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Glossary

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

Admin Console

Admin Console is a server administration center for the backend configuration. Recommended only for administrators; use it to manage users, import data, create entities, fields, and much more.

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

AI Image Recognition

Resco can integrate with Azure's Custom Vision service to classify images. This essentially allows functions similar to barcode scanning - except you don't need barcodes!

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

API calls

An application programming interface (API) is a communication protocol or interface between client and server computers. When a client device requests data from the server, this is called an API call.

App Configurator

Resco App Configurator or Woodford is a browser-based configuration tool for building and managing app projects using the Resco platform. It also allows you to manage connected mobile devices and licenses.

App folder

Resco Mobile CRM saves all metadata and data of an app project to a local folder on your device. You can use the parameter App Folder to specify the folder. This allows you to have multiple customizations (app projects) installed on a single device in parallel; in different folders. You can then simply modify the App Folder to quickly change to a different organization/user/project, without lengthy full sync.

App projects

An app project is a customized version of the mobile application dedicated to a particular set of users. Or more precisely, the application remains the same, but each project may have a different set of data and functions available.

  • App projects  Wiki

  • For more information about the project hierarchy, please check this section of one of our webinars: LINK  Webinar

  • For information about the child project's parts, whether they are inherited or changed in the child project, please check this additional webinar: LINK  Webinar

  • Woodford project hierarchy: 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.

Barcode scanning

Barcodes and QR codes are methods of representing data in a visual, machine-readable form. Barcode scanning is a must-have feature for many field sales scenarios.

Blob storage

Database space can be expensive. In Resco Cloud, you can use external storage for binary documents to save database space and money.

Branding (section)

Woodford section for setting custom info about the application such as manufacturer, title, website or support email.   Woodford

Bulk update

Bulk update of records is a feature of Resco mobile apps that allows you to modify selected fields for multiple records at once. App users can select the records on a view, start the bulk update command, enter the desired values, and save them to all selected records.

Business Central

Microsoft Dynamics 365 Business Central is an enterprise resource planning system from Microsoft. The product is part of the Microsoft Dynamics family.

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

Business Process Flow

This article is about mirroring business process flows from Dataverse in Resco mobile apps. For information about defining client process flows without any backend dependency, see Process.

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

Calculated fields

Calculated fields are entity fields that derive their value from other fields.

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.

Capsules

For these cases, you can now design capsules, fill them with various Resco components, and easily deploy them to another organization.

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

Client portal

Customer portals are special app projects that are available as a web app in a browser. A portal doesn't serve the employees of your organization - it serves your customers (defined in the contact entity).

Deprecated. This product has reached end of life. The documentation remains available to support existing projects, but is unlikely to change.

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.

  • 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

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

Conflict resolution

A synchronization conflict comes into play when users modify a record in the Resco Mobile CRM application in offline mode, but before they synchronize the change, the same record is also altered on the backend server. In other words - the same record gets updated both in the mobile client and on the server, but neither of these modifications has been yet synchronized between them.

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.

Dot notation

When working with Woodford and many other content tools, you often need to exactly identify a field in an entity, or a certain property of an object. We're using the dot notation to identify these.

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.

Duplicate detection

The purpose of duplicate detection is to discover duplicate records.

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.

Entities

In CRM, entities are the fundamental building blocks that model and manage business data, similar to tables in a database. Common examples include Accounts, Contacts, Leads, and Opportunities.

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.

Events and reminders

Integration of events and reminders allows you to set up interactions between the calendar on your device and the calendar in the app.

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

Favorites

Favorites are an optional component in Resco mobile apps. App users can mark records as their favorite.

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

FetchXML

FetchXML is a proprietary data query language used for Dynamics CRM server. It is only used for querying data from the server, you cannot perform create, update, or delete operations using FetchXML.

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.

  • See also Document

  • Working with the files: LINK  Blog

File column

File columns on Dataverse are a type of table column that can hold binary data. Since release 16.0, file columns can be also used in Resco mobile apps.

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.

Flexible form

Forms are one of the components of mobile apps. Flexible forms (also known as "cards layout" or "new form UI") offer an alternate rendering of forms.

Changed in release 19.1. Flexible forms and the tabbed interface have been combined into a single form pages system, and the option to switch between them has been removed.

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.

Geofencing

Geofencing is a location-based service in which a software application uses GPS to trigger a pre-programmed action when a mobile enters or exits a virtual boundary set up around a geographical location, known as a geofence.

Global

Relating to or encompassing the whole of something, or of a group of things.

Global constants

Woodford administrators can define project-specific constants. These can then be used in the business logic throughout the app project.

Global map

The Map function is available from the Home screen of Resco Mobile CRM app. Entities that have GPS coordinates can be displayed on the map.

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

Guides

Resco Guides is a workforce knowledge management software by Resco.

Deprecated. Resco Guides has reached end of life. Since release 19.0 it is no longer possible to create guides in the app; the documentation remains available to support existing projects.

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.

  • 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  Resco Mobile CRM App

  • View – Editable field (editable list)

  • [[View#Responsive_view_.2F_list|Responsive View/List

  • Automatic List/View headers

  • List/View footer

  • Form – Additional options for associated lists

Live preview

Live preview mode lets app makers design better-looking app projects faster. As soon as you save the project in Woodford, user interface changes become immediately visible in a linked Resco Mobile CRM instance.

Location Monitor

The Location Monitor is a tool for managers and an important part of Resco Routes. It provides an efficient way to keep track of the field team's current location in real time.

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

Microsoft Fabric

Microsoft Fabric is a unified data analytics platform that provides tools for data movement, processing, ingestion, transformation, real-time event routing, and report generation.

Mobile App Development Toolkit

Resco Mobile App Development Toolkit (a.k.a. the Resco platform) is a no-code toolkit for building responsive and resilient mobile business applications for Microsoft Power Platform, Dynamics 365, Dataverse, and Salesforce.

Now called Resco Mobile Platform. The toolkit is documented under its current name; this entry is kept for readers who meet the older name.

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

MSAL authentication

Since release 17.1, Resco Mobile CRM supports authenticating with Azure AD using the Microsoft Authentication Library (MSAL). MSAL integrates with v2.0 endpoints of Azure AD API (rather than the v1.0 endpoints used before).

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

NFC

Near-field communication (NFC) is a set of communication protocols for communication between two electronic devices over a very short distance.

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

OAuth

OAuth (Open Authorization) is an open standard for access delegation, commonly used as a way for internet users to grant websites or applications access to their information on other websites but without giving them the passwords.

OCR

Optical character recognition (OCR) converts image to text.

OData service

Resco OData v4 service is a web API that can be used to exchange data between Resco Cloud and other servers. Resco offers many integration options; see Resco CRM Connector to learn about our API interfaces and see Integration for additional options.

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

Offline HTML is a flexible way to extend Resco mobile apps. You can add specially crafted HTML pages to your mobile project and these can be used for online and offline. When we say HTML pages, this is not restricted to .html files! You can also include JavaScript files, cascading style sheets, images, custom fonts, etc.

  • Offline HTML  Wiki

  • Offline HTML in Resco Mobile CRM - Part 1/2 (Intro): LINK  Webinar

  • Offline HTML in Resco Mobile CRM - Part 2/2 (Data Access): LINK  Webinar

  • Find your Contacts on LinkedIn: LINK  Blog

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

Organization ID

Resco Support or Resco Sales departments may ask you for your organization ID. This ID serves as a unique internal identifier of your organization in Resco and is necessary for activities such as licensing.

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.

Power Automate

Power Automate is a Microsoft service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more. Power Automate can be used to connect a Resco Cloud organization with other CRM/ERP backend systems, such as Microsoft Dynamics 365 Business Central.

Power BI

Power BI is a business analytics service by Microsoft. It can be used along with the Resco platform.

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

Private view

A view is a part of Resco mobile apps that displays lists of entity records. App administrators can design views for the users using Woodford, but app users can also create and manage their own custom views directly in their apps.

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

Questionnaire Designer

Questionnaire Designer, also called Inspections Designer is a web application that runs in a web browser. It is one of the main components of Resco Inspections that allows users to build questionnaires in a data-driven user interface.

  • Questionnaire Designer  Wiki

  • See this blog for tips how to speed up the setup of questionnaires using snippets: LINK  Blog

  • Quick guide to versioning and folders: LINK  Blog

  • How to dynamically filter questionnaire templates on the appointment entity form: LINK  Blog

  • Configuration: LINK  Webinar

  • Smart default in action: LINK  Webinar

  • A closer look: 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

Report Designer

Report Designer is a tool available to CRM administrators that allows you to design custom mobile report templates. The template is then saved in your CRM as a record and it can be used across all mobile projects in your organization.

Resco Academy

Resco Academy is virtual learning environment provided by Resco for its customers and partners. It offers courses about Resco technology, in two categories: general and technical.

Resco Agents

Resco Agents connects your AI assistant directly to your Resco Mobile CRM project. Instead of describing what you want and hoping the AI guesses correctly, it gives the AI precise access to your real configuration - forms, views, workflows, sync filters, sync logs, Dataverse metadata, and JSBridge documentation - so it can understand, explain, and help you modify your app with confidence.

Resco Cloud

Resco Cloud is a Microsoft Azure-based database server that can be used with Resco Mobile CRM. It is one of components of the Mobile App Development Toolkit.

  • Resco Cloud  Wiki

  • How to add a new user: LINK  Webinar

  • How to reset a user password: LINK  Webinar

  • How to delete a user: LINK  Webinar

Resco Docs+

Resco Docs+ is a managed solution that showcases Resco's document generation on the Power Platform. Combine data from Dataverse, virtual tables, and field data to create invoices, contracts, reports, etc.

Resco Field Sales

Resco Field Sales provides offline mobility to your sales solutions built on top of Microsoft Dynamics 365 Sales or Salesforce Sales Cloud. It allows your salespeople to connect with your customers in remote areas or locations with high security where internet connectivity is limited.

Resco Field Service

You can enhance Microsoft Dynamics 365 Field Service with Resco technology to leverage the superior flexibility and mobility of Resco Mobile CRM app and benefit from many additional features like Inspections or Routes.

  • Resco Field Service  Wiki

  • Field Service 2.0: LINK  Webinar

  • Field Service project: LINK  Webinar

  • Resco vs. Power Apps: LINK  Webinar

  • Mobile options for Microsoft Dynamics 365 Field Service: LINK  Webinar

Resco Forms+

Resco Forms+ is a former managed solution for Power Platform. It is superseded by Resco Forms.

Superseded by Resco Forms. Resco Forms+ is a former managed solution for Power Platform and is kept here for readers who meet the older name.

Resco Inspections

The Resco Inspections application is a multi-platform mobile app that helps staff to execute inspections and fill out questionnaires in the field. It is a part of Resco Inspections solution.

Resco JavaScript Bridge

Resco JavaScript Bridge (also known as JSBridge) is a part of the Resco Mobile CRM application (client application) which offers interaction of custom HTML pages with the client application. It provides an API for accessing/modifying the data and controlling the user interface components from within the JavaScript.

  • Resco JavaScript Bridge  Wiki

  • Offline HTML in Resco Mobile CRM - Part 1/2 (Intro): LINK  Webinar

  • Offline HTML in Resco Mobile CRM - Part 2/2 (Data Access): LINK  Webinar

Resco managed package

Resco managed package extends Salesforce server portal with Inspections features. You can create questionnaires using the Resco Inspections Lightning App.

Resco MCP server

An MCP server, based on the Model Context Protocol, is a program that provides AI models (like LLMs) with secure, standardized access to external tools, data, and actions to extend their capabilities beyond their training data.

Resco Mobile CRM

Resco Mobile CRM application allows you to access your CRM data on the go. Connect directly to Microsoft Power Platform (with or without Microsoft Dynamics 365 business apps), Salesforce, or Resco Cloud.

  • Resco Mobile CRM  Wiki

  • Watch a short video on how to switch between the online and offline mode: LINK  Webinar

  • Learn what dashboards can do by watching this short video: LINK  Webinar

  • Watch this video to get more details on filtering and searching within the map: LINK  Webinar

  • Master the calendar by watching this video: LINK  Webinar

  • We explain the switchable views here: LINK  Webinar

Resco Mobile Platform

Resco Mobile Platform, or simply the Resco platform, is a no-code toolkit for building responsive and resilient mobile business applications for Microsoft Power Platform, Dynamics 365, Dataverse, and Salesforce.

Resco Power Components

Resco Power Components is a set of custom code components (PCFs) for model-driven applications developed by Resco. It enables developers and consultants to speed up and simplify building of applications for Microsoft Power Platform.

Deprecated. This product has reached end of life. The documentation remains available to support existing projects, but is unlikely to change.

Resco Routes

Resco Routes is a solution that enables businesses to keep up with their field staff and manage their work seamlessly, thanks to quick planning, scheduling and live resource tracking. Furthermore, it also lets field workers easily access their assignments and share the latest updates.

Note. The standalone Resco Routes mobile app is discontinued and can no longer be downloaded from the app stores; use Resco Mobile CRM instead, which is functionally equivalent. The Resco Routes solution described here is not affected.

Resco Steps+

Resco Steps+ is a model-driven app available in the Resco Guides managed package. It showcases Resco's workforce knowledge management software on the Power Platform.

Resco Suite

Resco Suite is a managed solution for Microsoft Power Platform. It extends your Microsoft Dynamics/Dataverse/Power Platform with Resco features.

Resco Sync Engine

The Resco Sync Engine keeps data on mobile devices consistent with the backend server. It is what makes Resco mobile apps work offline - and what makes them stay fast and responsive once they're back online.

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

Results Viewer

Results Viewer is one of the components of Resco Inspections. This browser-based tool aimed at questionnaire administrators displays a list of completed and in-progress questionnaires.

RFID

RFID (Radio-Frequency Identification) technology enables mobile CRM users to automatically identify, track, and manage physical assets and inventory by reading electronic tags wirelessly. When integrated with Resco mobile apps, RFID scanning transforms field workflows - replacing slow, error-prone manual data entry with instantaneous, bulk-capable tag reads directly linked to CRM records.

Route plan

Route planning allows users (or their manager) to use Resco mobile apps to create a daily route. It is similar to the global map in that it displays a map and a list of entities, such as contacts or accounts.

  • Route plan  Wiki

  • Few sample rules are described in a webinar: LINK  Webinar

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.

  • 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

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

Schedule Board

Schedule Board, also called Scheduler, is one of the main components of Resco Routes and Resco Inspections. It provides a drag-and-drop interface for managing the people working in the field.

Maintenance mode. Schedule Board remains available and supported but is no longer developed, and will receive no further enhancements.

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 records

Many backend servers have ways to share particular records with other users or organizations. The exact implementation is backend-specific. Sharing makes accessible the records which are normally invisible to the current user.

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

SmartSync

SmartSync is a partial, background, usually incremental sync.

Sorting

In many situations when working with CRM records, you might want to change their order, i.e., sort them.

Speech to text

Modern mobile devices natively support the speech-to-text features. Such features can also be used in Resco Mobile CRM.

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

Sync Errors

When synchronizing their app, users can run into synchronization errors. Most often, these are synchronization conflicts or upload errors.

Sync Filter

Synchronization filters define what data from the server is replicated in the Resco Mobile CRM application after a synchronization. Filters are defined in Woodford; each entity for each app project can have custom settings.

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

Synchronization steps

This is a technical description of the steps that are performed during a synchronization. Knowing the steps involved in synchronization can help you to more easily understand and solve any potential issues that you can encounter.

T

Task

Specific CRM entity or duty.

  • Managing staff tasks: LINK  Blog

TDS

According to Microsoft documentation, the Tabular Data Stream (TDS) protocol is an application-level protocol used to transfer requests and responses between clients and database server systems.

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

Theme

The default colors in the Resco Mobile CRM app can be modified by tweaking the theme. This allows you to apply your corporate colors to the app.

Timeline

The timeline is one of the building blocks of Resco mobile apps. Add the timeline to your forms to display related records from multiple entities in chronological order.

Tracking

The act or process of following something or someone.

  • Location tracking and Location Monitor

  • Tracking the employee’s activities: LINK  Blog

  • Phone call tracking: LINK  Blog

  • Sending tracked emails: LINK  Blog

  • Email viewing, editing and tracking, signature, emails for tracked entities: LINK  Webinar

Tree view

Tree view is one of the building blocks of Resco mobile apps. This special view displays records from multiple entities organized in a tree-like fashion.

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

Virtual table

Virtual tables (also known as virtual entities) enable the integration of data residing in external systems by seamlessly representing that data as tables in Microsoft Dataverse, without replication of data and often without custom coding.

Voice control

Voice control is available on Android devices. On the device, make sure to enable Voice Control and Text-to-Speech features.

  • Voice control  Wiki

  • Feature introduction and demo: LINK  Webinar

  • Talk to your Resco apps: LINK  Blog

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  Resco Mobile CRM App

  • Resco CRM integration with other back-end systems using web services: Resco CRM Connector

Webhook

Several Resco Cloud APIs support webhooks. A create, update, or delete operation on the server can trigger a callback to a URL of your choosing.

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

Woodford CLI

Woodford CLI is a command-line tool that allows you to manipulate app projects on remote Resco Cloud or Power Platform servers. It provides commands that speed up the deployment of Woodford projects.

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.

XrmToolBox

XrmToolBox is a free Windows application that provides a set of tools to simplify your work with the Dynamics backend server (or any similar backend based on Dataverse).

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