Changes

Line 1: Line 1: −
Users of [[Resco Mobile CRM]] and other Resco mobile apps can configure some aspects of their mobile app. This configuration is usually available from the home screen by tapping '''Setup'''.
+
Users of [[Resco Mobile CRM]] and other [[Resco mobile apps]] can configure some aspects of their mobile app. This configuration is usually available from the home screen by tapping '''Setup''' or '''Settings'''.
   −
Your [[Woodford]] administrator can make some of the parameters unavailable in the app (using [[Configuration]]), or even [[Home_screen#Editing_home|remove]] the Setup item from the menu.
+
Not all configuration parameters are available on all platforms. Also, your [[Woodford]] administrator can make some of the parameters unavailable in the app (using [[Configuration]]), or even [[Home_screen#Editing_home|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. Restart the application to make the changes active. Some configuration changes might additionally require a fresh synchronization.
+
== Using setup ==
 +
 
 +
[[File:Setup or settings screen.png|350px|right]]
 +
* The configuration parameters are organized into multiple logical blocks. Scroll down to the section that's important for you. Or type a few letters of the parameter name into the search bar to filter the entries.
 +
* Modify the settings as needed and tap the '''Save''' icon in the top right corner. Restart the application to make the changes active. Some configuration changes might additionally require a fresh synchronization.
 +
* The Setup screen also allows you to access the [[Resco_Mobile_CRM#About|About]] screen. Tap the (i) button.
    
== Accounts ==
 
== Accounts ==
Line 10: Line 15:     
Displays the synchronization window. You can review or modify the details of your current user and organization, or even start synchronization from here directly.
 
Displays the synchronization window. You can review or modify the details of your current user and organization, or even start synchronization from here directly.
 +
 +
=== App ===
 +
 +
Switch to a different app project available for the currently logged-in user.
    
=== SharePoint, Dropbox, OneDrive, Box ===
 
=== SharePoint, Dropbox, OneDrive, Box ===
Line 25: Line 34:  
=== DocuSign ===
 
=== DocuSign ===
   −
Configure your connection to DocuSign server. For more information, read how to [https://blog.resco.net/2018/05/02/please-sign-here-add-legally-binding-digital-signatures-to-forms-with-universign-integration/ add legally-binding digital signatures to forms]. {{Badge|Blog}}
+
Configure your [[DocuSign integration|connection to DocuSign server]]. For more information, read how to [https://blog.resco.net/2018/05/02/please-sign-here-add-legally-binding-digital-signatures-to-forms-with-universign-integration/ add legally-binding digital signatures to forms]. {{Badge|Blog}}
    
== Network ==
 
== Network ==
Line 51: Line 60:     
=== Use Fingerprint ===
 
=== Use Fingerprint ===
 +
 +
When enabled, on app start, the app requires that you log in using the fingerprint saved in your device. You can cancel the touch sensor and provide the password instead. See also a [https://blog.resco.net/2017/12/20/access-the-resco-mobile-client-effortlessly-with-your-fingertip/ blog post] explaining this use case in more detail. {{Badge|Blog}}
    
== Appearance ==
 
== Appearance ==
* Language
+
* Language – Change the language of the app (see [[list of supported languages]]). By default it is set to Automatic, this means the app uses the language of your mobile device. Only languages added to the project/organization using [[localization]] are displayed.
* New Form UI
+
* New Form UI – Use [[flexible form]] view to display forms, instead of the tabbed view.
* Private Views
+
* Private Views – If you created and saved your [[View#Private_views|Private Views]] with Advanced Find, you can clone, delete, edit, or rename them here.
* Max Image Size
+
* Max Image Size – Default / 640 x 480 / 1024 x 768 / 1600 x 1200 / 2048 x 1536 / 2592 x 1936
* Record Quality
+
* Record Quality – Select the quality of videos stored in notes: Low / Medium / High
* List Buttons
+
<!-- * List Buttons – Turn ON or OFF the default buttons such as Edit, More, Call or Email.    (function removed in release 13, actually controls the behavior - View#Buttons, there's a woodford configuration with same effect. might be reintroduced for ios/android)-->
 
* Map
 
* Map
 +
* Show Map
 +
* Download Offline Maps
 +
* Remove Offline Maps
 
* Dashboard
 
* Dashboard
* Change List
+
* Change List – Add a new temporary item called [[Change List]] to your [[home screen]]. It allows you to display records changed in the local database on the device, waiting for synchronization.
* Design Dashboards
+
* Design Dashboards – Design your own [[dashboard]] directly in the app.
* Private Charts
+
* Private Charts - Design your own [[chart]] directly in the app.
* AutoFormGrid
+
* AutoFormGrid – The minimum width in pixels after which a form switches to the [[Form#Displaying_multiple_fields_per_row|automatic grid mode]].
 +
* Display Density – Set up the resolution (DPI) for your Android device (tablet or smartphone) – from Low to Extra Extra High.
 +
* [[Voice control|Voice Control]] – Enable to control your app by voice.
    
== PIM ==
 
== PIM ==
* Send Invites
+
* Call Via
* Use Reminders
+
* Navigate To
 +
* Personal Contacts
 +
* Personal Calendars
 +
* Send Invites – Generate [[Exchange#Send_invitations|Exchange meeting invitations]] from your appointments
 +
* Use Reminders – If this is set to ON, your mobile device will show you reminders of your upcoming CRM activities.
 
* Send Email Via
 
* Send Email Via
* HTML Emails
+
** '''Device App''': send mail using the default mail app installed on your device
* Signature
+
** '''CRM Server''': send mail via the CRM server
 +
** Alternatively, if you have enabled integration with third party mail services, such as Google or Exchange, you can use those services.
 +
* HTML Emails – Show emails as HTML or plain text. (Applies to CRM emails where HTML wasn’t stripped off. Google, Exchange, and Salesforce emails are always shown as HTML.)
 +
* Signature – Enter a text signature for your emails.
 
* Exchange Folder
 
* Exchange Folder
 
* Show Images
 
* Show Images
* Mark Email Read
+
* Mark Email Read – Number of seconds to wait before an email is marked as read (-1 for never).
    
== Advanced ==
 
== Advanced ==
Line 83: Line 106:     
=== UseSystemOAuth ===
 
=== UseSystemOAuth ===
 +
If set to true (default), application will use system browser (Edge for Windows, Chrome for Android, Safari for iOS devices) which shares cache and cookies with Resco Mobile CRM app, which in return allows you to pick device-stored credentials to log in with.
 +
 +
If set to false, the app will use the internal browser (application infrastructure) when logging in.
    
=== Web Service ===
 
=== Web Service ===
 
* '''Auto''' – standard setting
 
* '''Auto''' – standard setting
 +
* '''Crm4'''
 
* '''Crm2011'''
 
* '''Crm2011'''
 
* '''Xrm''' – if you have issues with synchronization, choose the Xrm option
 
* '''Xrm''' – if you have issues with synchronization, choose the Xrm option
Line 114: Line 141:  
Resco mobile apps always use a published project of the [[App_projects#Project_properties|highest priority suitable for their security role]]; and AppFolder does not modify this behavior. You need to use a different user (or a wholly different organization) to connect to other projects.
 
Resco mobile apps always use a published project of the [[App_projects#Project_properties|highest priority suitable for their security role]]; and AppFolder does not modify this behavior. You need to use a different user (or a wholly different organization) to connect to other projects.
   −
* If you want to add a project, set AppFolder to a unique value, for example TestProject, save the configuration, and restart the app. [[Connecting to CRM|Connect to the project]]; it will be saved to the folder specified.
+
If you want to add a project:
* If you want to switch to a different project, change AppFolder to a value that you previously used for a project.
+
# Set '''AppFolder''' to a unique value, for example, ''TestProject''.
 +
#: Do not use spaces or characters that cannot be used in folder names. Excluded characters depend on your device OS.
 +
# Confirm the app folder name:
 +
#* On Windows computers, press '''Enter''' on the keyboard.
 +
#* On Android device, tap the magnifying glass icon on the on-screen keyboard.
 +
#* On iOS, tap '''return''' on the on-screen keyboard.
 +
# Save the configuration and restart the app.
 +
# [[Connecting to CRM|Connect to the project]]; it will be saved to the folder specified.
   −
Do not use spaces or characters that cannot be used in folder names. Excluded characters depend on your device OS.
+
If you want to switch to a different project:
 +
# Change '''AppFolder''' to a value that you previously used for a project.
 +
# Save the configuration and restart the app.
    
The AppFolder parameter is available on all platforms. For Windows apps, you can alternatively use the [[command line options|command line option]] <code>-r</code> to achieve similar effect.
 
The AppFolder parameter is available on all platforms. For Windows apps, you can alternatively use the [[command line options|command line option]] <code>-r</code> to achieve similar effect.
 +
 +
See also [https://www.youtube.com/watch?v=zw4bO9I3hvg a short demonstration of this functionality on YouTube]. {{Badge|Webinar}}
    
=== Client Certificate ===
 
=== Client Certificate ===
    
=== PinnedCertificates ===
 
=== PinnedCertificates ===
 +
 +
=== RFID Device ===
 +
 +
External RFID scanners can be paired with Android devices via Bluetooth and provide data for the Resco Mobile CRM application.
    
[[Category:Resco Mobile CRM]]
 
[[Category:Resco Mobile CRM]]