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→External accounts
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=== External accounts === | === External accounts === | ||
; | ;SharePoint | ||
: | :Connect your Resco Mobile CRM to SharePoint ([[documents|cloud storage service]]). | ||
;Exchange | |||
:Connect your Resco Mobile CRM to [[Exchange]] (mail, contacts, calendar). | |||
;OneDrive | |||
:Connect your Resco Mobile CRM to OneDrive ([[documents|cloud storage service]]). | |||
;Dropbox | |||
:Connect your Resco Mobile CRM to Dropbox ([[documents|cloud storage service]]). | |||
;Box | |||
:Connect your Resco Mobile CRM to Box ([[documents|cloud storage service]]). | |||
;DocuSign | |||
:Connect your Resco Mobile CRM to [[DocuSign]] (legally binding signatures in [[mobile report]]s). | |||
=== Email === | |||
;Send email via | |||
:Select '''Device App''' to send mail using the default mail app installed on your device. | |||
:Select ''CRM Server''': to send mail via the CRM server (if supported by the server). | |||
:Users must have the right to create new records for the email entity and the attachment entity (activitymimeattachment). | |||
:If you have enabled integration with third-party mail services such as Exchange, you can use those services. | |||
;Use HTML email | |||
:Show mail as HTML or plain text. (Applies to CRM emails where HTML wasn’t stripped off. Exchange and Salesforce emails are always shown as HTML.) | |||
;Signature | |||
:Enter a text signature for your emails. | |||
;Load external content | |||
:Display remote content (often images or styles) in mail messages | |||
;Mark email as read | |||
:Should mail be marked as read after being displayed? | |||
=== Device integration === | |||
;Send invitations | |||
:Generate [[Exchange#Send_invitations|Exchange meeting invitations]] from your appointments | |||
;Reminders | |||
:When enabled, your mobile device will show you reminders of your upcoming CRM activities. | |||
=== Synchronization === | |||