effort to find or discover something.
You can use the search functionality in all entities except for a dashboard view. You can find the search bar at the top of each view (slide downwards for iOS devices or tap the search button represented as magnifying glass icon). Search is dynamic, meaning that the Mobile CRM app will show temporary search results according to the string that you have typed in.
  • Utilizing Global Search: LINK Blog
  • Simplified Advanced Find: LINK Webinar
  • Customizable search view: LINK Webinar
  • Global search: LINK Webinar
  • Filtering and searching within the map: LINK Document Resco Mobile CRM App
  • Searching for records: LINK Document Resco Mobile CRM App
  • Advanced Find: Private view
  • View – Edit search: LINK Document Resco Mobile CRM App
  • Search view: LINK Document Resco Mobile CRM App
Section
Part of an edit form separated by two spacers. (top and bottom).
  • Dynamically displaying fields and sections: LINK Blog
Security
Device control: Woodford section that shows the list of devices that are synchronized with your CRM and additional information about the State (Ok, Locked, and Wiped), Device ID, Device OS, and Version of the Mobile CRM installed on the device, Lock, Wipe and Force Full Sync checkboxes, User name that was used for the last synchronization and the date of the last synchronization.
Server
A computer in a network that is used to provide services (such as access to files or shared peripherals or the routing of email) to other computers in the network.
  • Creating a test organization on the same server that runs the live system: LINK Blog
  • CRM server access: LINK Webinar
  • Setup – Change server: LINK Document Resco Mobile CRM App
  • Integrating external marketing services with Resco Cloud’s Resco CRM Server: LINK Document
  • SharePoint integration server side prerequisites (Dynamics CRM): LINK Document Woodford
Service
An act of assistance.
A system supplying a public need such as transport, communications, or utilities such as electricity and water. A public department or organization run by the state.
Settings
Section of Woodford specifying its default behavior.
  • Configuring fingerprint sign-in in settings of the mobile client: LINK Blog
  • Settings: LINK Document Woodford
Setup
Setup screen was designed to set up the appearance and functions of the Resco Mobile CRM application.
  • Setup screen, login, Exchange contacts, sync info on Home screen: LINK Webinar
  • Setup screen: LINK Document Resco Mobile CRM App
  • Setup – Turn on/off standard entities: LINK Document Resco Mobile CRM App
  • Setup – Online mode: LINK Document Resco Mobile CRM App
  • Setup – Auto sync: LINK Document Resco Mobile CRM App
  • Setup – Call import (Android only): LINK Document Resco Mobile CRM App
  • Setup – Map and dashboard: LINK Document Resco Mobile CRM App
  • Setup – List Buttons: LINK Document Resco Mobile CRM App
  • Setup – Max attachment size: LINK Document Resco Mobile CRM App
  • Setup – Max sync records: LINK Document Resco Mobile CRM App
  • Setup – Sync login (Background sync): LINK Document Resco Mobile CRM App
  • Setup – Save password: LINK Document Resco Mobile CRM App
  • Setup – Use CRM email: LINK Document Resco Mobile CRM App
  • Setup – Use reminders: LINK Document Resco Mobile CRM App
  • Setup – Language: LINK Document Resco Mobile CRM App
  • Setup – Phone app: LINK Document Resco Mobile CRM App
  • Setup – Display density (Android only): LINK Document Resco Mobile CRM App
  • Setup – Private views: LINK Document Resco Mobile CRM App
  • Setup – Change server: LINK Document Resco Mobile CRM App
  • Setup – Delete data: LINK Document Resco Mobile CRM App
  • Setup – Home realm: LINK Document Resco Mobile CRM App
  • Setup – Web service: LINK Document Resco Mobile CRM App
  • Setup – Max image size (iOS only): LINK Document Resco Mobile CRM App
  • Setup – Record quality (iOS only): LINK Document Resco Mobile CRM App
  • Setup – Private calendars: LINK Document Resco Mobile CRM App
Shared variable
Specific value that can be used across the whole edit form (rules, command rules, JavaScript).
  • Using shared variables to dynamically show/hide fields and sections: LINK Blog
  • Using shared variables to dynamically show/hide fields: LINK Blog
  • Extended form rules – Load fetch, shared variables, reload list/IFrame: LINK Webinar
SharePoint
SharePoint is a web-based, collaborative platform that integrates with Microsoft Office.
  • SharePoint integration: LINK Webinar
  • Documents on DropBox, Google Drive and SharePoint: LINK Document Woodford
  • SharePoint integration server side prerequisites (Dynamics CRM): LINK Document Woodford
  • SharePoint integration: LINK Document Woodford
Signature
A person's name written in a distinctive way as a form of identification in authorizing a cheque or document or concluding a letter.
  • Capturing a signature in Resco Mobile CRM: LINK Blog
  • Attaching Signature to Questionnaire Report: LINK Blog
  • Email viewing, editing and tracking, signature, emails for tracked entities: LINK Webinar
  • Universign support: LINK Webinar
Skype
Skype is a voice over Internet Protocol (VoIP) software application used for voice, video and instant messaging communications. Skype software allows user to make calls, video calls or engage in chat over the Internet. Unlike other similar services, Skype calls use peer-to-peer technology rather than the client-server system.
  • Using Skype for calls: LINK Blog
Storage
A process through which digital data is saved within a data storage device by means of computing technology. Storage is a mechanism that enables a computer to retain data, either temporarily or permanently.
Storage may also be referred to as computer data storage or electronic data storage.
  • Document storage and safety: LINK Blog
  • Mobile CRM data storage: LINK Blog
Styles
Set of functional and visual field settings.
It is possible to change or add a style using the Edit Styles button on the Toolbar.
The editor enables user to change the default styles, or adding new styles, that can be then assigned to fields on views. The styles are global, for all fields on views, so if user changes a style that is assigned to multiple fields, even to a view on a different entity, these changes are also applied to these fields. Also, it does not matter in which view the Style Editor is opened and edited in.
  • Customizable map styles: LINK Webinar
  • View style editor: LINK Document Woodford
  • Changing style on view dynamically: LINK Document Woodford
  • Form style editor: LINK Document Woodford
Synchronization
  • Resolving sync conflicts: LINK Blog
  • When changes aren’t applied after synchronization: LINK Blog
  • Synchronization – deep dive: LINK Blog
  • Resco Mobile CRM and data synchronization (Full and incremental sync): LINK Blog
  • Setup screen, login, Exchange contacts, sync info on Home screen: LINK Webinar
  • Synchronization filters: LINK Webinar
  • Incremental sync filter LINK Webinar
  • How to synchronize a device: LINK Document Resco Mobile CRM App
  • Sync troubleshooting: LINK Document Resco Mobile CRM App
  • Setup – Auto sync: LINK Document Resco Mobile CRM App
  • Setup – Max sync records: LINK Document Resco Mobile CRM App
  • Setup – Sync login (Background sync): LINK Document Resco Mobile CRM App
  • Synchronization Guide for Resco Mobile CRM App: LINK Document
  • Resco CRM sync (copy Microsoft Dynamics CRM organization to Resco CRM, and keep them synchronized)
  • Setting up a sync filter: LINK Document Woodford
  • Linked sync filters (Dyn CRM): LINK Document Woodford
  • External document sync filter options: LINK Document Woodford
  • Fine-tuning the sync downloader: LINK Document
Sync Dashboard
Sync Dashboard is a tool that helps you monitor how your app and its users behave in terms of synchronization.
  • Introducing Sync Dashboard: LINK Blog
Sync login
Settable option in the Setup menu, represented by a button. If this button is switched off, the sync pop-up window won’t be displayed each time you will sync your app. The app will do the background sync and you will still be able to use your app even while it synchronizes with your CRM server.
  • Setup – Sync login (Background sync): LINK Document Resco Mobile CRM App

T

Task
Specific CRM entity or duty.
  • Managing staff tasks: LINK Blog
Technician
User (role) performing a service job (maintenance, repair, inspection) and tracking the progress in mobile app.
  • Mobile app for contractors/service technicians: LINK Blog
Template
Template defines, whether user wants to use the Default project, the app like the Out-Of-The-Box-One, to start customizing, or an extended version, where a lot of additional features are already implemented.
  • How to dynamically filter Questionnaire templates on the Appointment entity form based on Appointment Type: LINK Blog
  • New project template: LINK Webinar
Testing
The process or method of finding error/s in a software application or program so that the application functions according to the end user's requirement is called software testing.
  • Performing an application test run: LINK Blog
  • How to create a copy of your production CRM database for testing: LINK Blog
Tracking
The act or process of following something or someone.
Troubleshooting
A systematic approach to problem solving that is often used to find and correct issues with complex machines, electronics, computers and software systems.
  • What to do when project changes are not reflected in the Resco Mobile CRM app: LINK Blog
  • Sync troubleshooting: LINK Document Resco Mobile CRM App

U

Update
Process of installing the latest version.
  • New version update numbering: LINK Blog
User
Entity that has authority to use an application, equipment, facility, process, or system, or one who consumes or employs a good or service to obtain a benefit or to solve a problem, and who may or may not be the actual purchaser of the item.
  • Boosting user experience: LINK Blog
  • Keeping track of the changes made by external users: LINK Blog
  • User licenses: LINK Blog
  • User management, encryption: LINK Webinar
  • New User Interface: LINK Webinar
  • Mobile Users: LINK Document Woodford
  • External (Portal) User project: LINK Document Woodford

V

Validate
Demonstrate or support the truth or value of.
  • Use regular expressions in form rules to validate field input: LINK Blog
  • Editable lists validation: LINK Webinar
  • Error messages/Validation: LINK Webinar
Variable
A characteristic, number, or quantity that increases or decreases over time, or takes different values in different situations.
Two basic types are Independent variable: that can take different values and can cause corresponding changes in other variables, and Dependent variable: that can take different values only in response to an independent variable.
  • Data and used variables for mobile report: LINK Blog
Verification
The process of establishing the truth, accuracy, or validity of something.
  • Verification by using a signature: LINK Blog
Version
In the About screen you can check which app version you are currently using.
  • Version number: LINK Blog
View
Definition of a way to display CRM records to user.
  • Picking views to search through: LINK Blog
  • Utilize Next Wide option on list views: LINK Blog
  • Calendar views and labels: LINK Blog
  • Document viewing: LINK Blog
  • Setting up flexible list view designs: LINK Blog
  • Changing the names of views: LINK Blog
  • Adding a new custom entity, enabling a field, creating a view and new edit form: LINK Webinar
  • Map capable view: LINK Webinar
  • Lists/Views, changing list background color: LINK Webinar
  • Configuration of associated views: LINK Webinar
  • View Rule in Calendar: LINK Webinar
  • Flexible Forms in Woodford, Views: LINK Webinar
  • Creating a new custom entity, Enabling of the fields, Creating a view: LINK Webinar
  • Additional filter for associated views and lookup fields: LINK Webinar
  • Data images on Lists/Views: LINK Webinar
  • Images on Lists/Views, Images on forms: LINK Webinar
  • Satellite vs. aerial map view: LINK Document Resco Mobile CRM App
  • Switch calendar views: LINK Document Resco Mobile CRM App
  • Accounts – switch to a map view: LINK Document Resco Mobile CRM App
  • View the account details: LINK Document Resco Mobile CRM App
  • Contacts – Switch to a map view: LINK Document Resco Mobile CRM App
  • View the contact details: LINK Document Resco Mobile CRM App
  • Leads – Switch to a map view: LINK Document Resco Mobile CRM App
  • View the details of an order: LINK Document Resco Mobile CRM App
  • View the details of an invoice: LINK Document Resco Mobile CRM App
  • View the details of a product: LINK Document Resco Mobile CRM App
  • View the details of a case: LINK Document Resco Mobile CRM App
  • Setup – Private views: LINK Document Resco Mobile CRM App
  • Scheduling view: LINK Document Field Service
  • Day view: LINK Document Field Service
  • Week view: LINK Document Field Service
  • Views: LINK Document Woodford
  • Creating a public view: LINK Document Woodford
  • View binding: LINK Document Woodford
  • View style editor: LINK Document Woodford
  • Additional view configuration: LINK Document Woodford
  • View – Buttons: LINK Document Woodford
  • View – Edit filter: LINK Document Woodford
  • View – Edit sort: LINK Document Woodford
  • View – Edit search: LINK Document Woodford
  • View – Multiselect: LINK Document Woodford
  • View – Add image, add map pin: LINK Document Woodford
  • View – Sort fields and filter fields: LINK Document Woodford
  • View – Date fields: LINK Document Woodford
  • Multiple views: LINK Document Woodford
  • Advanced view features: LINK Document Woodford
  • Changing style on view dynamically: LINK Document Woodford
  • View – Editable field (editable list): LINK Document Woodford
  • View – Clickable field: LINK Document Woodford
  • View – Iframe: LINK Document Woodford
  • Search view: LINK Document Woodford
  • Responsive View/List: LINK Document Woodford
  • Automatic List/View headers: LINK Document Woodford
  • List/View footer: LINK Document Woodford
  • Calendar – Views: LINK Document Woodford
  • List/View picture from Note: LINK Document Woodford
  • Default and editable List/View images: LINK Document Woodford
  • Entity image on View: LINK Document Woodford

W

Web
The common name for the World Wide Web, a subset of the Internet consisting of the pages that can be accessed by a Web browser.
  • Web portal – Adxstudio: LINK Blog
  • Setup – Web service: LINK Document Resco Mobile CRM App
  • Resco CRM integration with other back-end systems using web services: Resco CRM Connector
Woodford
Essential part of Resco Mobile CRM solution used as customization, user management and device management tool.
  • Using Woodford to add search bar: LINK Blog
  • Reactivating records in Woodford: LINK Blog
  • Restoring the view of a child project in Woodford: LINK Blog
  • Setting up Next Wide option in Woodford: LINK Blog
  • Setting up form rules in Woodford to make fields required: LINK Blog
  • Setting up mobile reports in Woodford: LINK Blog
  • Creating flexible view designs in Woodford: LINK Blog
  • Configuring customized Mobile CRM dashboards for various user roles in Woodford: LINK Blog
  • Choosing from 16 languages in Woodford: LINK Blog
  • Changing Save button functionality in Woodford: LINK Blog
  • Utilizing project hierarchy in Woodford: LINK Blog
  • Mobile license assignment in Woodford: LINK Blog
  • Offline HTML, text editor in Woodford, drag&drop: LINK Webinar
  • Introduction to Woodford: LINK Webinar
  • Creating a Customization (Mobile Project): LINK Webinar
  • Adding a new custom entity, enabling a field, creating a view and new edit form: LINK Webinar
  • Synchronization filters: LINK Webinar
  • Flexible Forms in Woodford, Views: LINK Webinar
  • Introduction to Woodford, standalone, managed solution: LINK Webinar
  • Creating a Mobile Project: LINK Webinar
  • Creating a new custom entity, Enabling of the Fields, Creating a View: LINK Webinar
  • Online mode and Offline mode: LINK Webinar
  • Security roles: LINK Webinar
  • Woodford Quick Guide for Salesforce: LINK Document
WorkOrder
Specific CRM entity.
  • WorkOrder schedule colors: LINK Document Field Service
  • Hide/Show weekends, completed and canceled WorkOrder schedules: LINK Document Field Service
  • WorkOrder schedule editing (drag&drop): LINK Document Field Service
  • WorkOrder schedule editing (edit dialog): LINK Document Field Service
  • WorkOrder schedule editing (form): LINK Document Field Service
  • WorkOrder schedule automatization: LINK Document Field Service
  • WorkOrder schedule automatization (manual): LINK Document Field Service
  • WorkOrder schedule automatization (semi-automatic): LINK Document Field Service
  • WorkOrder schedule automatization (automatic): LINK Document Field Service
  • WorkOrder schedule violations: LINK Document Field Service

X

XML
A metalanguage which allows users to define their own customized markup languages, especially in order to display documents on the Internet.