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Inspections (view source)

Revision as of 11:16, 22 July 2024

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Resco Inspections performs excellently with our proprietary CRM solution, [[Resco Cloud]], but it can also be natively integrated with Microsoft Dynamics 365 and Salesforce. Additionally, we provide an API for integration with third-party systems.
Resco Inspections performs excellently with our proprietary CRM solution, [[Resco Cloud]], but it can also be natively integrated with Microsoft Dynamics 365 and Salesforce. Additionally, we provide an API for integration with third-party systems.
=== Resco Inspections on Resco Cloud ===
Resco Inspections works best on the dedicated inspections cloud. Use a web browser to connect to your organization.
# Go to <code><nowiki>https://inspections.resco.net/<your organization></nowiki></code>.
# Log in to your organization using the email and password you used for registering the organization.
# Click '''Log in''' to access the landing page: [[Manager's experience]] for Resco Inspections.
=== Resco Cloud ===
To access inspections features on your classic Resco Cloud, use a web browser to connect to your organization.
# Go to <code><nowiki>https://rescocrm.com/Login.aspx</nowiki></code>.
# Enter your organization name, email address, and your password.
# Click '''Log in'''.
To integrate Inspections feature into an existing Resco Cloud project
# Go to your Resco Cloud organization as described above.
# Start [[Woodford]] from the [[Resco_Cloud#Resco_Cloud_landing_page|landing page]].
# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].


=== Microsoft Dynamics ===
=== Microsoft Dynamics ===
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Salesforce users without admin rights need the appropriate permission to access Inspections features, see [[Getting_started_with_Salesforce#Grant_permissions_to_non-admins|Grant permissions to non-admins]].
Salesforce users without admin rights need the appropriate permission to access Inspections features, see [[Getting_started_with_Salesforce#Grant_permissions_to_non-admins|Grant permissions to non-admins]].
=== Resco Inspections on Resco Cloud ===
Resco Inspections works best on the dedicated inspections cloud. Use a web browser to connect to your organization.
# Go to <code><nowiki>https://inspections.resco.net/<your organization></nowiki></code>.
# Log in to your organization using the email and password you used for registering the organization.
# Click '''Log in''' to access the landing page: [[Manager's experience]] for Resco Inspections.
=== Resco Cloud ===
To access inspections features on your classic Resco Cloud, use a web browser to connect to your organization.
# Go to <code><nowiki>https://rescocrm.com/Login.aspx</nowiki></code>.
# Enter your organization name, email address, and your password.
# Click '''Log in'''.
To integrate Inspections feature into an existing Resco Cloud project
# Go to your Resco Cloud organization as described above.
# Start [[Woodford]] from the [[Resco_Cloud#Resco_Cloud_landing_page|landing page]].
# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].


=== SAP ERP ===
=== SAP ERP ===
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