Glossary: Difference between revisions

== A ==

: 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}}

; {{anchor|Agenda}} Agenda

:* 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}}

:* Form – Additional options for associated lists: [https://www.resco.net/woodford-user-guide/#__RefHeading__5869_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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.

:* 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}}

: 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 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}}

: 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}}

: 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 Rules: [https://youtu.be/kHZPlnvvLQY?t=4m33s LINK]  {{Badge|Webinar}}

; {{anchor|Button}} Button

== C ==

: 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”).

:* Setup – Call import (Android only): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850998 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}

: 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}}

:* Resolve a case: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850993 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}

: 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.

:* 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}}

: Communication channel

:* Chat – survey, notifications, channels, file transfer: [https://youtu.be/VZQMwM0b-N8?t=4m16s 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}}

; {{anchor|Checkin}} Check In/Check Out

; {{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.

:* 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}}

:* Conditional formatting, color coding: [https://blog.resco.net/2015/08/11/conditional-formatting/ LINK]  {{Badge|Blog}}

:* 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}}

:* Conditional visibility: [https://youtu.be/uocH_yaytq0?t=18m15s LINK]  {{Badge|Webinar}}

: 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}}

:* Inspections and configuration in Dynamics: [https://www.resco.net/woodford-user-guide/#_Toc497124714 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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}}

:* Creating a customization: [https://www.resco.net/woodford-user-guide/#__RefHeading__5809_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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}}

: 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}}

== D ==

: 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}}

:* 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}}

:* 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}}

: 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}}

:* Entity image on Edit Form: [https://www.resco.net/woodford-user-guide/#__RefHeading__5989_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: A message distributed by electronic means from one computer user to one or more recipients via a network.

: Also a CRM entity.

; {{anchor|Encryption}} Encryption

: The process of using an algorithm to transform information to make it unreadable for unauthorized users.

:* 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}}

: 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.

:* 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}}

; {{anchor|ERP}} ERP

; {{anchor|Events}} Events

: A time-defined record that should trigger a reminder.

:* CRM events in the personal calendar: [https://www.resco.net/woodford-user-guide/#__RefHeading__5947_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

; {{anchor|Excel}} Excel

: Software produced by Microsoft that allows users to organize, format and calculate data with formulas using a spreadsheet system.

: 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}}

:* 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}}

: 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}}

:* Using Facetime for calling: [https://blog.resco.net/2016/02/10/phone-call-tracking-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}

: 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}}

:* Fetch conditions from linked entities: [https://youtu.be/sGdE8xvb92o?t=26m8s LINK]  {{Badge|Webinar}}

: 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.

:* 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}}

:* 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}}

:* 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}}

:* 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}}

:* 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}}

:* 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}}

; {{anchor|Footer}} Footer

: Bottom part of list/view that contains a summary.

:* List/View footer: [https://www.resco.net/woodford-user-guide/#And_this_part LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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.

:* 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}}

:* 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}}

:* 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}}

:* Form item’s icon and name changes: [https://www.resco.net/woodford-user-guide/#__RefHeading__6001_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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}}

:* Form rules, On Load, On Change, On Save(+ examples): [https://www.resco.net/woodford-user-guide/#__RefHeading__5859_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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}}

:* 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}}

:* Appointments on Global Map: [https://www.resco.net/woodford-user-guide/#__RefHeading__5997_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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}}

:* Google integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5963_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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}}

:* Google integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5963_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

; {{anchor|Header}} Header

: Opposite of List/view footer.

:* 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}}

: 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}}

:* 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}}

:* Debugging an Offline HTML solution: [https://www.resco.net/debugging-offline-html-solution/ LINK]  {{Badge|Document}}

: 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}}

:* Form – IFrame: [https://www.resco.net/woodford-user-guide/#__RefHeading__5851_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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}}

:* 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}}

: 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: [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}}

:* Mobile Field Inspections: [https://blog.resco.net/2015/09/16/paperless-inspections/ LINK]  {{Badge|Blog}}

:* Inspections and configuration in Dynamics: [https://www.resco.net/woodford-user-guide/#_Toc497124714 LINK]  {{Badge|Document}} {{Badge|Woodford}}

; {{anchor|Inspector}} Inspector

: User (role) performing the inspection a site, filling out structured data into the application, usually in form of a questionnaire.

; {{anchor|Instance}} Instance

:* 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}}

:* 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}}

:* Phone contact integration: [https://youtu.be/Wad77Ob37gU?t=3m14s LINK]  {{Badge|Webinar}}

:* 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}}

:* 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}}

:* PIM integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5961_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

; {{anchor|Interface}} Interface

== J ==

: A programming language commonly used in web development.

:* Expanded JavaScript capabilities: [https://youtu.be/uocH_yaytq0?t=35m34s LINK]  {{Badge|Webinar}}

:* 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}}

: 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.

:* Qualify or disqualify a lead: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850961 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}

: 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}}

:* Mobile CRM limits: [https://blog.resco.net/2015/04/01/mobile-crm-limits/ LINK]  {{Badge|Blog}}

: 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}}

: Tracking the location of devices with Resco mobile app in real time. Part of [[Resco Routes]].

: 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}}

:* 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}}

== M ==

: 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}}

; {{anchor|Map}} Map

:* 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}}

:* 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}}

:* 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}}

:* 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}}

:* Global maps: [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}}

:* Memory limitations of Mobile CRM: [https://blog.resco.net/2015/04/01/mobile-crm-limits/ LINK]  {{Badge|Blog}}

: 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).

; {{anchor|Municipality}} Municipality

: City officials or council members working with a CS solution, mostly handling incident classification and management.

:* Resco consumer apps for municipalities: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK]  {{Badge|Blog}}

: 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}}

; {{anchor|Navigation}} Navigation

; {{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.

:* 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}}

:* Debugging an Offline HTML solution: [https://www.resco.net/debugging-offline-html-solution/ LINK]  {{Badge|Document}}

: Locally stored maps.

:* Offline maps & call screen for Android: [https://youtu.be/iLZ43KxGEW0?t=29m19s LINK]  {{Badge|Webinar}}

:* Offline maps: [https://www.resco.net/woodford-user-guide/#_Toc483815983 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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.

; {{anchor|Online}} Online (mode)

:* Phone call tracking: [https://blog.resco.net/2016/02/10/phone-call-tracking-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}

: 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}}

:* Form - Placeholder text: [https://www.resco.net/woodford-user-guide/#__RefHeading__5871_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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.

; {{anchor|Plugin}} Plugin

: A plug-in module or plug-in software.

; {{anchor|Portal}} Portal

: 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}}

; {{anchor|Print}} Print

:* 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}}

: 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}}

:* External(Portal) User project: [https://www.resco.net/woodford-user-guide/#__RefHeading__5995_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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}}

== Q ==

: 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}}

:* Inspection Designer Manual (Questionnaire chapters): [https://www.resco.net/inspection-designer-manual/ LINK]  {{Badge|Document}}

: 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}}

; {{anchor|Record}} Record

:* 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}}

:* Record - deep link: [https://www.resco.net/woodford-user-guide/#_Toc483816025 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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.

: 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.

; {{anchor|Responsive}} Responsive

:* Responsive View/List: [https://www.resco.net/woodford-user-guide/#_Toc483815922 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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 planning: [https://www.resco.net/woodford-user-guide/#_Toc483816000 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: 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.

:* Row scripts: [https://www.resco.net/woodford-user-guide/#_Toc483815916 LINK]  {{Badge|Document}} {{Badge|Woodford}}

: Set of conditions and steps defining the visual and functional aspect of a form.

:* 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}}

== S ==

:* 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}}

: User (role) managing the schedule of other users, assigning jobs or visits.

:* Scheduling view: [https://www.resco.net/field-service-guide/#_Toc494714008 LINK]  {{Badge|Document}} {{Badge|Field Service}}

; {{anchor|Scheduling}} Scheduling

: Process of resource planning.

:* 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}}

:* Dynamically displaying fields and sections: [https://blog.resco.net/2015/11/11/dynamically-show-hide-fields-and-sections/ LINK]  {{Badge|Blog}}

:* [[: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}}

:* 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}}

:* Security roles: [https://youtu.be/kptm_GQMsx4?t=21m30s LINK]  {{Badge|Webinar}}

; {{anchor|Server}} Server

:* 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}}

; {{anchor|Service}} Service

: An act of assistance.

: A system supplying a public need such as transport, communications, or utilities such as electricity and water. A public department or organization run by the state.

:* 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}}

:* Setup – Web service: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851014 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}

; {{anchor|Settings}} Settings

:* 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}}

; {{anchor|Setup}} Setup

:* Setup – Private calendars: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851017 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}

: 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}}

:* Extended form rules – Load fetch, shared variables, reload list/IFrame: [https://youtu.be/2dM7TSdNGqU?t=17m01s LINK]  {{Badge|Webinar}}

: 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 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}}

:* Mobile CRM data storage: [https://blog.resco.net/2015/04/01/mobile-crm-limits/ LINK]  {{Badge|Blog}}

: Set of functional and visual field settings.

: It is possible to change or add a style using the Edit Styles button on the Toolbar.

:* Form style editor: [https://www.resco.net/woodford-user-guide/#__RefHeading__5847_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}

:* 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}}

:* 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}}

:* 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}}

:* 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}}

: 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}}

; {{anchor|Tracking}} Tracking

: The act or process of following something or someone.

:* 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}}

: 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}}

== U ==

:* Version number: [https://blog.resco.net/2017/11/22/quick-tip-what-does-the-resco-mobile-crm-version-number-tell-you/ LINK]  {{Badge|Blog}}

: 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}}

:* 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}}

:* 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}}