Glossary

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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.
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: Accounts, contacts, and leads 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
  • Working with activities Resco Mobile CRM App
  • Create new appointment or service activity in calendar: LINK Webinar Resco Mobile CRM App
  • Social – Activity feeds
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 an 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
  • Opportunities, quotes, orders, and invoices
  • Appointments on global map 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 a 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 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. 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.
  • Business Intelligence, funnel chart: LINK Webinar
  • Business Rules: LINK Webinar
  • Business Process Flow: Make certain business processes available on mobile CRM app.
  • Form rules: Add business logic to your forms. Woodford
  • Offline HTML with Javascript: Option for advanced business logic scenarios. Woodford
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: Each row in a view can include buttons for quick actions, for example Call or Email. Resco Mobile CRM App
  • Form – Edit commands: Available commands
  • Form – Custom commands: Custom commands
  • Form buttons

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.
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.
  • You can add new cases, edit them, view the details, or resolve them.
Charts
Charts can be used in two cases. Users 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
  • Dashboard – Charts
Chat
Communication channel
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.
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.
Command rules
Business logic describing when a 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 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
To add a picture to a custom item, you can use the default directories, or you can create your own Directory, where you 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.
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 Resco Mobile CRM App
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.

E

Edit
To modify an item.
Editors
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
  • Configure: Exchange, Google, attachments
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 a 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 Resco Mobile CRM App
  • Managing home screen entities: Home screen Woodford
  • Entity images
  • Entity notification workflow
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 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.

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
  • Managing fields in app projects
  • View – Sort fields and filter fields
  • View – Date fields
  • View – Editable field (editable list)
  • View – Clickable field
Field service
A business process that deals with technicians visiting a customer and performing a service for them.
File
A collection of data, programs, etc. stored in a computer's memory or on a storage device under a single identifying name.
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.
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.
Footer
Bottom part of list/view that contains a summary.
Form
A form contains fields that describe a specific record that users 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.
Form rules
Form rules are a pseudo-scripting language (conditional formatting) that allows user to create conditions and steps to be performed.
  • Rules editor: rules overview
  • Command editor including rule examples
  • 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
Full sync
Full or 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.
Global
Relating to or encompassing the whole of something, or of a group of things.
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
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 Google Drive and other document servers
  • Google mail integration

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: Enable them on the Properties pane of your view.
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.
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
  • Debugging offline HTML
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

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
  • Form – IFrame
Image
A graphical representation of the external form of a person or a thing.
  • Project images are related to your app project. They include icons and other static images used in your app.
  • Entity images are related to a particular record in your database, such as the photos of your contacts or signatures on an order.
  • 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
  • Setup – Max image size (iOS only)
  • Custom map pins
Import
To introduce an item from a different place or context.
Copying selected data into app.
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 third 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 – Hubs
  • New UI – Flexible forms
Invoice
A specific CRM entity.

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
  • Resco_JavaScript_Bridge
  • 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.
Lead
A specific CRM entity.
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.
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: Send log
  • How to send a log from Woodford: Send log
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)

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.
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 a single record, or for a group of records (using MultiSelect on View).
  • See also REPORT
  • Setting up reports: LINK Blog
  • Resco Mobile Reports: LINK Webinar
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
Annotations or Notes are a specific CRM entity that serves as attachment storage for Resco Cloud and Dynamics backends. For Salesforce, attachments are usually stored in the ContentVersion entity. See Images for more information.
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
Notification
A message that is automatically sent to users to inform them about activity in an app.
Navigation
The process or activity of accurately ascertaining one's position and planning and following a route.

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 maps
Locally stored maps.
  • Offline maps & call screen for Android: LINK Webinar
  • Offline maps (iOS): LINK Webinar
On can execute
The On Can Execute rule defines when a command is available in the app. In this rule, specify in what situation can users see and use the command so that the command is hidden in situations when the command’s action is not suitable.
Online (mode)
You always access real-time data from your backend server. Any change you make (create a new account, edit an order, delete a contact, etc.) is instantly reflected on your backend server as well. An active mobile internet connection or Wi-Fi is necessary.
Opportunity
Specific CRM entity.
Order
Specific CRM entity. For information about sorting, see Sorting

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 Resco Mobile CRM App
Performance
A task or operation seen in terms of how successfully it is performed.
Phone
A telephone.
  • Expression for adding the phone number: LINK Blog
  • Phone contacts import: LINK Blog
  • Phone contact integration: LINK Webinar
  • Setup – Phone app 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 the 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
Planner Controller
Renamed to Schedule Board.
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.
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
  • Publishing app projects
  • External(Portal) User project
Project hierarchy
You can set parent/child relation to projects. Child projects inherit all changes from their parent except the parts changed in the child directly.
  • Utilizing project hierarchy in Woodford: LINK Blog
  • Project hierarchy implementation: LINK Webinar
Project publishing
A process of making a project available for mobile CRM application customization.
To get changes made in an app project to apply to users and their Resco mobile apps, you must 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.
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.

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 Resco Mobile CRM App
  • Searching for records Resco Mobile CRM App
  • Setup – Max sync records Resco Mobile CRM App
  • Setup – Record quality (iOS only) Resco Mobile CRM App
  • Record – deep link
Report
Document generated from CRM data.
Using Report Designer you can create report templates, that can be accessed by users in Resco mobile apps. These reports run directly in the app, even in offline mode (without access to backend 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 a single record, or for a 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
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
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
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.
Rule
Set of conditions and steps defining the visual and functional aspect of a form.

S

Salesforce
A global web-based software and cloud computing company, best known for its customer relationship management (CRM) product.
  • Salesforce - the primary source of information about the integration of Resco and Salesforce
  • Getting started with Salesforce
  • Salesforce FAQ
  • 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
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.
Schedule Board 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
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.
Section
Part of an edit form separated by two spacers. (top and bottom).
  • Dynamically displaying fields and sections: LINK Blog
Security
Each part of the Resco solution is designed with a particular focus on security. Read our Security Guide for more information.
  • Wiki articles related to security Wiki
  • 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.
  • Introducing another security layer: LINK Blog
  • Device security management: LINK Blog
  • Salesforce Mobility and Security – When the user’s PIN is simply not enough: LINK Blog
  • Enhanced security (TouchID): LINK Webinar
  • Security policy: LINK Webinar
  • Security roles: LINK Webinar
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.
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.
  • Settings in Woodford
  • Configuring fingerprint sign-in in settings of the mobile client: LINK Blog
Setup
The Setup screen serves to set up the appearance and functions of the Resco mobile apps.
  • Setup screen, login, Exchange contacts, sync info on Home screen: LINK Webinar
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
  • SharePoint integration
  • SharePoint integration server side prerequisites (Dynamics CRM)
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
Sorting
In many situations when working with CRM records, you might want to change their order, i.e., sort them.
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
Synchronization
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): 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.

U

Update
Process of installing the latest version.
  • New version update numbering: LINK Blog
User
An entity that has the 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.

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 users.
  • 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

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.
Woodford
The essential part of Resco Mobile CRM solution used for designing app projects, 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
WorkOrder
Specific CRM entity, often used in Schedule Board.

X

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