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Setup (view source)

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You can then access Setup as normal.
You can then access Setup as normal.


== Accounts ==
== Root settings ==
 
=== CRM ===
 
Displays the synchronization window. You can review or modify the details of your current user and organization, or even start synchronization from here directly.
 
=== App ===
 
Switch to a different app project available for the currently logged-in user.
 
=== AppFolder ===
 
Internally, all metadata and data of an [[app projects|app project]] are saved to a local folder on your device. You can use the parameter AppFolder to specify the folder. This allows you to have multiple customizations ([[app projects]]) installed on a single device in parallel; in different folders. You can then simply modify the AppFolder to quickly change to a different organization/user/project.
 
Resco mobile apps always use a published project of the [[App_projects#Project_properties|highest priority suitable for their security role]]; and AppFolder does not modify this behavior. You need to use a different user (or a wholly different organization) to connect to other projects.
 
;If you want to add a project:
# Set '''AppFolder''' to a unique value, for example, ''TestProject''.
#: Do not use spaces or characters that cannot be used in folder names. Excluded characters depend on your device OS.
# Confirm the app folder name:
#* On Windows computers, press '''Enter''' on the keyboard.
#* On Android device, tap the magnifying glass icon on the on-screen keyboard.
#* On iOS, tap '''return''' on the on-screen keyboard.
# Save the configuration and restart the app.
# [[Connecting to CRM|Connect to the project]]; it will be saved to the folder specified.
 
;If you want to switch to a different project:
# Change '''AppFolder''' to a value that you previously used for a project.
# Save the configuration and restart the app.
 
The AppFolder parameter is available on all platforms. For Windows apps, you can alternatively use the [[command line options|command line option]] <code>-r</code> to achieve similar effect.
 
See also [https://youtu.be/GFPLHlY8Ynk a short demonstration of this functionality]. {{Badge|Webinar|YouTube}}
 
=== SharePoint, Dropbox, OneDrive, Box ===
 
Log in to your [[documents]] server.
 
=== Exchange ===
 
Configure your connection to Microsoft [[Exchange]] Server.
 
=== Google ===
 
Configure your connection to Google. This includes [[Google|Gmail]] and [[Documents|Google Drive]].
 
=== DocuSign ===
 
Configure your [[DocuSign integration|connection to DocuSign server]]. For more information, read how to [https://blog.resco.net/2018/05/02/please-sign-here-add-legally-binding-digital-signatures-to-forms-with-universign-integration/ add legally-binding digital signatures to forms]. {{Badge|Blog}}
 
== Network ==
 
=== Online Mode ===
Select when should online mode be used:
* '''Always''' – app runs always in online mode
* '''WiFi Only''' – app runs in online mode when the device is connected to internet via WiFi
* '''Manual''' – user can switch between Online and Offline mode manually
* '''Never''' – online mode is always switched off
 
=== Auto Sync ===
Select when to run [[automatic synchronization]]
* '''Never''' – auto synchronization is turned off
* '''On Start''' – app syncs automatically at the start of the app
* '''On Change''' – every time the user modifies something, the app will automatically sync the change
* '''On Start & Change''' – combination of both
 
=== Sync Login ===
When disabled, the synchronization window is not displayed when sync your app. The app performs synchronization in the background; you can continue using your app even while it synchronizes with your CRM server.
 
=== Save Password ===
* '''On''' – app does not require the login information each time it is launched.
* '''Off''' – after restarting the app, you only fill in the password (if the user name stays the same) or all info (if the user name has changed).
 
=== Use Fingerprint ===
 
When enabled, on app start, the app requires that you log in using the fingerprint saved in your device. You can cancel the touch sensor and provide the password instead. See also a [https://blog.resco.net/2017/12/20/access-the-resco-mobile-client-effortlessly-with-your-fingertip/ blog post] explaining this use case in more detail. {{Badge|Blog}}
 
== Appearance ==
 
* Theme – Light or Dark. Requires that your app project's [[theme]] has [[Theme#Brand_color.2C_dark_mode|brand color]] defined.
* Language – Change the language of the app (see [[list of supported languages]]). By default, it is set to Automatic. This means the app uses the language of your mobile device. Only languages added to the project/organization using [[localization]] are displayed.
* New Form UI – Use [[flexible form]] view to display forms instead of the tabbed view.
* Private Views – If you created and saved your [[View#Private_views|Private Views]] with Advanced Find, you can clone, delete, edit, or rename them here.
* Max Image Size – Default / 640 x 480 / 1024 x 768 / 1600 x 1200 / 2048 x 1536 / 2592 x 1936
* Save captured images to gallery – Photos and media captured in the app are also saved in your device's image/media gallery.
* Record Quality – Select the quality of videos stored in notes: Low / Medium / High (available for iOS and Windows Store versions of the app)
<!-- * List Buttons – Turn ON or OFF the default buttons such as Edit, More, Call or Email.    (function removed in release 13, actually controls the behavior - View#Buttons, there's a woodford configuration with same effect. might be reintroduced for ios/android)-->
* Distance Units – Select which distance units to use: metric or imperial.
* Map – Show or hide map on the home screen
* Show Map
* Download Offline Maps
* Remove Offline Maps
* Dashboard – Show or hide dashboard on the home screen
* Change List – Add a new temporary item called [[Change List]] to your [[home screen]]. It allows you to display records changed in the local database on the device, waiting for synchronization.
* Design Dashboards – Design your own [[dashboard]] directly in the app.
* Private Charts - Design your own [[chart]] directly in the app.
* AutoFormGrid – The minimum width in pixels after which a form switches to the [[Form#Displaying_multiple_fields_per_row|automatic grid mode]].
* Display Density – Set up the resolution (DPI) for your Android device (tablet or smartphone) – from Low to Extra Extra High.
* [[Voice control|Voice Control]] – Enable to control your app by voice.
 
== PIM ==
* Call Via
* Navigate To
* Personal Contacts
* Personal Calendars
* Send Invites – Generate [[Exchange#Send_invitations|Exchange meeting invitations]] from your appointments
* Use Reminders – If this is set to ON, your mobile device will show you reminders of your upcoming CRM activities.
* Send Email Via
** '''Device App''': send mail using the default mail app installed on your device
** '''CRM Server''': send mail via the CRM server
::: Users must have the right to create new records for the email entity and the attachment entity (activitymimeattachment).
** Alternatively, if you have enabled integration with third-party mail services, such as Google or Exchange, you can use those services.
* HTML Emails – Show emails as HTML or plain text. (Applies to CRM emails where HTML wasn’t stripped off. Google, Exchange, and Salesforce emails are always shown as HTML.)
* Signature – Enter a text signature for your emails.
* Exchange Folder
* Show Images
* Mark Email Read – Number of seconds to wait before an email is marked as read (-1 for never).
 
== Advanced ==
=== Home Realm ===
This is a system setup. No need to change anything.
 
=== ADFS Username ===
 
=== UseSystemOAuth ===
If set to true (default), the application will use system browser (Edge for Windows, Chrome for Android, Safari for iOS devices) which shares cache and cookies with Resco Mobile CRM app, which in return allows you to pick device-stored credentials to log in with.
 
If set to false, the app will use the internal browser (application infrastructure) when logging in.
 
=== UseCommonEndpointsForOAuth ===
 
=== MSAL Mode ===
 
Select how to use the [[MSAL authentication]] in Resco Mobile CRM: Off, No Prompt, Select, No Prompt with Broker, Select with Broker.
* Off: Fall back to the previous authentication method without MSAL.
* Select: Display a list of previously used accounts; users can select which to use.
* No prompt: Attempt to authenticate silently. This may work if you are already authenticated on a Windows computer. Falls back to a prompt if silent authentication is not viable.
* With broker: Use the Microsoft Authenticator broker app (on Android/iOS devices; the app must be installed). On Windows, use Web Account Manager (Windows component) as the broker.
 
=== Web Service ===
* '''Auto''' – standard setting
* '''Crm4'''
* '''Crm2011'''
* '''Xrm''' – if you have issues with synchronization, choose the Xrm option
 
=== Route Optimization Service ===
 
Users can switch between '''Beta''' (evaluation and experimental) and '''Production''' (tested and fully supported) versions of web service performing route optimization for [[Routes AI]].
 
=== Delete Data ===
You can delete your whole database from the app on your device here. All saved data and previously synchronized, can be then downloaded again with synchronizing the app with the server.
 
=== Storage Analyzer & SyncStats Analyzer ===
 
Pair of tools aimed at system administrators and support staff.
* [[Storage analyzer]]: statistical data about the local storage
* [[SyncStats analyzer]]: big picture sync performance analysis
 
=== Max Attachment Size ===
Specify the maximum size (in Bytes) of files and attachments that are downloaded to your app during synchronization. Larger attachments can still be downloaded on demand, but they are unavailable when offline.
 
=== Download Multiple Attachments ===
Traditionally, attachments are downloaded sequentially, one by one. Optionally, you can [[Synchronization_steps#Download_multiple_attachments_in_one_batch|download multiple attachments in one batch]].
 
=== Max Sync Records ===
Set the maximum number of records that are synchronized for each menu item (entity).
 
If you don’t see all your contacts, accounts, orders, etc. you need to increase this number. For instance: If you have 12.000 contacts and this value is set to 10.000, 2.000 contacts will be missing in your app. In general, using this parameter is discouraged. We recommend using [[Sync Filter]] to control which records are available offline.
 
=== Diag. Sync Log ===
Troubleshooting setting. Enable if you need more detailed information written to the sync log.
 
=== Default Fetch Page Size ===
 
Specify the maximum number of records to download in one request. This is the default value; Woodford admins can override this value in [[Advanced sync setup|Sync Config]]. In general, users should not modify this unless instructed by their support provider.
 
=== Dataverse: Use TDS ===
 
Opt in to enable [[Releases/Spring_2024#Dataverse:_faster_sync_download|faster sync (experimental)]].
 
=== Entity ===
Customize the entity lists that you want to have available in the home screen. Entities that you disable are still available on your device, they are just hidden from the home screen.
 
Your Woodford administrator can make some entities permanently unavailable in the mobile app ([[App_projects#Managing_entities|Manage entities]]) or restrict what records are synchronized ([[Sync Filter]]); this can greatly reduce synchronization times.
 
=== Client Certificate ===
 
=== PinnedCertificates ===
 
=== RFID Device ===
 
External RFID scanners can be paired with Android devices via Bluetooth and provide data for the Resco Mobile CRM application. Contact Resco support for more information.
 
= Setup after 18.0 =
{{WIP}}


;CRM
;CRM
Line 223: Line 29:
:Switch to a different [[App_projects#Grouping_app_projects|app project]] available for the currently logged-in user.
:Switch to a different [[App_projects#Grouping_app_projects|app project]] available for the currently logged-in user.


=== Experience ===
== Experience ==


;Theme
;Theme
Line 243: Line 49:
:Select the map app used for navigation.
:Select the map app used for navigation.


=== External accounts ===
== External accounts ==


;SharePoint
;SharePoint
Line 263: Line 69:
:Connect your Resco Mobile CRM to [[DocuSign]] (legally binding signatures in [[mobile report]]s).
:Connect your Resco Mobile CRM to [[DocuSign]] (legally binding signatures in [[mobile report]]s).


=== Email ===
== Email ==


;Send email via
;Send email via
Line 283: Line 89:
:Should mail be marked as read after being displayed?
:Should mail be marked as read after being displayed?


=== Device integration ===
== Device integration ==


;Show personal contacts
;Show personal contacts
Line 294: Line 100:
:When enabled, your mobile device will show you reminders of your upcoming CRM activities.
:When enabled, your mobile device will show you reminders of your upcoming CRM activities.


=== My customizations ===
== My customizations ==
If the user has a created their own views, dashboards, or charts, they can be managed from here.
If the user has a created their own views, dashboards, or charts, they can be managed from here.


Line 306: Line 112:
:Create or edit your [[Chart#Designing_charts_in_the_app|custom charts]].
:Create or edit your [[Chart#Designing_charts_in_the_app|custom charts]].


=== Synchronization ===
== Synchronization ==


;Online mode
;Online mode
Line 359: Line 165:
: Android app ignores these settings. Windows Desktop app doesn't support audio/video capture.
: Android app ignores these settings. Windows Desktop app doesn't support audio/video capture.


=== Advanced ===
== Advanced ==


;App folder
;App folder
Line 420: Line 226:


On Power Platform / Dynamics, the names of the parameters are stored in localization when Resco is first connected to the Power Platform. As a result, you might see older parameter names on these platforms.
On Power Platform / Dynamics, the names of the parameters are stored in localization when Resco is first connected to the Power Platform. As a result, you might see older parameter names on these platforms.
== Deprecated settings ==
As part of the redesign in [[Releases/Winter 2025|release 18.0]], some setup options were deprecated and are no longer accessible to users. If some of the deprecated settings are useful to you, you need to contact Resco support to unlock the deprecated section of Setup for you.
* Use System OAuth
* Use Common Endpoints For OAuth
* AutoFormGrid
* Web Browser
Show on Home
* Map
* Dashboard
* Exchange Folder
* Web UI
* Entity
== Legacy setup ==
If you are using Resco Mobile CRM 17.2.12 or earlier, the settings are organized differently. Refer to the table below.
{| class="wikitable collapsible collapsed"
| Accounts
|
;CRM: Displays the synchronization window. You can review or modify the details of your current user and organization, or even start synchronization from here directly.
;App: Switch to a different app project available for the currently logged-in user.
;AppFolder
:Internally, all metadata and data of an [[app projects|app project]] are saved to a local folder on your device. You can use the parameter AppFolder to specify the folder. This allows you to have multiple customizations ([[app projects]]) installed on a single device in parallel; in different folders. You can then simply modify the AppFolder to quickly change to a different organization/user/project.
:Resco mobile apps always use a published project of the [[App_projects#Project_properties|highest priority suitable for their security role]]; and AppFolder does not modify this behavior. You need to use a different user (or a wholly different organization) to connect to other projects.
:If you want to add a project:
:# Set '''AppFolder''' to a unique value, for example, ''TestProject''.
:#: Do not use spaces or characters that cannot be used in folder names. Excluded characters depend on your device OS.
:# Confirm the app folder name:
:#* On Windows computers, press '''Enter''' on the keyboard.
:#* On Android device, tap the magnifying glass icon on the on-screen keyboard.
:#* On iOS, tap '''return''' on the on-screen keyboard.
:# Save the configuration and restart the app.
:# [[Connecting to CRM|Connect to the project]]; it will be saved to the folder specified.
:If you want to switch to a different project:
:# Change '''AppFolder''' to a value that you previously used for a project.
:# Save the configuration and restart the app.
:The AppFolder parameter is available on all platforms. For Windows apps, you can alternatively use the [[command line options|command line option]] <code>-r</code> to achieve similar effect.
:See also [https://youtu.be/GFPLHlY8Ynk a short demonstration of this functionality]. {{Badge|Webinar|YouTube}}
;SharePoint, Dropbox, OneDrive, Box
:Log in to your [[documents]] server.
;Exchange
:Configure your connection to Microsoft [[Exchange]] Server.
;Google
:Configure your connection to Google. This includes [[Google|Gmail]] and [[Documents|Google Drive]].
;DocuSign
:Configure your [[DocuSign integration|connection to DocuSign server]]. For more information, read how to [https://blog.resco.net/2018/05/02/please-sign-here-add-legally-binding-digital-signatures-to-forms-with-universign-integration/ add legally-binding digital signatures to forms]. {{Badge|Blog}}
|-
| Network
|
;Online Mode
:Select when should online mode be used:
:* '''Always''' – app runs always in online mode
:* '''WiFi Only''' – app runs in online mode when the device is connected to internet via WiFi
:* '''Manual''' – user can switch between Online and Offline mode manually
:* '''Never''' – online mode is always switched off
;Auto Sync
:Select when to run [[automatic synchronization]]
:* '''Never''' – auto synchronization is turned off
:* '''On Start''' – app syncs automatically at the start of the app
:* '''On Change''' – every time the user modifies something, the app will automatically sync the change
:* '''On Start & Change''' – combination of both
;Sync Login
:When disabled, the synchronization window is not displayed when sync your app. The app performs synchronization in the background; you can continue using your app even while it synchronizes with your CRM server.
;Save Password
:* '''On''' – app does not require the login information each time it is launched.
:* '''Off''' – after restarting the app, you only fill in the password (if the user name stays the same) or all info (if the user name has changed).
;Use Fingerprint
:When enabled, on app start, the app requires that you log in using the fingerprint saved in your device. You can cancel the touch sensor and provide the password instead. See also a [https://blog.resco.net/2017/12/20/access-the-resco-mobile-client-effortlessly-with-your-fingertip/ blog post] explaining this use case in more detail. {{Badge|Blog}}
|-
| Appearance
|
* Theme – Light or Dark. Requires that your app project's [[theme]] has [[Theme#Brand_color.2C_dark_mode|brand color]] defined.
* Language – Change the language of the app (see [[list of supported languages]]). By default, it is set to Automatic. This means the app uses the language of your mobile device. Only languages added to the project/organization using [[localization]] are displayed.
* New Form UI – Use [[flexible form]] view to display forms instead of the tabbed view.
* Private Views – If you created and saved your [[View#Private_views|Private Views]] with Advanced Find, you can clone, delete, edit, or rename them here.
* Max Image Size – Default / 640 x 480 / 1024 x 768 / 1600 x 1200 / 2048 x 1536 / 2592 x 1936
* Save captured images to gallery – Photos and media captured in the app are also saved in your device's image/media gallery.
* Record Quality – Select the quality of videos stored in notes: Low / Medium / High (available for iOS and Windows Store versions of the app)
<!-- * List Buttons – Turn ON or OFF the default buttons such as Edit, More, Call or Email.    (function removed in release 13, actually controls the behavior - View#Buttons, there's a woodford configuration with same effect. might be reintroduced for ios/android)-->
* Distance Units – Select which distance units to use: metric or imperial.
* Map – Show or hide map on the home screen
* Show Map
* Download Offline Maps
* Remove Offline Maps
* Dashboard – Show or hide dashboard on the home screen
* Change List – Add a new temporary item called [[Change List]] to your [[home screen]]. It allows you to display records changed in the local database on the device, waiting for synchronization.
* Design Dashboards – Design your own [[dashboard]] directly in the app.
* Private Charts - Design your own [[chart]] directly in the app.
* AutoFormGrid – The minimum width in pixels after which a form switches to the [[Form#Displaying_multiple_fields_per_row|automatic grid mode]].
* Display Density – Set up the resolution (DPI) for your Android device (tablet or smartphone) – from Low to Extra Extra High.
* [[Voice control|Voice Control]] – Enable to control your app by voice.
|-
| PIM
|
* Call Via
* Navigate To
* Personal Contacts
* Personal Calendars
* Send Invites – Generate [[Exchange#Send_invitations|Exchange meeting invitations]] from your appointments
* Use Reminders – If this is set to ON, your mobile device will show you reminders of your upcoming CRM activities.
* Send Email Via
** '''Device App''': send mail using the default mail app installed on your device
** '''CRM Server''': send mail via the CRM server
::: Users must have the right to create new records for the email entity and the attachment entity (activitymimeattachment).
** Alternatively, if you have enabled integration with third-party mail services, such as Google or Exchange, you can use those services.
* HTML Emails – Show emails as HTML or plain text. (Applies to CRM emails where HTML wasn’t stripped off. Google, Exchange, and Salesforce emails are always shown as HTML.)
* Signature – Enter a text signature for your emails.
* Exchange Folder
* Show Images
* Mark Email Read – Number of seconds to wait before an email is marked as read (-1 for never).
|-
| Advanced
|
;Home Realm: This is a system setup. No need to change anything.
;ADFS Username
;UseSystemOAuth: If set to true (default), the application will use system browser (Edge for Windows, Chrome for Android, Safari for iOS devices) which shares cache and cookies with Resco Mobile CRM app, which in return allows you to pick device-stored credentials to log in with.
:If set to false, the app will use the internal browser (application infrastructure) when logging in.
;UseCommonEndpointsForOAuth
;MSAL Mode: Select how to use the [[MSAL authentication]] in Resco Mobile CRM: Off, No Prompt, Select, No Prompt with Broker, Select with Broker.
:* Off: Fall back to the previous authentication method without MSAL.
:* Select: Display a list of previously used accounts; users can select which to use.
:* No prompt: Attempt to authenticate silently. This may work if you are already authenticated on a Windows computer. Falls back to a prompt if silent authentication is not viable.
:* With broker: Use the Microsoft Authenticator broker app (on Android/iOS devices; the app must be installed). On Windows, use Web Account Manager (Windows component) as the broker.
;Web Service
:* '''Auto''' – standard setting
:* '''Crm4'''
:* '''Crm2011'''
:* '''Xrm''' – if you have issues with synchronization, choose the Xrm option
;Route Optimization Service
:Users can switch between '''Beta''' (evaluation and experimental) and '''Production''' (tested and fully supported) versions of web service performing route optimization for [[Routes AI]].
;Delete Data
:You can delete your whole database from the app on your device here. All saved data and previously synchronized, can be then downloaded again with synchronizing the app with the server.
;Storage Analyzer & SyncStats Analyzer
:Pair of tools aimed at system administrators and support staff.
:* [[Storage analyzer]]: statistical data about the local storage
:* [[SyncStats analyzer]]: big picture sync performance analysis
;Max Attachment Size
:Specify the maximum size (in Bytes) of files and attachments that are downloaded to your app during synchronization. Larger attachments can still be downloaded on demand, but they are unavailable when offline.
;Download Multiple Attachments
:Traditionally, attachments are downloaded sequentially, one by one. Optionally, you can [[Synchronization_steps#Download_multiple_attachments_in_one_batch|download multiple attachments in one batch]].
;Max Sync Records
:Set the maximum number of records that are synchronized for each menu item (entity).
:If you don’t see all your contacts, accounts, orders, etc. you need to increase this number. For instance: If you have 12.000 contacts and this value is set to 10.000, 2.000 contacts will be missing in your app. In general, using this parameter is discouraged. We recommend using [[Sync Filter]] to control which records are available offline.
;Diag. Sync Log
:Troubleshooting setting. Enable if you need more detailed information written to the sync log.
;Default Fetch Page Size
:Specify the maximum number of records to download in one request. This is the default value; Woodford admins can override this value in [[Advanced sync setup|Sync Config]]. In general, users should not modify this unless instructed by their support provider.
;Dataverse: Use TDS
:Opt in to enable [[Releases/Spring_2024#Dataverse:_faster_sync_download|faster sync (experimental)]].
;Entity
:Customize the entity lists that you want to have available in the home screen. Entities that you disable are still available on your device, they are just hidden from the home screen.
:Your Woodford administrator can make some entities permanently unavailable in the mobile app ([[App_projects#Managing_entities|Manage entities]]) or restrict what records are synchronized ([[Sync Filter]]); this can greatly reduce synchronization times.
; Client Certificate
; PinnedCertificates
; RFID Device
:External RFID scanners can be paired with Android devices via Bluetooth and provide data for the Resco Mobile CRM application. Contact Resco support for more information.
|}




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