Setup

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Users of Resco Mobile CRM and other Resco mobile apps can configure some aspects of the mobile app. This configuration is usually available from the home screen by tapping Setup.

Your Woodford administrator can make some of the parameters unavailable in the app (using Configuration), or even remove the Setup item from the menu.

The configuration parameters are organized into multiple sections. Modify them as needed and tap the save icon in the top right corner.

Accounts

  • CRM
  • Google
  • SharePoint
  • Exchange
  • Dropbox
  • OneDrive
  • Box
  • DocuSign

Network

  • Online Mode
  • Auto Sync
  • Sync Login
  • Save Password

Appearance

  • Language
  • New Form UI
  • Private Views
  • Max Image Size
  • Record Quality
  • List Buttons
  • Map
  • Dashboard
  • Change List
  • Design Dashboards
  • Private Charts
  • AutoFormGrid

PIM

  • Send Invites
  • Use Reminders
  • Send Email Via
  • HTML Emails
  • Signature
  • Exchange Folder
  • Show Images
  • Mark Email Read

Advanced

  • Home Realm
  • ADFS Username
  • UseSystemOAuth
  • Web Service
  • Delete Data
  • Max Attachment Size
  • Max Sync Records
  • Diag. Sync Log
  • Entity
  • AppFolder
  • Client Certificate
  • PinnedCertificates