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1,466 bytes added ,  10:22, 18 September 2019
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== A ==
 
== A ==
   −
; {{anchor|About}} About (section)
+
; {{anchor|About}} [[About]] (section)
 
: Woodford section containing basic information about Woodford version, contact info for customer support and info about connected organization and an update button.
 
: Woodford section containing basic information about Woodford version, contact info for customer support and info about connected organization and an update button.
 
:* About: [https://www.resco.net/woodford-user-guide/#__RefHeading__5807_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}
 
:* About: [https://www.resco.net/woodford-user-guide/#__RefHeading__5807_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}
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; {{anchor|Agenda}} Agenda
 
; {{anchor|Agenda}} 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.
+
: 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: [https://blog.resco.net/2017/09/27/quick-trick-for-the-calendar-customize-labels-of-your-activities/ LINK]  {{Badge|Blog}}
 
:* Activity label customization. One of the available views is Agenda: [https://blog.resco.net/2017/09/27/quick-trick-for-the-calendar-customize-labels-of-your-activities/ LINK]  {{Badge|Blog}}
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:* Form – Additional options for associated lists: [https://www.resco.net/woodford-user-guide/#__RefHeading__5869_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Form – Additional options for associated lists: [https://www.resco.net/woodford-user-guide/#__RefHeading__5869_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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; {{anchor|Auditing}} Auditing
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; {{anchor|Auditing}} [[Auditing]]
 
: Tracking of mobile CRM usage among users.
 
: 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.
 
: 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.
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:* Use of Auto List Header to quickly sort records: [https://blog.resco.net/2017/10/16/4-quick-tips-to-boost-your-resco-mobile-crm-user-experience/ LINK]  {{Badge|Blog}}
 
:* Use of Auto List Header to quickly sort records: [https://blog.resco.net/2017/10/16/4-quick-tips-to-boost-your-resco-mobile-crm-user-experience/ LINK]  {{Badge|Blog}}
   −
; {{anchor|Automatic sync}} Automatic sync
+
; {{anchor|Automatic sync}} [[Automatic synchronization|Automatic sync]]
 
: Performing synchronization without the need to press the sync button.
 
: Performing synchronization without the need to press the sync button.
 
:* How to set up automatic synchronization in Resco’s mobile CRM client: [https://blog.resco.net/2014/08/13/automatic-synchronization/ LINK]  {{Badge|Blog}}
 
:* How to set up automatic synchronization in Resco’s mobile CRM client: [https://blog.resco.net/2014/08/13/automatic-synchronization/ LINK]  {{Badge|Blog}}
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:* How to change the background color and how to set up color coding to automatically change it: [https://blog.resco.net/2015/08/11/conditional-formatting/ LINK]  {{Badge|Blog}}
 
:* How to change the background color and how to set up color coding to automatically change it: [https://blog.resco.net/2015/08/11/conditional-formatting/ LINK]  {{Badge|Blog}}
 
:* Lists/Views, changing list background color: [https://youtu.be/sGdE8xvb92o?t=8m4s LINK]  {{Badge|Webinar}}
 
:* Lists/Views, changing list background color: [https://youtu.be/sGdE8xvb92o?t=8m4s LINK]  {{Badge|Webinar}}
 +
:* [[Style editor|Styles]]: You can use styles to modify colors.
   −
; {{anchor|Branding}} Branding (section)
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; {{anchor|Branding}} [[Branding]] (section)
 
: Woodford section for setting custom info about the application such as manufacturer, title, website or support email.
 
: Woodford section for setting custom info about the application such as manufacturer, title, website or support email.
 
:* Branding: [https://www.resco.net/woodford-user-guide/#__RefHeading__5907_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Branding: [https://www.resco.net/woodford-user-guide/#__RefHeading__5907_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Business logic}} Business logic
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; {{anchor|Business logic}} [[Business logic]]
 
: The part of the program that encodes the real-world business rules that determine how data can be created, stored, and changed.
 
: 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: [https://youtu.be/ws1RbswYfFQ?t=2m44s LINK]  {{Badge|Webinar}}
 
:* Business Intelligence, funnel chart: [https://youtu.be/ws1RbswYfFQ?t=2m44s LINK]  {{Badge|Webinar}}
 
:* Business Rules: [https://youtu.be/kHZPlnvvLQY?t=4m33s LINK]  {{Badge|Webinar}}
 
:* Business Rules: [https://youtu.be/kHZPlnvvLQY?t=4m33s LINK]  {{Badge|Webinar}}
:* Business process flow: [https://www.resco.net/woodford-user-guide/#__RefHeading__5957_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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:* [[Business Process Flow]]: [https://www.resco.net/woodford-user-guide/#__RefHeading__5957_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Form Rules: [https://www.resco.net/woodford-user-guide/#__RefHeading__5859_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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:* [[Form]] Rules: [https://www.resco.net/woodford-user-guide/#__RefHeading__5859_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Offline HTML with Javascript: [https://www.resco.net/woodford-user-guide/#_Toc483816026 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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:* [[Offline HTML]] with Javascript: [https://www.resco.net/woodford-user-guide/#_Toc483816026 LINK]  {{Badge|Document}} {{Badge|Woodford}}
    
; {{anchor|Button}} Button
 
; {{anchor|Button}} Button
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== C ==
 
== C ==
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; {{anchor|Calendar}} Calendar
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; {{anchor|Calendar}} [[Calendar]]
 
: Visualization of time-defined records on a timeline.
 
: 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”).
 
: 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”).
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:* Setup – Call import (Android only): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850998 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Setup – Call import (Android only): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850998 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
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; {{anchor|Execute}} Can execute
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; {{anchor|Execute}} [[Rules editor|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.
 
: 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.
 
:* Can execute example: [https://www.resco.net/woodford-user-guide/#__RefHeading__5867_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Can execute example: [https://www.resco.net/woodford-user-guide/#__RefHeading__5867_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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:* Resolve a case: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850993 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Resolve a case: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850993 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
   −
; {{anchor|Charts}} Charts
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; {{anchor|Charts}} [[Chart]]s
 
: Charts can be used in two cases. User can add a chart to a Dashboard, where they can add the desired chart(s) or flip the list view into a chart view. In case of the Chart view, if user has more charts, they can switch between them just like in case of multiple views.
 
: Charts can be used in two cases. User can add a chart to a Dashboard, where they can add the desired chart(s) or flip the list view into a chart view. In case of the Chart view, if user has more charts, they can switch between them just like in case of multiple views.
 
: User can create more Charts for one entity.
 
: User can create more Charts for one entity.
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:* New chart types and extended options for charts: [https://youtu.be/uocH_yaytq0?t=2m17s LINK]  {{Badge|Webinar}}
 
:* New chart types and extended options for charts: [https://youtu.be/uocH_yaytq0?t=2m17s LINK]  {{Badge|Webinar}}
 
:* HTML5 Charts: [https://youtu.be/MoSkk0uZyc0?t=30m45s LINK]  {{Badge|Webinar}}
 
:* HTML5 Charts: [https://youtu.be/MoSkk0uZyc0?t=30m45s LINK]  {{Badge|Webinar}}
:* Dashboard - Charts: [https://www.resco.net/woodford-user-guide/#__RefHeading__5889_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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:* [[Dashboard]] - Charts: [https://www.resco.net/woodford-user-guide/#__RefHeading__5889_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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; {{anchor|Chat}} Chat
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; {{anchor|Chat}} [[Chat]]
 
: Communication channel
 
: Communication channel
 
:* Chat – survey, notifications, channels, file transfer: [https://youtu.be/VZQMwM0b-N8?t=4m16s LINK]  {{Badge|Webinar}}
 
:* Chat – survey, notifications, channels, file transfer: [https://youtu.be/VZQMwM0b-N8?t=4m16s LINK]  {{Badge|Webinar}}
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:* Chat with multimedia support: [https://youtu.be/boefrMnDlug?t=26m20s LINK]  {{Badge|Webinar}}
 
:* Chat with multimedia support: [https://youtu.be/boefrMnDlug?t=26m20s LINK]  {{Badge|Webinar}}
 
:* Chat: [https://youtu.be/C9dCC9mdyOM?t=10m05s LINK]  {{Badge|Webinar}}
 
:* Chat: [https://youtu.be/C9dCC9mdyOM?t=10m05s LINK]  {{Badge|Webinar}}
:* Social - Chat: [https://www.resco.net/woodford-user-guide/#__RefHeading__5897_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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:* [[Social]] - Chat: [https://www.resco.net/woodford-user-guide/#__RefHeading__5897_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
    
; {{anchor|Checkin}} Check In/Check Out
 
; {{anchor|Checkin}} Check In/Check Out
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; {{anchor|Cloud}} Cloud
 
; {{anchor|Cloud}} 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.
 
: Any of several, often proprietary, parts of the Internet that allow online processing and storage of documents and data as well as electronic access to software and other resources.
:* City Smart Services – a cloud based solution: [https://blog.resco.net/2017/08/23/city-smart-services-powered-by-resco-new-solution-for-municipalities-and-local-governments-available-this-september/ LINK]  {{Badge|Blog}}
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:* [[Resco City Smart Services|City Smart Services]] – a cloud based solution: [https://blog.resco.net/2017/08/23/city-smart-services-powered-by-resco-new-solution-for-municipalities-and-local-governments-available-this-september/ LINK]  {{Badge|Blog}}
 
:* City Smart Services – a cloud based solution: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK]  {{Badge|Blog}}
 
:* City Smart Services – a cloud based solution: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK]  {{Badge|Blog}}
 
:* Resco Cloud Guide: [https://www.resco.net/resco-cloud-guide/ LINK]  {{Badge|Document}}
 
:* Resco Cloud Guide: [https://www.resco.net/resco-cloud-guide/ LINK]  {{Badge|Document}}
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:* Conditional formatting, color coding: [https://blog.resco.net/2015/08/11/conditional-formatting/ LINK]  {{Badge|Blog}}
 
:* Conditional formatting, color coding: [https://blog.resco.net/2015/08/11/conditional-formatting/ LINK]  {{Badge|Blog}}
   −
; Color themes
+
; [[Theme|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.
+
: In Color [[Theme]]s section, user is able to change different colors for the app UI and give Mobile CRM app e.g. corporate branding.
 
:* Color themes: [https://youtu.be/boefrMnDlug?t=5m13s LINK]  {{Badge|Webinar}}
 
:* Color themes: [https://youtu.be/boefrMnDlug?t=5m13s LINK]  {{Badge|Webinar}}
 
:* Color themes: [https://www.resco.net/woodford-user-guide/#__RefHeading__5953_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Color themes: [https://www.resco.net/woodford-user-guide/#__RefHeading__5953_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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:* Conditional visibility: [https://youtu.be/uocH_yaytq0?t=18m15s LINK]  {{Badge|Webinar}}
 
:* Conditional visibility: [https://youtu.be/uocH_yaytq0?t=18m15s LINK]  {{Badge|Webinar}}
   −
; {{anchor|Configuration}} Configuration
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; {{anchor|Configuration}} [[Configuration]]
 
: In the Configuration section user can set some of the Resco Mobile CRM mobile application settings remotely.
 
: In the Configuration section user can set some of the Resco Mobile CRM mobile application settings remotely.
 
:* Configuring the multi-factor authentication: [https://blog.resco.net/2017/08/17/how-to-utilize-dynamics-365crm-onlines-multi-factor-authentication-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Configuring the multi-factor authentication: [https://blog.resco.net/2017/08/17/how-to-utilize-dynamics-365crm-onlines-multi-factor-authentication-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
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:* Inspections and configuration in Dynamics: [https://www.resco.net/woodford-user-guide/#_Toc497124714 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Inspections and configuration in Dynamics: [https://www.resco.net/woodford-user-guide/#_Toc497124714 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Conflict}} Conflict
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; {{anchor|Conflict}} [[Conflict resolution|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.
 
: 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: [https://blog.resco.net/2016/09/07/resolving-sync-conflicts-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* How to resolve sync conflicts in Resco Mobile CRM: [https://blog.resco.net/2016/09/07/resolving-sync-conflicts-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
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:* Creating a customization: [https://www.resco.net/woodford-user-guide/#__RefHeading__5809_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Creating a customization: [https://www.resco.net/woodford-user-guide/#__RefHeading__5809_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Fonts}} Custom fonts
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; {{anchor|Fonts}} [[Style_editor#Custom_fonts|Custom fonts]]
 
: Users are able to change the font they use in their mobile app for any custom font.
 
: 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: [https://blog.resco.net/2019/01/16/quick-tip-how-to-use-custom-fonts-in-your-resco-mobile-application/ LINK]  {{Badge|Blog}}
 
:* How to use custom fonts in your Resco mobile application: [https://blog.resco.net/2019/01/16/quick-tip-how-to-use-custom-fonts-in-your-resco-mobile-application/ LINK]  {{Badge|Blog}}
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; {{anchor|Images}} Custom images
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; {{anchor|Images}} [[Images|Custom images]]
 
: When user wants to add a picture to a custom item, they can use the default directories, or they can create your own Directory, where they can store custom images.
 
: When user wants to add a picture to a custom item, they can use the default directories, or they can create your own Directory, where they can store custom images.
 
:* Adding a custom image: [https://www.resco.net/woodford-user-guide/#__RefHeading__5923_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Adding a custom image: [https://www.resco.net/woodford-user-guide/#__RefHeading__5923_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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== D ==
 
== D ==
   −
; {{anchor|Dashboard}} Dashboard
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; {{anchor|Dashboard}} [[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.
 
: Dashboard views enable user to access the most needed information from various entities in one place. User can add Charts, Views and Iframes there. User can also create more dashboards and place them on the Home separately.
 
:* Personal dashboard creation: [https://blog.resco.net/2016/11/10/create-personal-dashboards-directly-within-the-resco-mobile-crm-app/ LINK]  {{Badge|Blog}}
 
:* Personal dashboard creation: [https://blog.resco.net/2016/11/10/create-personal-dashboards-directly-within-the-resco-mobile-crm-app/ LINK]  {{Badge|Blog}}
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:* Documents in Resco Mobile CRM part 4: [https://blog.resco.net/2017/08/23/documents-in-resco-mobile-crm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-4/ LINK]  {{Badge|Blog}}
 
:* Documents in Resco Mobile CRM part 4: [https://blog.resco.net/2017/08/23/documents-in-resco-mobile-crm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-4/ LINK]  {{Badge|Blog}}
 
:* Work with documents in Resco Mobile CRM: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Work with documents in Resco Mobile CRM: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
:* Document sources, integration with Dropbox and Google Drive, list of documents, media tab: [https://youtu.be/Wad77Ob37gU?t=20m45s LINK]  {{Badge|Webinar}}
+
:* [[Documents|Document sources]], integration with Dropbox and Google Drive, list of documents, media tab: [https://youtu.be/Wad77Ob37gU?t=20m45s LINK]  {{Badge|Webinar}}
 
:* Documents on DropBox, Google Drive and SharePoint: [https://www.resco.net/woodford-user-guide/#_Toc483815991 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Documents on DropBox, Google Drive and SharePoint: [https://www.resco.net/woodford-user-guide/#_Toc483815991 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* External document sync filter options: [https://www.resco.net/woodford-user-guide/#External_Document_Sync LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* External document sync filter options: [https://www.resco.net/woodford-user-guide/#External_Document_Sync LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Document filtering: [https://www.resco.net/support/document-filtering/ LINK]  {{Badge|Document}}
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:* [[Document filters|Document filtering]]: [https://www.resco.net/support/document-filtering/ LINK]  {{Badge|Document}}
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; {{anchor|Dropbox}} Dropbox
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; {{anchor|Dropbox}} [[Dropbox]]
 
: A personal cloud storage service (sometimes referred to as an online backup service) that is frequently used for file sharing and collaboration.
 
: 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: [https://blog.resco.net/2017/08/02/documents-in-resco-mobile-crm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-1/ LINK]  {{Badge|Blog}}
 
:* Documents in Resco Mobile CRM, Dropbox, part 1: [https://blog.resco.net/2017/08/02/documents-in-resco-mobile-crm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-1/ LINK]  {{Badge|Blog}}
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:* Entity image on Edit Form: [https://www.resco.net/woodford-user-guide/#__RefHeading__5989_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Entity image on Edit Form: [https://www.resco.net/woodford-user-guide/#__RefHeading__5989_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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; {{anchor|Email}} Email
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; {{anchor|Email}} [[Email integration|Email]]
 
: A message distributed by electronic means from one computer user to one or more recipients via a network.
 
: A message distributed by electronic means from one computer user to one or more recipients via a network.
 
: Also a CRM entity.
 
: Also a CRM entity.
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; {{anchor|Encryption}} Encryption
 
; {{anchor|Encryption}} Encryption
 
: The process of using an algorithm to transform information to make it unreadable for unauthorized users.
 
: The process of using an algorithm to transform information to make it unreadable for unauthorized users.
:* Device security and data encryption in Resco Mobile CRM: [https://blog.resco.net/2017/03/01/better-safe-than-sorry-device-security-management-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
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:* [[Resco Mobile CRM security|Device security and data encryption in Resco Mobile CRM]]: [https://blog.resco.net/2017/03/01/better-safe-than-sorry-device-security-management-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Data Encryption - Salesforce Mobility and Security – When the user’s PIN is simply not enough: [https://blog.resco.net/2018/08/12/salesforce-mobility-security-2/ LINK]  {{Badge|Blog}}
 
:* Data Encryption - Salesforce Mobility and Security – When the user’s PIN is simply not enough: [https://blog.resco.net/2018/08/12/salesforce-mobility-security-2/ LINK]  {{Badge|Blog}}
 
:* User management, encryption: [https://youtu.be/MuEVr6Qg7ns?t=5m54s LINK]  {{Badge|Webinar}}
 
:* User management, encryption: [https://youtu.be/MuEVr6Qg7ns?t=5m54s LINK]  {{Badge|Webinar}}
   −
; {{anchor|Entity}} Entity
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; {{anchor|Entity}} [[Entity]]
 
: An entity is some unit of data that can be classified and have stated relationships to other entities.
 
: An entity is some unit of data that can be classified and have stated relationships to other entities.
 
: From database point of view, it’s a table where rows represent records and columns represent parameters.
 
: From database point of view, it’s a table where rows represent records and columns represent parameters.
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:* Entity image on Contact Information Form: [https://www.resco.net/woodford-user-guide/#__RefHeading__5987_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Entity image on Contact Information Form: [https://www.resco.net/woodford-user-guide/#__RefHeading__5987_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Entity image on Edit Form: [https://www.resco.net/woodford-user-guide/#__RefHeading__5989_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Entity image on Edit Form: [https://www.resco.net/woodford-user-guide/#__RefHeading__5989_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Entity Notification Workflow: [https://www.resco.net/entity-notification-workflow/ LINK]  {{Badge|Document}}
+
:* [[Entity notification workflow]]: [https://www.resco.net/entity-notification-workflow/ LINK]  {{Badge|Document}}
    
; {{anchor|ERP}} ERP
 
; {{anchor|ERP}} ERP
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; {{anchor|Events}} Events
 
; {{anchor|Events}} Events
 
: A time-defined record that should trigger a reminder.
 
: A time-defined record that should trigger a reminder.
:* Events&Reminders: [https://www.resco.net/woodford-user-guide/#__RefHeading__5945_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[Events and reminders]]: [https://www.resco.net/woodford-user-guide/#__RefHeading__5945_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* CRM events in the personal calendar: [https://www.resco.net/woodford-user-guide/#__RefHeading__5947_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* CRM events in the personal calendar: [https://www.resco.net/woodford-user-guide/#__RefHeading__5947_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
    
; {{anchor|Excel}} Excel
 
; {{anchor|Excel}} Excel
 
: Software produced by Microsoft that allows users to organize, format and calculate data with formulas using a spreadsheet system.
 
: Software produced by Microsoft that allows users to organize, format and calculate data with formulas using a spreadsheet system.
:* One of the supported formats for the Mobile Reports: [https://blog.resco.net/2017/02/22/anatomy-of-a-mobile-report-how-to-set-it-up-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
+
:* One of the supported formats for the [[Report_Designer#Mobile_reports|Mobile Reports]]: [https://blog.resco.net/2017/02/22/anatomy-of-a-mobile-report-how-to-set-it-up-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
   −
; {{anchor|Exchange}} Exchange
+
; {{anchor|Exchange}} [[Exchange]]
 
: A popular e-mail messaging system from Microsoft that runs on Windows servers.
 
: A popular e-mail messaging system from Microsoft that runs on Windows servers.
 
:* Exchange email blending into the CRM: [https://blog.resco.net/2015/11/18/email-integration-in-resco-crm/ LINK]  {{Badge|Blog}}
 
:* Exchange email blending into the CRM: [https://blog.resco.net/2015/11/18/email-integration-in-resco-crm/ LINK]  {{Badge|Blog}}
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:* Use of the regular expressions in form rules to validate field input in Resco Mobile CRM: [https://blog.resco.net/2017/12/06/use-regular-expressions-in-form-rules-to-validate-field-input-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Use of the regular expressions in form rules to validate field input in Resco Mobile CRM: [https://blog.resco.net/2017/12/06/use-regular-expressions-in-form-rules-to-validate-field-input-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
   −
; {{anchor|External}} External (user)
+
; {{anchor|External}} [[External users]]
 
: One of the consumer app scenarios.
 
: One of the consumer app scenarios.
 
:* How to keep track of record changes made by external users: [https://blog.resco.net/2017/02/15/quick-tip-how-to-keep-track-of-record-changes-made-by-external-users/ LINK]  {{Badge|Blog}}
 
:* How to keep track of record changes made by external users: [https://blog.resco.net/2017/02/15/quick-tip-how-to-keep-track-of-record-changes-made-by-external-users/ LINK]  {{Badge|Blog}}
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:* Using Facetime for calling: [https://blog.resco.net/2016/02/10/phone-call-tracking-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Using Facetime for calling: [https://blog.resco.net/2016/02/10/phone-call-tracking-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
   −
; {{anchor|Fetch}} Fetch
+
; {{anchor|Fetch}} [[FetchXML|Fetch]]
 
: Set of instructions sent to the service to collect specific data.
 
: Set of instructions sent to the service to collect specific data.
 
:* Defining Fetch to be used to load data: [https://blog.resco.net/2016/10/19/utilizing-form-rules-to-load-information-from-any-entity-on-forms-e-g-save-changes-only-when-specific-data-is-associated/ LINK]  {{Badge|Blog}}
 
:* Defining Fetch to be used to load data: [https://blog.resco.net/2016/10/19/utilizing-form-rules-to-load-information-from-any-entity-on-forms-e-g-save-changes-only-when-specific-data-is-associated/ LINK]  {{Badge|Blog}}
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:* Fetch conditions from linked entities: [https://youtu.be/sGdE8xvb92o?t=26m8s LINK]  {{Badge|Webinar}}
 
:* Fetch conditions from linked entities: [https://youtu.be/sGdE8xvb92o?t=26m8s LINK]  {{Badge|Webinar}}
   −
; {{anchor|Field}} Field
+
; {{anchor|Field}} [[Field]]
 
: A database record parameter.
 
: 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.
 
: 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.
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:* Global search and search filtering: [https://blog.resco.net/2018/01/24/how-to-set-up-and-utilize-global-search-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Global search and search filtering: [https://blog.resco.net/2018/01/24/how-to-set-up-and-utilize-global-search-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Account filtering according to the location: [https://blog.resco.net/2017/10/30/account-filtering-according-to-the-location/ LINK]  {{Badge|Blog}}
 
:* Account filtering according to the location: [https://blog.resco.net/2017/10/30/account-filtering-according-to-the-location/ LINK]  {{Badge|Blog}}
:* Document filtering: [https://blog.resco.net/2017/08/09/documents-in-mcrm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-2/ LINK]  {{Badge|Blog}}
+
:* [[Document filters|Document filtering]]: [https://blog.resco.net/2017/08/09/documents-in-mcrm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-2/ LINK]  {{Badge|Blog}}
 
:* How to dynamically filter Questionnaire templates on the Appointment entity form based on Appointment Type: [https://blog.resco.net/2019/03/06/how-to-dynamically-filter-questionnaire-templates-on-the-appointment-entity-form-based-on-appointment-type/ LINK]  {{Badge|Blog}}
 
:* How to dynamically filter Questionnaire templates on the Appointment entity form based on Appointment Type: [https://blog.resco.net/2019/03/06/how-to-dynamically-filter-questionnaire-templates-on-the-appointment-entity-form-based-on-appointment-type/ LINK]  {{Badge|Blog}}
 
:* Ability to sort and filter records on a list: [https://youtu.be/ws1RbswYfFQ?t=9m6s LINK]  {{Badge|Webinar}}
 
:* Ability to sort and filter records on a list: [https://youtu.be/ws1RbswYfFQ?t=9m6s LINK]  {{Badge|Webinar}}
 
:* Synchronization filters: [https://youtu.be/pwHKb5sDbEo?t=15m15s LINK]  {{Badge|Webinar}}
 
:* Synchronization filters: [https://youtu.be/pwHKb5sDbEo?t=15m15s LINK]  {{Badge|Webinar}}
 
:* Filters – conditions and stacking: [https://youtu.be/R7GpdC_y17Y?t=38m12s LINK]  {{Badge|Webinar}}
 
:* Filters – conditions and stacking: [https://youtu.be/R7GpdC_y17Y?t=38m12s LINK]  {{Badge|Webinar}}
:* Incremental sync filter: [https://youtu.be/4Eu0NGgZNc4?t=39m45s LINK]  {{Badge|Webinar}}
+
:* Incremental [[sync filter]]: [https://youtu.be/4Eu0NGgZNc4?t=39m45s LINK]  {{Badge|Webinar}}
 
:* Additional filter for associated views and lookup fields: [https://youtu.be/MoSkk0uZyc0?t=20m8s LINK]  {{Badge|Webinar}}
 
:* Additional filter for associated views and lookup fields: [https://youtu.be/MoSkk0uZyc0?t=20m8s LINK]  {{Badge|Webinar}}
 
:* Option set filtering: [https://youtu.be/1wcaUzNJpOs?t=23m30s LINK]  {{Badge|Webinar}}
 
:* Option set filtering: [https://youtu.be/1wcaUzNJpOs?t=23m30s LINK]  {{Badge|Webinar}}
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:* Setting up flexible list view designs: [https://blog.resco.net/2016/12/01/how-to-set-up-flexible-list-view-designs-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Setting up flexible list view designs: [https://blog.resco.net/2016/12/01/how-to-set-up-flexible-list-view-designs-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Flexi form precision: [https://youtu.be/B5mMIqJYy-Y?t=23m18s LINK]  {{Badge|Webinar}}
 
:* Flexi form precision: [https://youtu.be/B5mMIqJYy-Y?t=23m18s LINK]  {{Badge|Webinar}}
:* Flexible forms: [https://youtu.be/1hldwY-QyNY?t=7m27s LINK]  {{Badge|Webinar}}
+
:* [[Flexible form]]s: [https://youtu.be/1hldwY-QyNY?t=7m27s LINK]  {{Badge|Webinar}}
 
:* Flexible Forms in Woodford, Views: [https://youtu.be/1hldwY-QyNY?t=19m20s LINK]  {{Badge|Webinar}}
 
:* Flexible Forms in Woodford, Views: [https://youtu.be/1hldwY-QyNY?t=19m20s LINK]  {{Badge|Webinar}}
 
:* New UI – Flexible forms: [https://www.resco.net/woodford-user-guide/#__RefHeading__5885_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* New UI – Flexible forms: [https://www.resco.net/woodford-user-guide/#__RefHeading__5885_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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; {{anchor|Footer}} Footer
 
; {{anchor|Footer}} Footer
 
: Bottom part of list/view that contains a summary.
 
: Bottom part of list/view that contains a summary.
:* Anatomy of a Mobile Report: How to set it up in Resco Mobile CRM: [https://blog.resco.net/2017/02/22/anatomy-of-a-mobile-report-how-to-set-it-up-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
+
:* Anatomy of a [[mobile report]]: How to set it up in Resco Mobile CRM: [https://blog.resco.net/2017/02/22/anatomy-of-a-mobile-report-how-to-set-it-up-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* List/View footer: [https://www.resco.net/woodford-user-guide/#And_this_part LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* List/View footer: [https://www.resco.net/woodford-user-guide/#And_this_part LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Form}} Form
+
; {{anchor|Form}} [[Form]]
 
: Form contains fields that describe specific record that user can see or edit.
 
: Form contains fields that describe specific record that user can see or edit.
 
: There are two types of Forms: The Edit form and the Contact Information form. The Contact information is a read-only type of form for quick access to information. By customizing the Edit form user shall be allowed to edit the field’s information.
 
: There are two types of Forms: The Edit form and the Contact Information form. The Contact information is a read-only type of form for quick access to information. By customizing the Edit form user shall be allowed to edit the field’s information.
 
:* Setting up form rules for inputs: How to set it up in Resco Mobile CRM: [https://blog.resco.net/2017/12/06/use-regular-expressions-in-form-rules-to-validate-field-input-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Setting up form rules for inputs: How to set it up in Resco Mobile CRM: [https://blog.resco.net/2017/12/06/use-regular-expressions-in-form-rules-to-validate-field-input-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
:* Form rules to make fields required: [https://blog.resco.net/2017/04/12/say-goodbye-to-empty-fields-and-incorrect-data-how-to-make-fields-required-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
+
:* [[Form rules]] to make fields required: [https://blog.resco.net/2017/04/12/say-goodbye-to-empty-fields-and-incorrect-data-how-to-make-fields-required-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Utilizing form rules to load information from any entity on forms: [https://blog.resco.net/2016/10/19/utilizing-form-rules-to-load-information-from-any-entity-on-forms-e-g-save-changes-only-when-specific-data-is-associated/ LINK]  {{Badge|Blog}}
 
:* Utilizing form rules to load information from any entity on forms: [https://blog.resco.net/2016/10/19/utilizing-form-rules-to-load-information-from-any-entity-on-forms-e-g-save-changes-only-when-specific-data-is-associated/ LINK]  {{Badge|Blog}}
 
:* Setting up different Save button actions for each form: [https://blog.resco.net/2016/10/12/how-to-set-up-save-button-actions-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Setting up different Save button actions for each form: [https://blog.resco.net/2016/10/12/how-to-set-up-save-button-actions-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
:* Placeholder text for the form fields: [https://blog.resco.net/2015/09/07/placeholder-text/ LINK]  {{Badge|Blog}}
+
:* [[Placeholder]] text for the form fields: [https://blog.resco.net/2015/09/07/placeholder-text/ LINK]  {{Badge|Blog}}
 
:* Form layouts - How Resco handles Salesforce Record Types for you – including multiple layout support: [https://blog.resco.net/2018/07/03/salesforce-record-types/ LINK]  {{Badge|Blog}}
 
:* Form layouts - How Resco handles Salesforce Record Types for you – including multiple layout support: [https://blog.resco.net/2018/07/03/salesforce-record-types/ LINK]  {{Badge|Blog}}
 
:* Flexi form extensions: [https://youtu.be/ws1RbswYfFQ?t=11m47s LINK]  {{Badge|Webinar}}
 
:* Flexi form extensions: [https://youtu.be/ws1RbswYfFQ?t=11m47s LINK]  {{Badge|Webinar}}
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:* Form item’s icon and name changes: [https://www.resco.net/woodford-user-guide/#__RefHeading__6001_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Form item’s icon and name changes: [https://www.resco.net/woodford-user-guide/#__RefHeading__6001_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Form_rules}} Form rules
+
; {{anchor|Form_rules}} [[Form rules]]
 
: Form Rules is a pseudo-scripting language(conditional formatting) that allows user to create conditions and steps to be performed.
 
: Form Rules is a pseudo-scripting language(conditional formatting) that allows user to create conditions and steps to be performed.
 
:* Save button action setup and Rule editor: [https://blog.resco.net/2016/10/12/how-to-set-up-save-button-actions-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Save button action setup and Rule editor: [https://blog.resco.net/2016/10/12/how-to-set-up-save-button-actions-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
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:* Form rules, On Load, On Change, On Save(+ examples): [https://www.resco.net/woodford-user-guide/#__RefHeading__5859_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Form rules, On Load, On Change, On Save(+ examples): [https://www.resco.net/woodford-user-guide/#__RefHeading__5859_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Full}} Full sync
+
; {{anchor|Full}} [[Full sync]]
 
: Full or an Initial sync is a type of synchronization that downloads all data that meet the sync filter conditions.
 
: Full or an Initial sync is a type of synchronization that downloads all data that meet the sync filter conditions.
 
:* Resco Mobile CRM and data synchronization (Full sync): [https://blog.resco.net/2018/08/09/quick-overview-resco-mobile-crm-data-synchronization/ LINK]  {{Badge|Blog}}
 
:* Resco Mobile CRM and data synchronization (Full sync): [https://blog.resco.net/2018/08/09/quick-overview-resco-mobile-crm-data-synchronization/ LINK]  {{Badge|Blog}}
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:* Global search: [https://blog.resco.net/2018/01/24/how-to-set-up-and-utilize-global-search-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Global search: [https://blog.resco.net/2018/01/24/how-to-set-up-and-utilize-global-search-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Global search: [https://youtu.be/Eq9kav-UeHo?t=4m10s LINK]  {{Badge|Webinar}}
 
:* Global search: [https://youtu.be/Eq9kav-UeHo?t=4m10s LINK]  {{Badge|Webinar}}
:* Global maps: [https://www.resco.net/woodford-user-guide/#__RefHeading__5935_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[Global map]]s: [https://www.resco.net/woodford-user-guide/#__RefHeading__5935_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Appointments on Global Map: [https://www.resco.net/woodford-user-guide/#__RefHeading__5997_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Appointments on Global Map: [https://www.resco.net/woodford-user-guide/#__RefHeading__5997_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Gmail}} Gmail
+
; {{anchor|Gmail}} [[Gmail]]
 
: Google's free web-based email service.
 
: Google's free web-based email service.
 
:* Blending an email in the CRM: [https://blog.resco.net/2015/11/18/email-integration-in-resco-crm/ LINK]  {{Badge|Blog}}
 
:* Blending an email in the CRM: [https://blog.resco.net/2015/11/18/email-integration-in-resco-crm/ LINK]  {{Badge|Blog}}
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:* Google integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5963_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Google integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5963_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Google}} Google
+
; {{anchor|Google}} [[Google]]
 
: The brand name of a leading Internet search engine.
 
: The brand name of a leading Internet search engine.
 
:* Document sources, integration with Dropbox and Google Drive, list of documents, media tab: [https://youtu.be/Wad77Ob37gU?t=20m45s LINK]  {{Badge|Webinar}}
 
:* Document sources, integration with Dropbox and Google Drive, list of documents, media tab: [https://youtu.be/Wad77Ob37gU?t=20m45s LINK]  {{Badge|Webinar}}
:* Documents on DropBox, Google Drive and SharePoint: [https://www.resco.net/woodford-user-guide/#_Toc483815991 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[Documents]] on DropBox, Google Drive and SharePoint: [https://www.resco.net/woodford-user-guide/#_Toc483815991 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Google integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5963_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Google integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5963_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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; {{anchor|Header}} Header
 
; {{anchor|Header}} Header
 
: Opposite of List/view footer.
 
: Opposite of List/view footer.
: When using the flexible forms, user can set what to display as the form header.
+
: When using the [[flexible form]]s, user can set what to display as the form header.
 
:* Using Auto List Header to quickly sort records: [https://blog.resco.net/2017/10/16/4-quick-tips-to-boost-your-resco-mobile-crm-user-experience/ LINK]  {{Badge|Blog}}
 
:* Using Auto List Header to quickly sort records: [https://blog.resco.net/2017/10/16/4-quick-tips-to-boost-your-resco-mobile-crm-user-experience/ LINK]  {{Badge|Blog}}
 
:* Automatic list headers: [https://youtu.be/B5mMIqJYy-Y?t=4m45s LINK]  {{Badge|Webinar}}
 
:* Automatic list headers: [https://youtu.be/B5mMIqJYy-Y?t=4m45s LINK]  {{Badge|Webinar}}
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: 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.
 
: 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: [https://youtu.be/R7GpdC_y17Y?t=2m57s LINK]  {{Badge|Webinar}}
 
:* Data access and Offline HTML: [https://youtu.be/R7GpdC_y17Y?t=2m57s LINK]  {{Badge|Webinar}}
:* Offline HTML, text editor in Woodford, drag&drop: [https://youtu.be/Wad77Ob37gU?t=29m12s LINK]  {{Badge|Webinar}}
+
:* [[Offline HTML]], text editor in Woodford, drag&drop: [https://youtu.be/Wad77Ob37gU?t=29m12s LINK]  {{Badge|Webinar}}
 
:* Email improvements – HTML mail viewer and editor, Gmail and Exchange support: [https://youtu.be/4Eu0NGgZNc4?t=4m39s LINK]  {{Badge|Webinar}}
 
:* Email improvements – HTML mail viewer and editor, Gmail and Exchange support: [https://youtu.be/4Eu0NGgZNc4?t=4m39s LINK]  {{Badge|Webinar}}
 
:* HTML UI and Javascript additions – UI replacement, creating Detail items: [https://youtu.be/4Eu0NGgZNc4?t=23m31s LINK]  {{Badge|Webinar}}
 
:* HTML UI and Javascript additions – UI replacement, creating Detail items: [https://youtu.be/4Eu0NGgZNc4?t=23m31s LINK]  {{Badge|Webinar}}
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:* Debugging an Offline HTML solution: [https://www.resco.net/debugging-offline-html-solution/ LINK]  {{Badge|Document}}
 
:* Debugging an Offline HTML solution: [https://www.resco.net/debugging-offline-html-solution/ LINK]  {{Badge|Document}}
   −
; {{anchor|Hubs}} Hubs
+
; {{anchor|Hubs}} [[Hub]]s
 
: 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.
 
: 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: [https://blog.resco.net/2019/02/14/entity-hubs-salesforce/ LINK]  {{Badge|Blog}}
 
:* Entity Hubs and Field user: How to combine Salesforce records: [https://blog.resco.net/2019/02/14/entity-hubs-salesforce/ LINK]  {{Badge|Blog}}
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:* Form – IFrame: [https://www.resco.net/woodford-user-guide/#__RefHeading__5851_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Form – IFrame: [https://www.resco.net/woodford-user-guide/#__RefHeading__5851_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Image}} Image
+
; {{anchor|Image}} [[Images|Image]]
 
: A graphical representation of the external form of a person or a thing.
 
: A graphical representation of the external form of a person or a thing.
 
:* List images: [https://youtu.be/9vL4QRN_1dk?t=10m09s LINK]  {{Badge|Webinar}}
 
:* List images: [https://youtu.be/9vL4QRN_1dk?t=10m09s LINK]  {{Badge|Webinar}}
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:* Using regular expressions in form rules to validate field input in Resco Mobile CRM: [https://blog.resco.net/2017/12/06/use-regular-expressions-in-form-rules-to-validate-field-input-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Using regular expressions in form rules to validate field input in Resco Mobile CRM: [https://blog.resco.net/2017/12/06/use-regular-expressions-in-form-rules-to-validate-field-input-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
   −
; {{anchor|Inspections}} Inspections
+
; {{anchor|Inspections}} [[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.
 
: 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.
+
: [[Resco Inspections]] is a solution targeting the whole Inspection processes.
 
:* Resco Inspections: [https://blog.resco.net/2017/12/06/resco-inspections-shape-your-inspection-process-every-step-of-the-way/ LINK]  {{Badge|Blog}}
 
:* Resco Inspections: [https://blog.resco.net/2017/12/06/resco-inspections-shape-your-inspection-process-every-step-of-the-way/ LINK]  {{Badge|Blog}}
 
:* Using a signature to verify inspections: [https://blog.resco.net/2016/03/02/signatures-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Using a signature to verify inspections: [https://blog.resco.net/2016/03/02/signatures-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Mobile Field Inspections: [https://blog.resco.net/2015/09/16/paperless-inspections/ LINK]  {{Badge|Blog}}
 
:* Mobile Field Inspections: [https://blog.resco.net/2015/09/16/paperless-inspections/ LINK]  {{Badge|Blog}}
:* Inspection Designer Manual: [https://www.resco.net/inspection-designer-manual/ LINK]  {{Badge|Document}}
+
:* [[Questionnaire Designer|Inspection Designer Manual]]: [https://www.resco.net/inspection-designer-manual/ LINK]  {{Badge|Document}}
 
:* Inspections and configuration in Dynamics: [https://www.resco.net/woodford-user-guide/#_Toc497124714 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Inspections and configuration in Dynamics: [https://www.resco.net/woodford-user-guide/#_Toc497124714 LINK]  {{Badge|Document}} {{Badge|Woodford}}
    
; {{anchor|Inspector}} Inspector
 
; {{anchor|Inspector}} Inspector
 
: User (role) performing the inspection a site, filling out structured data into the application, usually in form of a questionnaire.
 
: User (role) performing the inspection a site, filling out structured data into the application, usually in form of a questionnaire.
:* Inspector as a part of Resco Inspections: [https://blog.resco.net/2017/12/06/resco-inspections-shape-your-inspection-process-every-step-of-the-way/ LINK]  {{Badge|Blog}}
+
:* [[Resco Inspections (app)|Inspector]] as a part of Resco Inspections: [https://blog.resco.net/2017/12/06/resco-inspections-shape-your-inspection-process-every-step-of-the-way/ LINK]  {{Badge|Blog}}
    
; {{anchor|Instance}} Instance
 
; {{anchor|Instance}} Instance
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:* Integration of ADX hash support into Resco Mobile app platform: [https://blog.resco.net/2018/01/18/get-better-access-to-adxstudio-via-the-resco-mobile-crm-app/ LINK]  {{Badge|Blog}}
 
:* Integration of ADX hash support into Resco Mobile app platform: [https://blog.resco.net/2018/01/18/get-better-access-to-adxstudio-via-the-resco-mobile-crm-app/ LINK]  {{Badge|Blog}}
 
:* Integration of SAP ERP and Resco Mobile CRM: [https://blog.resco.net/2017/10/03/integration-of-sap-erp-and-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Integration of SAP ERP and Resco Mobile CRM: [https://blog.resco.net/2017/10/03/integration-of-sap-erp-and-resco-mobile-crm/ LINK]  {{Badge|Blog}}
:* SharePoint integration with Microsoft Dynamics: [https://blog.resco.net/2017/08/15/documents-in-mcrm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-3/ LINK]  {{Badge|Blog}}
+
:* [[SharePoint]] integration with Microsoft Dynamics: [https://blog.resco.net/2017/08/15/documents-in-mcrm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-3/ LINK]  {{Badge|Blog}}
 
:* Email integration into CRM: [https://blog.resco.net/2015/11/18/email-integration-in-resco-crm/ LINK]  {{Badge|Blog}}
 
:* Email integration into CRM: [https://blog.resco.net/2015/11/18/email-integration-in-resco-crm/ LINK]  {{Badge|Blog}}
 
:* Microsoft Dynamics integration: [https://blog.resco.net/2015/11/04/how-to-use-resco-crm-alongside-microsoft-dynamics-crm-part-2/ LINK]  {{Badge|Blog}}
 
:* Microsoft Dynamics integration: [https://blog.resco.net/2015/11/04/how-to-use-resco-crm-alongside-microsoft-dynamics-crm-part-2/ LINK]  {{Badge|Blog}}
 
:* Phone contact integration: [https://youtu.be/Wad77Ob37gU?t=3m14s LINK]  {{Badge|Webinar}}
 
:* Phone contact integration: [https://youtu.be/Wad77Ob37gU?t=3m14s LINK]  {{Badge|Webinar}}
:* Sharepoint integration: [https://youtu.be/MoSkk0uZyc0?t=5m22s LINK]  {{Badge|Webinar}}
+
:* SharePoint integration: [https://youtu.be/MoSkk0uZyc0?t=5m22s LINK]  {{Badge|Webinar}}
 
:* Connecting Resco Mobile CRM App to Salesforce: [https://www.resco.net/connect-resco-to-salesforce/ LINK]  {{Badge|Document}}
 
:* Connecting Resco Mobile CRM App to Salesforce: [https://www.resco.net/connect-resco-to-salesforce/ LINK]  {{Badge|Document}}
 
:* Resco Mobile CRM App Dynamics integration: [https://www.resco.net/dynamics-integration/ LINK]  {{Badge|Document}}
 
:* Resco Mobile CRM App Dynamics integration: [https://www.resco.net/dynamics-integration/ LINK]  {{Badge|Document}}
:* Resco CRM integration with other back-end systems using web services: [https://www.resco.net/resco-crm-server-guide/ LINK]  {{Badge|Document}}
+
:* [[Resco CRM Connector|Resco CRM integration]] with other back-end systems using web services: [https://www.resco.net/resco-crm-server-guide/ LINK]  {{Badge|Document}}
:* Integrating external marketing services with Resco Cloud’s Resco CRM Server: [https://www.resco.net/downloads/Marketing_services_&_Resco_Cloud.pdf LINK]  {{Badge|Document}}
+
:* [[Integration with marketing services|Integrating external marketing services with Resco Cloud’s Resco CRM Server]]: [https://www.resco.net/downloads/Marketing_services_&_Resco_Cloud.pdf LINK]  {{Badge|Document}}
 
:* SharePoint integration server-side prerequisites (Dynamics CRM): [https://www.resco.net/woodford-user-guide/#_Toc483815992 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* SharePoint integration server-side prerequisites (Dynamics CRM): [https://www.resco.net/woodford-user-guide/#_Toc483815992 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* SharePoint integration: [https://www.resco.net/woodford-user-guide/#_Toc483815993 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* SharePoint integration: [https://www.resco.net/woodford-user-guide/#_Toc483815993 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* PIM integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5961_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* PIM integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5961_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Google integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5963_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[Google]] integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5963_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Exchange integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5965_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[Exchange]] integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5965_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
    
; {{anchor|Interface}} Interface
 
; {{anchor|Interface}} Interface
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== J ==
 
== J ==
   −
; {{anchor|Javascript}} Javascript
+
; {{anchor|Javascript}} JavaScript
 
: A programming language commonly used in web development.
 
: A programming language commonly used in web development.
 
:* Expanded JavaScript capabilities: [https://youtu.be/uocH_yaytq0?t=35m34s LINK]  {{Badge|Webinar}}
 
:* Expanded JavaScript capabilities: [https://youtu.be/uocH_yaytq0?t=35m34s LINK]  {{Badge|Webinar}}
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:* How to create labels with more information than just a subject: [https://blog.resco.net/2017/09/27/quick-trick-for-the-calendar-customize-labels-of-your-activities/ LINK]  {{Badge|Blog}}
 
:* How to create labels with more information than just a subject: [https://blog.resco.net/2017/09/27/quick-trick-for-the-calendar-customize-labels-of-your-activities/ LINK]  {{Badge|Blog}}
   −
; {{anchor|Language}} Language and localization
+
; {{anchor|Language}} Language and [[localization]]
 
: The method of human communication, either spoken or written, consisting of the use of words in a structured and conventional way.
 
: 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.
 
: Displayed UI interface in a selected language.
Line 864: Line 865:  
:* Qualify or disqualify a lead: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850961 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Qualify or disqualify a lead: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850961 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
   −
; {{anchor|License}} License
+
; {{anchor|License}} [[Resco licensing service|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.
 
: 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: [https://blog.resco.net/2017/05/24/how-to-create-a-copy-of-your-production-crm-database-for-testing-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Making sure that the test organization uses only the predefined number of licenses: [https://blog.resco.net/2017/05/24/how-to-create-a-copy-of-your-production-crm-database-for-testing-resco-mobile-crm/ LINK]  {{Badge|Blog}}
Line 874: Line 875:  
:* Mobile CRM limits: [https://blog.resco.net/2015/04/01/mobile-crm-limits/ LINK]  {{Badge|Blog}}
 
:* Mobile CRM limits: [https://blog.resco.net/2015/04/01/mobile-crm-limits/ LINK]  {{Badge|Blog}}
   −
; {{anchor|List}} List
+
; {{anchor|List}} [[View|List]]
 
: Either another name for the Second view tab or a way for the displaying of the set of data.
 
: 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: [https://blog.resco.net/2017/10/11/utilize-next-wide-option-on-list-views-to-efficiently-display-information-across-various-screen-sizes/ LINK]  {{Badge|Blog}}
 
:* Utilizing Next Wide option on list views: [https://blog.resco.net/2017/10/11/utilize-next-wide-option-on-list-views-to-efficiently-display-information-across-various-screen-sizes/ LINK]  {{Badge|Blog}}
Line 902: Line 903:  
: Tracking the location of devices with Resco mobile app in real time. Part of [[Resco Routes]].
 
: Tracking the location of devices with Resco mobile app in real time. Part of [[Resco Routes]].
   −
; {{anchor|Log}} Log
+
; {{anchor|Log}} [[Log files|Log]]
 
: A regular or systematic record of incidents or observations.
 
: A regular or systematic record of incidents or observations.
 
:* How to send a log from Resco Mobile CRM App: [https://www.resco.net/support/sending-log-rmcrm/ LINK]  {{Badge|Document}}
 
:* How to send a log from Resco Mobile CRM App: [https://www.resco.net/support/sending-log-rmcrm/ LINK]  {{Badge|Document}}
Line 911: Line 912:  
:* Multifactor authenticator for Resco Mobile CRM login: [https://blog.resco.net/2017/08/17/how-to-utilize-dynamics-365crm-onlines-multi-factor-authentication-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Multifactor authenticator for Resco Mobile CRM login: [https://blog.resco.net/2017/08/17/how-to-utilize-dynamics-365crm-onlines-multi-factor-authentication-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Custom app login image: [https://youtu.be/Eq9kav-UeHo?t=28m24s LINK]  {{Badge|Webinar}}
 
:* Custom app login image: [https://youtu.be/Eq9kav-UeHo?t=28m24s LINK]  {{Badge|Webinar}}
:* Setup – Sync login(Background sync): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851003 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
+
:* Setup – Sync login (Background sync): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851003 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
    
== M ==
 
== M ==
Line 918: Line 919:  
: One of user roles.
 
: One of user roles.
 
:* Example of how a manager can see and manage staff and their tasks in the field: [https://blog.resco.net/2017/11/20/introducing-route-planner-by-resco-keep-up-with-your-staff-and-manage-their-tasks-seamlessy/ LINK]  {{Badge|Blog}}
 
:* Example of how a manager can see and manage staff and their tasks in the field: [https://blog.resco.net/2017/11/20/introducing-route-planner-by-resco-keep-up-with-your-staff-and-manage-their-tasks-seamlessy/ LINK]  {{Badge|Blog}}
:* Mobile device management tools: [https://blog.resco.net/2017/03/01/better-safe-than-sorry-device-security-management-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
+
:* [[Mobile device management]] tools: [https://blog.resco.net/2017/03/01/better-safe-than-sorry-device-security-management-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
    
; {{anchor|Map}} Map
 
; {{anchor|Map}} Map
Line 928: Line 929:  
:* Out-of-the-box map features: [https://youtu.be/9o9MS6gldr4?t=3m LINK]  {{Badge|Webinar}}
 
:* Out-of-the-box map features: [https://youtu.be/9o9MS6gldr4?t=3m LINK]  {{Badge|Webinar}}
 
:* Map capable view: [https://youtu.be/9o9MS6gldr4?t=9m47s LINK]  {{Badge|Webinar}}
 
:* Map capable view: [https://youtu.be/9o9MS6gldr4?t=9m47s LINK]  {{Badge|Webinar}}
:* Custom map pins: [https://youtu.be/9o9MS6gldr4?t=13m48s LINK]  {{Badge|Webinar}}
+
:* [[Custom map pins]]: [https://youtu.be/9o9MS6gldr4?t=13m48s LINK]  {{Badge|Webinar}}
:* Geocoding: [https://youtu.be/9o9MS6gldr4?t=25m47s LINK]  {{Badge|Webinar}}
+
:* [[Geocoding]]: [https://youtu.be/9o9MS6gldr4?t=25m47s LINK]  {{Badge|Webinar}}
:* Multiple dashboards, Maps and Calendars with additional functions: [https://youtu.be/kHZPlnvvLQY?t=19m44s LINK]  {{Badge|Webinar}}
+
:* Multiple [[dashboard]]s, Maps and Calendars with additional functions: [https://youtu.be/kHZPlnvvLQY?t=19m44s LINK]  {{Badge|Webinar}}
 
:* Customizable map styles: [https://youtu.be/hn3lsFl3o9I?t=11m39s LINK]  {{Badge|Webinar}}
 
:* Customizable map styles: [https://youtu.be/hn3lsFl3o9I?t=11m39s LINK]  {{Badge|Webinar}}
 
:* Initial map position and zoom: [https://youtu.be/hn3lsFl3o9I?t=16m34s LINK]  {{Badge|Webinar}}
 
:* Initial map position and zoom: [https://youtu.be/hn3lsFl3o9I?t=16m34s LINK]  {{Badge|Webinar}}
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:* Leads – Switch to a map view: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850957 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Leads – Switch to a map view: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850957 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Setup – Map and dashboard: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850999 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Setup – Map and dashboard: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850999 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Offline maps - Configuration in MAPBOX: [https://www.resco.net/offline-maps/ LINK]  {{Badge|Document}}
+
:* [[Offline maps]] - Configuration in MAPBOX: [https://www.resco.net/offline-maps/ LINK]  {{Badge|Document}}
 
:* View – Add image, add map pin: [https://www.resco.net/woodford-user-guide/#_Toc483815911 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* View – Add image, add map pin: [https://www.resco.net/woodford-user-guide/#_Toc483815911 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Form – Map frame: [https://www.resco.net/woodford-user-guide/#__RefHeading__5853_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Form – Map frame: [https://www.resco.net/woodford-user-guide/#__RefHeading__5853_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Global maps: [https://www.resco.net/woodford-user-guide/#__RefHeading__5935_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Global maps: [https://www.resco.net/woodford-user-guide/#__RefHeading__5935_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Offline maps: [https://www.resco.net/woodford-user-guide/#_Toc483815983 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[Global_map#Offline_maps|Offline maps]]: [https://www.resco.net/woodford-user-guide/#_Toc483815983 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Custom map pins: [https://www.resco.net/woodford-user-guide/#__RefHeading__5991_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[Custom map pins]]: [https://www.resco.net/woodford-user-guide/#__RefHeading__5991_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Appointments on global map: [https://www.resco.net/woodford-user-guide/#__RefHeading__5997_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Appointments on global map: [https://www.resco.net/woodford-user-guide/#__RefHeading__5997_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   Line 954: Line 955:  
:* Memory limitations of Mobile CRM: [https://blog.resco.net/2015/04/01/mobile-crm-limits/ LINK]  {{Badge|Blog}}
 
:* Memory limitations of Mobile CRM: [https://blog.resco.net/2015/04/01/mobile-crm-limits/ LINK]  {{Badge|Blog}}
   −
; {{anchor|Mobile_reports}} Mobile reports
+
; {{anchor|Mobile_reports}} [[Mobile report]]s
 
: 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.
 
: In Mobile reports section, user can create reports, that can be accessed by user in Mobile CRM app and these reports are running directly in Mobile CRM app, and can be running in full offline mode (without access to CRM server), as it uses Mobile CRM data in offline mode. In online mode, it of course uses direct CRM server’s data.
 
: Mobile Reports can be set to run on any CRM entity, for single record, or for group of records (using MultiSelect on View).
 
: Mobile Reports can be set to run on any CRM entity, for single record, or for group of records (using MultiSelect on View).
Line 973: Line 974:  
; {{anchor|Municipality}} Municipality
 
; {{anchor|Municipality}} Municipality
 
: City officials or council members working with a CS solution, mostly handling incident classification and management.
 
: City officials or council members working with a CS solution, mostly handling incident classification and management.
:* City Smart Services for municipalities: [https://blog.resco.net/2017/08/23/city-smart-services-powered-by-resco-new-solution-for-municipalities-and-local-governments-available-this-september/ LINK]  {{Badge|Blog}}
+
:* [[Resco City Smart Services|City Smart Services]] for municipalities: [https://blog.resco.net/2017/08/23/city-smart-services-powered-by-resco-new-solution-for-municipalities-and-local-governments-available-this-september/ LINK]  {{Badge|Blog}}
 
:* Resco consumer apps for municipalities: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK]  {{Badge|Blog}}
 
:* Resco consumer apps for municipalities: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK]  {{Badge|Blog}}
   Line 989: Line 990:  
: A message that is automatically sent to user to tell him there has been activity in an app.
 
: A message that is automatically sent to user to tell him there has been activity in an app.
 
:* Notifications on Home items: [https://youtu.be/hn3lsFl3o9I?t=26m58s LINK]  {{Badge|Webinar}}
 
:* Notifications on Home items: [https://youtu.be/hn3lsFl3o9I?t=26m58s LINK]  {{Badge|Webinar}}
:* Entity Notification Workflow: [https://www.resco.net/entity-notification-workflow/ LINK]  {{Badge|Document}}
+
:* [[Entity notification workflow]]: [https://www.resco.net/entity-notification-workflow/ LINK]  {{Badge|Document}}
    
; {{anchor|Navigation}} Navigation
 
; {{anchor|Navigation}} Navigation
Line 1,001: Line 1,002:  
; {{anchor|Offline}} Offline (mode)
 
; {{anchor|Offline}} 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.
 
: The application stores the Dynamics CRM data in the local database of your device. If you don’t have internet connection, you will still be able to access your data. The changes that you make (create new account, edit order, delete contact etc.) will be reflected on your Dynamics CRM server after you synchronize the app.
:* Offline HTML, text editor in Woodford, drag&drop: [https://youtu.be/Wad77Ob37gU?t=29m12s LINK]  {{Badge|Webinar}}
+
:* [[Offline HTML]], text editor in Woodford, drag&drop: [https://youtu.be/Wad77Ob37gU?t=29m12s LINK]  {{Badge|Webinar}}
 
:* Data access & Offline HTML: [https://youtu.be/R7GpdC_y17Y?t=2m57s LINK]  {{Badge|Webinar}}
 
:* Data access & Offline HTML: [https://youtu.be/R7GpdC_y17Y?t=2m57s LINK]  {{Badge|Webinar}}
 
:* What is Offline HTML: [https://youtu.be/cplZLC_mAc0?t=3m34s LINK]  {{Badge|Webinar}}
 
:* What is Offline HTML: [https://youtu.be/cplZLC_mAc0?t=3m34s LINK]  {{Badge|Webinar}}
Line 1,011: Line 1,012:  
:* Debugging an Offline HTML solution: [https://www.resco.net/debugging-offline-html-solution/ LINK]  {{Badge|Document}}
 
:* Debugging an Offline HTML solution: [https://www.resco.net/debugging-offline-html-solution/ LINK]  {{Badge|Document}}
   −
; {{anchor|Offline_maps}} Offline maps
+
; {{anchor|Offline_maps}} [[Offline maps]]
 
: Locally stored maps.
 
: Locally stored maps.
 
:* Offline maps & call screen for Android: [https://youtu.be/iLZ43KxGEW0?t=29m19s LINK]  {{Badge|Webinar}}
 
:* Offline maps & call screen for Android: [https://youtu.be/iLZ43KxGEW0?t=29m19s LINK]  {{Badge|Webinar}}
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:* Offline maps: [https://www.resco.net/woodford-user-guide/#_Toc483815983 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Offline maps: [https://www.resco.net/woodford-user-guide/#_Toc483815983 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|On_can_execute}} On can execute
+
; {{anchor|On_can_execute}} [[Rules editor|On can execute]]
 
: On Can Execute rule defines when the command will be available for user. In this rule user specifies in what situation user can see and use the command, so they can hide a command in situation, when the command’s action is not suitable.
 
: On Can Execute rule defines when the command will be available for user. In this rule user specifies in what situation user can see and use the command, so they can hide a command in situation, when the command’s action is not suitable.
:* Form – On can execute examples: [https://www.resco.net/woodford-user-guide/#__RefHeading__5865_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[Form]] – On can execute examples: [https://www.resco.net/woodford-user-guide/#__RefHeading__5865_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
    
; {{anchor|Online}} Online (mode)
 
; {{anchor|Online}} Online (mode)
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:* Phone call tracking: [https://blog.resco.net/2016/02/10/phone-call-tracking-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Phone call tracking: [https://blog.resco.net/2016/02/10/phone-call-tracking-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
   −
; {{anchor|Placeholder}} Placeholder
+
; {{anchor|Placeholder}} [[Placeholder]]
 
: Placeholder text means, that when a field is empty, it contains a text that gives a hint to users, what to enter there, or some specific instructions. Once user taps on the field to enter data there, the placeholder text is cleared.
 
: Placeholder text means, that when a field is empty, it contains a text that gives a hint to users, what to enter there, or some specific instructions. Once user taps on the field to enter data there, the placeholder text is cleared.
 
:* Using placeholder text for better understanding of what needs to be provided as an input: [https://blog.resco.net/2015/09/07/placeholder-text/ LINK]  {{Badge|Blog}}
 
:* Using placeholder text for better understanding of what needs to be provided as an input: [https://blog.resco.net/2015/09/07/placeholder-text/ LINK]  {{Badge|Blog}}
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:* Form - Placeholder text: [https://www.resco.net/woodford-user-guide/#__RefHeading__5871_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Form - Placeholder text: [https://www.resco.net/woodford-user-guide/#__RefHeading__5871_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Planner}} Planner controller
+
; {{anchor|Planner}} [[Planner Controller]]
 
: Planner Controller is a part of the Resco Mobile CRM. It helps the Schedule Manager manage the people working in the field during the day/week, it oversees the free resources and helps to manage their work out of office.
 
: Planner Controller is a part of the Resco Mobile CRM. It helps the Schedule Manager manage the people working in the field during the day/week, it oversees the free resources and helps to manage their work out of office.
 
: Planner Controller provides a graphical overview of task scheduling for each resource, history of the performed tasks, the ability to set only resources from the selected regions or only with the required skills, the ability to set optimization of existing tasks by automation and many other features.
 
: Planner Controller provides a graphical overview of task scheduling for each resource, history of the performed tasks, the ability to set only resources from the selected regions or only with the required skills, the ability to set optimization of existing tasks by automation and many other features.
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; {{anchor|Plugin}} Plugin
 
; {{anchor|Plugin}} Plugin
 
: A plug-in module or plug-in software.
 
: A plug-in module or plug-in software.
:* Plugins (Dyn CRM): [https://www.resco.net/woodford-user-guide/#__RefHeading__5793_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[Plugins]] (Dyn CRM): [https://www.resco.net/woodford-user-guide/#__RefHeading__5793_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
    
; {{anchor|Portal}} Portal
 
; {{anchor|Portal}} Portal
 
: Data access service.
 
: Data access service.
 
:* Web portal provided by Adxstudio: [https://blog.resco.net/2018/01/18/get-better-access-to-adxstudio-via-the-resco-mobile-crm-app/ LINK]  {{Badge|Blog}}
 
:* Web portal provided by Adxstudio: [https://blog.resco.net/2018/01/18/get-better-access-to-adxstudio-via-the-resco-mobile-crm-app/ LINK]  {{Badge|Blog}}
:* External (Portal) User project: [https://www.resco.net/woodford-user-guide/#__RefHeading__5995_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[External users|External (Portal) User project]]: [https://www.resco.net/woodford-user-guide/#__RefHeading__5995_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
    
; {{anchor|Print}} Print
 
; {{anchor|Print}} Print
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:* Get products from an opportunity to quote draft: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850971 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Get products from an opportunity to quote draft: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850971 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
   −
; {{anchor|Project}} Project
+
; {{anchor|Project}} [[App projects|Project]]
: Set of customizations defining RMCRM app.
+
: 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.
 
: 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: [https://blog.resco.net/2017/10/16/4-quick-tips-to-boost-your-resco-mobile-crm-user-experience/ LINK]  {{Badge|Blog}}
 
:* Restore view of a child project if changes were made by accident: [https://blog.resco.net/2017/10/16/4-quick-tips-to-boost-your-resco-mobile-crm-user-experience/ LINK]  {{Badge|Blog}}
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:* External(Portal) User project: [https://www.resco.net/woodford-user-guide/#__RefHeading__5995_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* External(Portal) User project: [https://www.resco.net/woodford-user-guide/#__RefHeading__5995_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Hierarchy}} Project hierarchy
+
; {{anchor|Hierarchy}} [[App_projects#Project_hierarchy|Project hierarchy]]
 
: User can also set parent/child relation to projects. Child project will inherit all changes to parent project except of the parts changed in the child project directly.
 
: User can also set parent/child relation to projects. Child project will inherit all changes to parent project except of the parts changed in the child project directly.
 
:* Utilizing project hierarchy in Woodford: [https://blog.resco.net/2015/10/27/woodford-project-hierarchy/ LINK]  {{Badge|Blog}}
 
:* Utilizing project hierarchy in Woodford: [https://blog.resco.net/2015/10/27/woodford-project-hierarchy/ LINK]  {{Badge|Blog}}
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== Q ==
 
== Q ==
   −
; {{anchor|Questionnaire}} Questionnaire
+
; {{anchor|Questionnaire}} [[Questionnaire_Designer#Questionnaires_and_snippets|Questionnaire]]
 
: A set of questions for obtaining statistically useful or personal information from individuals.
 
: A set of questions for obtaining statistically useful or personal information from individuals.
 
:* Attaching Signature to Questionnaire Report: [https://blog.resco.net/2018/07/04/signature-questionnaire-report/ LINK]  {{Badge|Blog}}
 
:* Attaching Signature to Questionnaire Report: [https://blog.resco.net/2018/07/04/signature-questionnaire-report/ LINK]  {{Badge|Blog}}
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:* Inspection Designer Manual (Questionnaire chapters): [https://www.resco.net/inspection-designer-manual/ LINK]  {{Badge|Document}}
 
:* Inspection Designer Manual (Questionnaire chapters): [https://www.resco.net/inspection-designer-manual/ LINK]  {{Badge|Document}}
   −
; {{anchor|QR}} QR code
+
; {{anchor|QR}} [[QR code]]
 
: A type of 2D bar code that is used to provide easy access to information through a smartphone.
 
: A type of 2D bar code that is used to provide easy access to information through a smartphone.
 
:* QR code for quick login: [https://blog.resco.net/2017/10/16/4-quick-tips-to-boost-your-resco-mobile-crm-user-experience/ LINK]  {{Badge|Blog}}
 
:* QR code for quick login: [https://blog.resco.net/2017/10/16/4-quick-tips-to-boost-your-resco-mobile-crm-user-experience/ LINK]  {{Badge|Blog}}
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; {{anchor|Record}} Record
 
; {{anchor|Record}} Record
: A single item in an entity.
+
: A single item in an [[entity]].
 
:* Reactivating inactive records: [https://blog.resco.net/2017/11/06/how-to-make-inactive-records-active-again-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Reactivating inactive records: [https://blog.resco.net/2017/11/06/how-to-make-inactive-records-active-again-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Setting up reports: [https://blog.resco.net/2017/02/22/anatomy-of-a-mobile-report-how-to-set-it-up-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Setting up reports: [https://blog.resco.net/2017/02/22/anatomy-of-a-mobile-report-how-to-set-it-up-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
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:* Record - deep link: [https://www.resco.net/woodford-user-guide/#_Toc483816025 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Record - deep link: [https://www.resco.net/woodford-user-guide/#_Toc483816025 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Report}} Report
+
; {{anchor|Report}} [[Report_Designer#Mobile_reports|Report]]
 
: Document generated from CRM data.
 
: Document generated from CRM data.
 
: In Mobile reports section, user can create reports, that can be accessed by user in Mobile CRM app and these reports are running directly in Mobile CRM app, and can be running in full offline mode (without access to CRM server), as it uses Mobile CRM data in offline mode. In online mode, it of course uses direct CRM server’s data.
 
: 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.
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: 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 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.
 
: The action of solving a problem or contentious matter.
:* Conflict resolution: [https://blog.resco.net/2016/09/07/resolving-sync-conflicts-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
+
:* [[Conflict resolution]]: [https://blog.resco.net/2016/09/07/resolving-sync-conflicts-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
    
; {{anchor|Responsive}} Responsive
 
; {{anchor|Responsive}} Responsive
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:* Responsive View/List: [https://www.resco.net/woodford-user-guide/#_Toc483815922 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Responsive View/List: [https://www.resco.net/woodford-user-guide/#_Toc483815922 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Route}} Route planning
+
; {{anchor|Route}} [[Route plan]]ning
 
: Route planning allows users (or the manager) to use Mobile CRM app to create a daily route.
 
: Route planning allows users (or the manager) to use Mobile CRM app to create a daily route.
 
:* Route Planner: [https://blog.resco.net/2017/11/20/introducing-route-planner-by-resco-keep-up-with-your-staff-and-manage-their-tasks-seamlessy/ LINK]  {{Badge|Blog}}
 
:* Route Planner: [https://blog.resco.net/2017/11/20/introducing-route-planner-by-resco-keep-up-with-your-staff-and-manage-their-tasks-seamlessy/ LINK]  {{Badge|Blog}}
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:* Route planning: [https://www.resco.net/woodford-user-guide/#_Toc483816000 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Route planning: [https://www.resco.net/woodford-user-guide/#_Toc483816000 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Row}} Row script
+
; {{anchor|Row}} [[Rules_editor#Actions_that_trigger_rule_execution|Row script]]
 
: Set of conditions and steps defining the visual and functional aspect of a view.
 
: 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.
 
: Using Woodford, user can change the row’s design. Such as changing of its background or highlighting of specific records.
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:* Row scripts: [https://www.resco.net/woodford-user-guide/#_Toc483815916 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Row scripts: [https://www.resco.net/woodford-user-guide/#_Toc483815916 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Rule}} Rule
+
; {{anchor|Rule}} [[Rules_editor|Rule]]
 
: Set of conditions and steps defining the visual and functional aspect of a form.
 
: Set of conditions and steps defining the visual and functional aspect of a form.
:* Setting up form rules: [https://blog.resco.net/2017/12/06/use-regular-expressions-in-form-rules-to-validate-field-input-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
+
:* Setting up [[form]] rules: [https://blog.resco.net/2017/12/06/use-regular-expressions-in-form-rules-to-validate-field-input-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Utilizing form rules to load information from any entity on forms: [https://blog.resco.net/2016/10/19/utilizing-form-rules-to-load-information-from-any-entity-on-forms-e-g-save-changes-only-when-specific-data-is-associated/ LINK]  {{Badge|Blog}}
 
:* Utilizing form rules to load information from any entity on forms: [https://blog.resco.net/2016/10/19/utilizing-form-rules-to-load-information-from-any-entity-on-forms-e-g-save-changes-only-when-specific-data-is-associated/ LINK]  {{Badge|Blog}}
:* View rule in calendar: [https://youtu.be/sGdE8xvb92o?t=32m14s LINK]  {{Badge|Webinar}}
+
:* [[View]] rule in calendar: [https://youtu.be/sGdE8xvb92o?t=32m14s LINK]  {{Badge|Webinar}}
:* Calendar – rules: [https://www.resco.net/woodford-user-guide/#__RefHeading__5943_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[Calendar]] – rules: [https://www.resco.net/woodford-user-guide/#__RefHeading__5943_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
    
== S ==
 
== S ==
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:* Integration of SAP ERP and Resco Mobile CRM: [https://blog.resco.net/2017/10/03/integration-of-sap-erp-and-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Integration of SAP ERP and Resco Mobile CRM: [https://blog.resco.net/2017/10/03/integration-of-sap-erp-and-resco-mobile-crm/ LINK]  {{Badge|Blog}}
   −
; {{anchor|Scheduler}} Scheduler
+
; {{anchor|Scheduler}} [[Scheduler]]
 
: User (role) managing the schedule of other users, assigning jobs or visits.
 
: User (role) managing the schedule of other users, assigning jobs or visits.
:* Scheduler as a part of Resco Inspections: [https://blog.resco.net/2017/12/06/resco-inspections-shape-your-inspection-process-every-step-of-the-way/ LINK]  {{Badge|Blog}}
+
:* Scheduler as a part of [[Resco Inspections]]: [https://blog.resco.net/2017/12/06/resco-inspections-shape-your-inspection-process-every-step-of-the-way/ LINK]  {{Badge|Blog}}
 
:* Scheduling view: [https://www.resco.net/field-service-guide/#_Toc494714008 LINK]  {{Badge|Document}} {{Badge|Field Service}}
 
:* Scheduling view: [https://www.resco.net/field-service-guide/#_Toc494714008 LINK]  {{Badge|Document}} {{Badge|Field Service}}
    
; {{anchor|Scheduling}} Scheduling
 
; {{anchor|Scheduling}} Scheduling
 
: Process of resource planning.
 
: Process of resource planning.
: Planner Controller provides a graphical overview of task scheduling for each resource, history of the performed tasks, the ability to set only resources from the selected regions or only with the required skills, the ability to set optimization of existing tasks by automation and many other features.
+
: [[Planner Controller]] provides a graphical overview of task scheduling for each resource, history of the performed tasks, the ability to set only resources from the selected regions or only with the required skills, the ability to set optimization of existing tasks by automation and many other features.
 
:* Scheduling system for city officials: [https://blog.resco.net/2017/08/23/city-smart-services-powered-by-resco-new-solution-for-municipalities-and-local-governments-available-this-september/ LINK]  {{Badge|Blog}}
 
:* Scheduling system for city officials: [https://blog.resco.net/2017/08/23/city-smart-services-powered-by-resco-new-solution-for-municipalities-and-local-governments-available-this-september/ LINK]  {{Badge|Blog}}
 
:* Scheduling view: [https://www.resco.net/field-service-guide/#_Toc494714008 LINK]  {{Badge|Document}} {{Badge|Field Service}}
 
:* Scheduling view: [https://www.resco.net/field-service-guide/#_Toc494714008 LINK]  {{Badge|Document}} {{Badge|Field Service}}
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:* Dynamically displaying fields and sections: [https://blog.resco.net/2015/11/11/dynamically-show-hide-fields-and-sections/ LINK]  {{Badge|Blog}}
 
:* Dynamically displaying fields and sections: [https://blog.resco.net/2015/11/11/dynamically-show-hide-fields-and-sections/ LINK]  {{Badge|Blog}}
   −
; {{anchor|Security}} Security
+
; {{anchor|Security}} [[:Category:Security|Security]]
: 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.
+
: [[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.
 
:* [[:Category:Security|Wiki articles related to security]] {{Badge|Wiki}}
 
:* [[:Category:Security|Wiki articles related to security]] {{Badge|Wiki}}
 
:* Introducing another security layer: [https://blog.resco.net/2017/08/17/how-to-utilize-dynamics-365crm-onlines-multi-factor-authentication-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Introducing another security layer: [https://blog.resco.net/2017/08/17/how-to-utilize-dynamics-365crm-onlines-multi-factor-authentication-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
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:* Salesforce Mobility and Security – When the user’s PIN is simply not enough: [https://blog.resco.net/2018/08/12/salesforce-mobility-security-2/ LINK]  {{Badge|Blog}}
 
:* Salesforce Mobility and Security – When the user’s PIN is simply not enough: [https://blog.resco.net/2018/08/12/salesforce-mobility-security-2/ LINK]  {{Badge|Blog}}
 
:* Enhanced security (TouchID): [https://youtu.be/4Eu0NGgZNc4?t=38m LINK]  {{Badge|Webinar}}
 
:* Enhanced security (TouchID): [https://youtu.be/4Eu0NGgZNc4?t=38m LINK]  {{Badge|Webinar}}
:* Security policy: [https://youtu.be/MuEVr6Qg7ns?t=17m25s LINK]  {{Badge|Webinar}}
+
:* [[Security policy]]: [https://youtu.be/MuEVr6Qg7ns?t=17m25s LINK]  {{Badge|Webinar}}
 
:* Security roles: [https://youtu.be/kptm_GQMsx4?t=21m30s LINK]  {{Badge|Webinar}}
 
:* Security roles: [https://youtu.be/kptm_GQMsx4?t=21m30s LINK]  {{Badge|Webinar}}
:* Resco Mobile CRM App security guide: [https://www.resco.net/resco-mobile-crm-security-guide/ LINK]  {{Badge|Document}}
+
:* [[Resco Mobile CRM security|Resco Mobile CRM App security guide]]: [https://www.resco.net/resco-mobile-crm-security-guide/ LINK]  {{Badge|Document}}
:* Security: [https://www.resco.net/woodford-user-guide/#__RefHeading__5775_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
      
; {{anchor|Server}} Server
 
; {{anchor|Server}} Server
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:* CRM server access: [https://youtu.be/MuEVr6Qg7ns?t=1m20s LINK]  {{Badge|Webinar}}
 
:* CRM server access: [https://youtu.be/MuEVr6Qg7ns?t=1m20s LINK]  {{Badge|Webinar}}
 
:* Setup – Change server: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851011 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Setup – Change server: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851011 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Integrating external marketing services with Resco Cloud’s Resco CRM Server: [https://www.resco.net/downloads/Marketing_services_&_Resco_Cloud.pdf LINK]  {{Badge|Document}}
+
:* [[Integration with marketing services|Integrating external marketing services]] with Resco Cloud’s Resco CRM Server: [https://www.resco.net/downloads/Marketing_services_&_Resco_Cloud.pdf LINK]  {{Badge|Document}}
:* SharePoint integration server side prerequisites (Dynamics CRM): [https://www.resco.net/woodford-user-guide/#_Toc483815992 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[SharePoint]] integration server side prerequisites (Dynamics CRM): [https://www.resco.net/woodford-user-guide/#_Toc483815992 LINK]  {{Badge|Document}} {{Badge|Woodford}}
    
; {{anchor|Service}} Service
 
; {{anchor|Service}} Service
 
: An act of assistance.
 
: 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.
 
: 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.
:* City Smart Services: [https://blog.resco.net/2017/08/23/city-smart-services-powered-by-resco-new-solution-for-municipalities-and-local-governments-available-this-september/ LINK]  {{Badge|Blog}}
+
:* [[Resco City Smart Services|City Smart Services]]: [https://blog.resco.net/2017/08/23/city-smart-services-powered-by-resco-new-solution-for-municipalities-and-local-governments-available-this-september/ LINK]  {{Badge|Blog}}
 
:* Manage the public service processes: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK]  {{Badge|Blog}}
 
:* Manage the public service processes: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK]  {{Badge|Blog}}
 
:* Salesforce Route Planning for Sales and Service Field agents: [https://blog.resco.net/2016/11/10/salesforce-route-planning-for-sales-service-field-agents/ LINK]  {{Badge|Blog}}
 
:* Salesforce Route Planning for Sales and Service Field agents: [https://blog.resco.net/2016/11/10/salesforce-route-planning-for-sales-service-field-agents/ LINK]  {{Badge|Blog}}
 
:* Setup – Web service: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851014 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Setup – Web service: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851014 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Resco CRM integration with other back-end systems using web services: [https://www.resco.net/resco-crm-server-guide/ LINK]  {{Badge|Document}}
+
:* [[Resco CRM Connector|Resco CRM integration with other back-end systems using web services]]: [https://www.resco.net/resco-crm-server-guide/ LINK]  {{Badge|Document}}
    
; {{anchor|Settings}} Settings
 
; {{anchor|Settings}} Settings
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:* Configuring fingerprint sign-in in settings of the mobile client: [https://blog.resco.net/2017/12/20/access-the-resco-mobile-client-effortlessly-with-your-fingertip/ LINK]  {{Badge|Blog}}
 
:* Configuring fingerprint sign-in in settings of the mobile client: [https://blog.resco.net/2017/12/20/access-the-resco-mobile-client-effortlessly-with-your-fingertip/ LINK]  {{Badge|Blog}}
:* Settings: [https://www.resco.net/woodford-user-guide/#__RefHeading__5803_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[Settings]]: [https://www.resco.net/woodford-user-guide/#__RefHeading__5803_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
    
; {{anchor|Setup}} Setup
 
; {{anchor|Setup}} Setup
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:* Setup – Private calendars: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851017 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Setup – Private calendars: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851017 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
   −
; {{anchor|Shared}} Shared variable
+
; {{anchor|Shared}} [[Rules_editor#Using_variables|Shared variable]]
 
: Specific value that can be used across the whole edit form (rules, command rules, JavaScript).
 
: 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: [https://blog.resco.net/2015/11/11/dynamically-show-hide-fields-and-sections/ LINK]  {{Badge|Blog}}
 
:* Using shared variables to dynamically show/hide fields and sections: [https://blog.resco.net/2015/11/11/dynamically-show-hide-fields-and-sections/ LINK]  {{Badge|Blog}}
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:* Extended form rules – Load fetch, shared variables, reload list/IFrame: [https://youtu.be/2dM7TSdNGqU?t=17m01s LINK]  {{Badge|Webinar}}
 
:* Extended form rules – Load fetch, shared variables, reload list/IFrame: [https://youtu.be/2dM7TSdNGqU?t=17m01s LINK]  {{Badge|Webinar}}
   −
; {{anchor|SharePoint}} SharePoint
+
; {{anchor|SharePoint}} [[SharePoint]]
 
: SharePoint is a web-based, collaborative platform that integrates with Microsoft Office.
 
: SharePoint is a web-based, collaborative platform that integrates with Microsoft Office.
 
:* SharePoint integration: [https://youtu.be/MoSkk0uZyc0?t=5m22s LINK]  {{Badge|Webinar}}
 
:* SharePoint integration: [https://youtu.be/MoSkk0uZyc0?t=5m22s LINK]  {{Badge|Webinar}}
:* Documents on DropBox, Google Drive and SharePoint: [https://www.resco.net/woodford-user-guide/#_Toc483815991 LINK]  {{Badge|Document}} {{Badge|Woodford}}
+
:* [[Documents]] on DropBox, Google Drive and SharePoint: [https://www.resco.net/woodford-user-guide/#_Toc483815991 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* SharePoint integration server side prerequisites (Dynamics CRM): [https://www.resco.net/woodford-user-guide/#_Toc483815992 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* SharePoint integration server side prerequisites (Dynamics CRM): [https://www.resco.net/woodford-user-guide/#_Toc483815992 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* SharePoint integration: [https://www.resco.net/woodford-user-guide/#_Toc483815993 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* SharePoint integration: [https://www.resco.net/woodford-user-guide/#_Toc483815993 LINK]  {{Badge|Document}} {{Badge|Woodford}}
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:* Mobile CRM data storage: [https://blog.resco.net/2015/04/01/mobile-crm-limits/ LINK]  {{Badge|Blog}}
 
:* Mobile CRM data storage: [https://blog.resco.net/2015/04/01/mobile-crm-limits/ LINK]  {{Badge|Blog}}
   −
; {{anchor|Styles}} Styles
+
; {{anchor|Styles}} [[Style editor|Styles]]
 
: Set of functional and visual field settings.
 
: Set of functional and visual field settings.
 
: It is possible to change or add a style using the Edit Styles button on the Toolbar.
 
: It is possible to change or add a style using the Edit Styles button on the Toolbar.
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:* Form style editor: [https://www.resco.net/woodford-user-guide/#__RefHeading__5847_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Form style editor: [https://www.resco.net/woodford-user-guide/#__RefHeading__5847_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
   −
; {{anchor|Synchronization}} Synchronization
+
; {{anchor|Synchronization}} [[Synchronization]]
:* Resolving sync conflicts: [https://blog.resco.net/2016/09/07/resolving-sync-conflicts-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
+
:* [[Conflict resolution|Resolving sync conflicts]]: [https://blog.resco.net/2016/09/07/resolving-sync-conflicts-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* When changes aren’t applied after synchronization: [https://blog.resco.net/2015/11/03/what-to-do-when-project-changes-are-not-reflected-in-the-resco-mobile-crm-app/ LINK]  {{Badge|Blog}}
 
:* When changes aren’t applied after synchronization: [https://blog.resco.net/2015/11/03/what-to-do-when-project-changes-are-not-reflected-in-the-resco-mobile-crm-app/ LINK]  {{Badge|Blog}}
 
:* Synchronization - deep dive: [https://blog.resco.net/2014/11/14/resco-mobile-crm-synchronization/ LINK]  {{Badge|Blog}}
 
:* Synchronization - deep dive: [https://blog.resco.net/2014/11/14/resco-mobile-crm-synchronization/ LINK]  {{Badge|Blog}}
 
:* Resco Mobile CRM and data synchronization (Full and incremental sync): [https://blog.resco.net/2018/08/09/quick-overview-resco-mobile-crm-data-synchronization/ LINK]  {{Badge|Blog}}
 
:* Resco Mobile CRM and data synchronization (Full and incremental sync): [https://blog.resco.net/2018/08/09/quick-overview-resco-mobile-crm-data-synchronization/ LINK]  {{Badge|Blog}}
 
:* Setup screen, login, Exchange contacts, sync info on Home screen: [https://youtu.be/pYbmWlqLFh8?t=31m25s LINK]  {{Badge|Webinar}}
 
:* Setup screen, login, Exchange contacts, sync info on Home screen: [https://youtu.be/pYbmWlqLFh8?t=31m25s LINK]  {{Badge|Webinar}}
:* Synchronization filters: [https://youtu.be/pwHKb5sDbEo?t=15m15s LINK]  {{Badge|Webinar}}
+
:* [[Sync Filter|Synchronization filters]]: [https://youtu.be/pwHKb5sDbEo?t=15m15s LINK]  {{Badge|Webinar}}
:* Incremental sync filter [https://youtu.be/4Eu0NGgZNc4?t=39m45s LINK]  {{Badge|Webinar}}
+
:* [[Sync_Filter#Incremental_linked_sync_filters|Incremental sync filter]] [https://youtu.be/4Eu0NGgZNc4?t=39m45s LINK]  {{Badge|Webinar}}
 
:* How to synchronize a device: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850918 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* How to synchronize a device: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850918 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Sync troubleshooting: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850920 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
 
:* Sync troubleshooting: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850920 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
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:* Linked sync filters (Dyn CRM): [https://www.resco.net/woodford-user-guide/#__RefHeading__5819_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* Linked sync filters (Dyn CRM): [https://www.resco.net/woodford-user-guide/#__RefHeading__5819_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* External document sync filter options: [https://www.resco.net/woodford-user-guide/#External_Document_Sync LINK]  {{Badge|Document}} {{Badge|Woodford}}
 
:* External document sync filter options: [https://www.resco.net/woodford-user-guide/#External_Document_Sync LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Fine-tuning the sync downloader: [https://www.resco.net/support/sync-downloader/ LINK]  {{Badge|Document}}
+
:* [[Speed up synchronization|Fine-tuning the sync downloader]]: [https://www.resco.net/support/sync-downloader/ LINK]  {{Badge|Document}}
   −
; {{anchor|Sync_Dashboard}} Sync Dashboard
+
; {{anchor|Sync_Dashboard}} [[Sync Dashboard]]
 
: Sync Dashboard is a tool that helps you monitor how your app and its users behave in terms of synchronization.
 
: Sync Dashboard is a tool that helps you monitor how your app and its users behave in terms of synchronization.
 
:* Introducing Sync Dashboard: [https://blog.resco.net/2019/02/21/sync-dashboard/ LINK]  {{Badge|Blog}}
 
:* Introducing Sync Dashboard: [https://blog.resco.net/2019/02/21/sync-dashboard/ LINK]  {{Badge|Blog}}
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; {{anchor|Tracking}} Tracking
 
; {{anchor|Tracking}} Tracking
 
: The act or process of following something or someone.
 
: The act or process of following something or someone.
 
+
:* [[Location tracking]] and [[Location Monitor]]
 
:* Tracking the employee’s activities: [https://blog.resco.net/2017/06/22/see-how-your-business-moves-mobile-audit-analytics-arrive-in-summer-release-of-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Tracking the employee’s activities: [https://blog.resco.net/2017/06/22/see-how-your-business-moves-mobile-audit-analytics-arrive-in-summer-release-of-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Phone call tracking: [https://blog.resco.net/2016/02/10/phone-call-tracking-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Phone call tracking: [https://blog.resco.net/2016/02/10/phone-call-tracking-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
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: A systematic approach to problem solving that is often used to find and correct issues with complex machines, electronics, computers and software systems.
 
: A systematic approach to problem solving that is often used to find and correct issues with complex machines, electronics, computers and software systems.
 
:* What to do when project changes are not reflected in the Resco Mobile CRM app: [https://blog.resco.net/2015/11/03/what-to-do-when-project-changes-are-not-reflected-in-the-resco-mobile-crm-app/ LINK]  {{Badge|Blog}}
 
:* What to do when project changes are not reflected in the Resco Mobile CRM app: [https://blog.resco.net/2015/11/03/what-to-do-when-project-changes-are-not-reflected-in-the-resco-mobile-crm-app/ LINK]  {{Badge|Blog}}
:* Sync troubleshooting: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850920 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
+
:* [[Synchronization troubleshooting|Sync troubleshooting]]: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850920 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
    
== U ==
 
== U ==
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:* Version number: [https://blog.resco.net/2017/11/22/quick-tip-what-does-the-resco-mobile-crm-version-number-tell-you/ LINK]  {{Badge|Blog}}
 
:* Version number: [https://blog.resco.net/2017/11/22/quick-tip-what-does-the-resco-mobile-crm-version-number-tell-you/ LINK]  {{Badge|Blog}}
   −
; {{anchor|View}} View
+
; {{anchor|View}} [[View]]
 
: Definition of a way to display CRM records to user.
 
: Definition of a way to display CRM records to user.
 
:* Picking views to search through: [https://blog.resco.net/2018/01/24/how-to-set-up-and-utilize-global-search-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Picking views to search through: [https://blog.resco.net/2018/01/24/how-to-set-up-and-utilize-global-search-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Utilize Next Wide option on list views: [https://blog.resco.net/2017/10/11/utilize-next-wide-option-on-list-views-to-efficiently-display-information-across-various-screen-sizes/ LINK]  {{Badge|Blog}}
 
:* Utilize Next Wide option on list views: [https://blog.resco.net/2017/10/11/utilize-next-wide-option-on-list-views-to-efficiently-display-information-across-various-screen-sizes/ LINK]  {{Badge|Blog}}
:* Calendar views and labels: [https://blog.resco.net/2017/09/27/quick-trick-for-the-calendar-customize-labels-of-your-activities/ LINK]  {{Badge|Blog}}
+
:* [[Calendar]] views and labels: [https://blog.resco.net/2017/09/27/quick-trick-for-the-calendar-customize-labels-of-your-activities/ LINK]  {{Badge|Blog}}
 
:* Document viewing: [https://blog.resco.net/2017/08/09/documents-in-mcrm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-2/ LINK]  {{Badge|Blog}}
 
:* Document viewing: [https://blog.resco.net/2017/08/09/documents-in-mcrm-sharepoint-dropbox-google-drive-onedrive-a-technical-deep-dive-part-2/ LINK]  {{Badge|Blog}}
 
:* Setting up flexible list view designs: [https://blog.resco.net/2016/12/01/how-to-set-up-flexible-list-view-designs-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Setting up flexible list view designs: [https://blog.resco.net/2016/12/01/how-to-set-up-flexible-list-view-designs-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}

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