Changes

Glossary (view source)

Revision as of 06:30, 30 June 2021

49,352 bytes removed , 30 June

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; {{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.

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:* About~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5807_1627906509 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Woodford}}

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:* [[About]] {{Badge|Woodford}}

; {{anchor|Account}} Account

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:* Account filtering: [https://blog.resco.net/2017/10/30/account-filtering-according-to-the-location/ LINK] {{Badge|Blog}}

:* Example: Automatically assigned a discount percentage on a new order according to the type of account: [https://youtu.be/RbCyjOYLewc?t=0m0s LINK] {{Badge|Webinar}}

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:* Accounts – switch to a map view: [~~https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850946 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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:* Accounts – switch to a map view: [[Resco_Mobile_CRM#Accounts.2C_contacts.2C_and_leads|Accounts, contacts, and leads]] {{Badge|Resco Mobile CRM App}}

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~~:* Add a new account:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850947 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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~~:* Editing accounts: [https://www~~.~~resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392850948 LINK] {{Badge|Document}} {{Badge~~|~~Resco Mobile CRM App}}~~

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~~:* View the account details: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850949 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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~~:* Account’s Notes tab: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850950 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

; {{anchor|Activity}} Activity

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: Activities are sets of duties ranging between Appointments, Phone Calls or Tasks.

:* Activity label customization: [https://blog.resco.net/2017/09/27/quick-trick-for-the-calendar-customize-labels-of-your-activities/ LINK] {{Badge|Blog}}

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:* ~~Add a new activity:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850936 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

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:* [[Resco_Mobile_CRM#Activities|Working with activities]] {{Badge|Resco Mobile CRM App}}

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:* Create new appointment or service activity in calendar: [https://www.~~resco~~.~~net/resco-mobile-crm-app-user-guide~~/~~#_Toc392850944~~ LINK] {{Badge|~~Document~~}} {{Badge|Resco Mobile CRM App}}

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:* Create new appointment or service activity in calendar: [https://www.youtube.com/watch?v=8HLIz8A7AIs LINK] {{Badge|Webinar}} {{Badge|Resco Mobile CRM App}}

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:* [[Social]] – Activity feeds~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5901_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

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:* [[Social]] – Activity feeds

; {{anchor|Adxstudio}} Adxstudio

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; {{anchor|Android}} Android

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: An open source operating system primarily used in mobile devices. Written primarily in Java and based on the Linux operating system, it was initially developed by Android Inc. and was eventually purchased by Google in 2005.

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: An open-source operating system primarily used in mobile devices. Written primarily in Java and based on the Linux operating system, it was initially developed by Android Inc. and was eventually purchased by Google in 2005.

:* Setting up the fingerprint functionality in Resco Mobile CRM app on the Android device: [https://blog.resco.net/2017/12/20/access-the-resco-mobile-client-effortlessly-with-your-fingertip/ LINK] {{Badge|Blog}}

:* What software and hardware requirements do you need to consider before buying mobile devices for Resco Mobile CRM: [https://blog.resco.net/2015/02/03/resco-mobile-crm-what-software-and-hardware-requirements/ LINK] {{Badge|Blog}}

; {{anchor|Appointment}} Appointment

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: Type of an Activity that contains the subject, location and start/end times. It has a settable priority and status together with the status reason. User can add notes to any appointment. It can be converted into Opportunity or Case.

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: Type of an Activity that contains the subject, location and start/end times. It has a settable priority and status together with the status reason. User can add notes to any appointment. It can be converted into an Opportunity or Case.

:* How to customize labels of user’s Activities on the Appointment entity example: [https://blog.resco.net/2017/09/27/quick-trick-for-the-calendar-customize-labels-of-your-activities/ 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}}

:* Appointments from Exchange: [https://youtu.be/jELqHaeS01E?t=33m51s LINK] {{Badge|Webinar}}

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:* ~~Convert appointment to opportunity:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850937 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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:* [[Resco_Mobile_CRM#Opportunities.2C_quotes.2C_orders.2C_and_invoices|Opportunities, quotes, orders, and invoices]]

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~~:* Convert appointment/call to a case: [https://www~~.~~resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392850938 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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:* Appointments on [[global map]] {{Badge|Woodford}}

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~~:* Complete appointment or call: [https://www.resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392850939 LINK] {{Badge~~|~~Document}} {{Badge|Resco Mobile CRM App}}~~

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~~:* Cancel appointment or call: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850940 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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~~:* Create new appointment or service activity in calendar: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850944 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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

; {{anchor|Arrange}} Arrange

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; {{anchor|Associated list}} Associated list

: A list of records associated/related with currently opened record.

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: When user selects an associated list, and clicks on Properties (or double clicks on the associated list), the options for the list will be displayed in section.

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: When a user selects an associated list and clicks on Properties (or double clicks on the associated list), the options for the list will be displayed in section.

:* Form – Additional options for associated lists: [[Form#Associated_tab_properties|Associated tab properties]]

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:* Mobile Audit Analytics capabilities: [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}}

:* Extended mobile auditing capabilities: [https://youtu.be/iLZ43KxGEW0?t=2m38s LINK] {{Badge|Webinar}}

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:* Auditing~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5909_1627906509 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Woodford}}

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:* [[Auditing]] {{Badge|Woodford}}

; {{anchor|Authentication}} Authentication

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; {{anchor|Branding}} [[Branding]] (section)

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: Woodford section for setting custom info about the application such as manufacturer, title, website or support email.

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: Woodford section for setting custom info about the application such as manufacturer, title, website or support email. {{Badge|Woodford}}

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

:* [[Business Process Flow]]: Make certain business processes available on mobile CRM app.

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:* [[Form]] ~~Rules~~: ~~[https://www~~.~~resco.net/woodford-user-guide/#__RefHeading__5859_1627906509 LINK] {{Badge|Document}}~~ {{Badge|Woodford}}

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:* [[Form rules]]: Add business logic to your forms. {{Badge|Woodford}}

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:* [[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: Option for advanced business logic scenarios. {{Badge|Woodford}}

; {{anchor|Button}} Button

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:* Reactivating inactive records with a set of commands: [https://blog.resco.net/2017/11/06/how-to-make-inactive-records-active-again-in-resco-mobile-crm/ LINK] {{Badge|Blog}}

:* Running report functionality and the commands connected to it: [https://blog.resco.net/2015/03/03/run-reports/ LINK] {{Badge|Blog}}

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:* Setup – List Buttons: ~~[https://www.resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392851000 LINK] {{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

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:* Setup – [[View#Buttons|List Buttons]]: Each row in a view can include buttons for quick actions, for example Call or Email. {{Badge|Resco Mobile CRM App}}

:* Form – Edit commands: [[Form_commands#Available_commands|Available commands]]

:* Form – Custom commands: [[Form_commands#Custom_commands|Custom commands]]

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:* [[Form#Additional_form_components|Form buttons]]

== C ==

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:* Calendar sharing: [https://youtu.be/C9dCC9mdyOM?t=18m13s LINK] {{Badge|Webinar}}

:* Multiple dashboards, Maps and Calendars with additional functions: [https://youtu.be/kHZPlnvvLQY?t=19m44s LINK] {{Badge|Webinar}}

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:* Switch calendar views: [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850943 LINK] {{Badge|Document}} {{Badge~~|~~Resco Mobile CRM App}}~~

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:* Switch calendar views: [[Resco_Mobile_CRM#Calendar|Calendar in the app]] {{Badge|Resco Mobile CRM App}}

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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}}

:* [[Calendar]]

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:* Calendar - [[Calendar#Views_tab|Views tab]]

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:* Calendar – [[Calendar#Views_tab|Views tab]]

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:* Calendar - [[Calendar#Constraints_tab|Constraints tab]]

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:* Calendar – [[Calendar#Constraints_tab|Constraints tab]]

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:* Calendar - [[Calendar#Rules_tab|Rules tab]]

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:* Calendar – [[Calendar#Rules_tab|Rules tab]]

:* [[Events_and_reminders#CRM_events_in_personal_calendar|CRM events in the personal calendar]]

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: Turn ON or OFF the import of calls from your Android mobile device to your mobile CRM app. Then you can save incoming calls as call activities.

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

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:* ~~Call or email directly from Resco Mobile CRM App:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850933 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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:* [[Resco_Mobile_CRM#Calls_and_emails|Call or email directly]] from Resco Mobile CRM App {{Badge|Resco Mobile CRM App}}

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~~:* Convert appointment/call to a case:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850938 LINK] {{Badge~~|~~Document}} {{Badge|Resco Mobile CRM App}}~~

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~~:* Complete appointment~~ or ~~call: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850939 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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~~:* Set call to “Made”, “Received” or “Cancel”: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850941 LINK~~] ~~{{Badge|Document}} {{Badge|~~Resco Mobile CRM App}}

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~~:* Create new appointment or service activity in calendar: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850944 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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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}}

; {{anchor|Execute}} [[Rules editor|Can execute]]

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:* [[Form_commands#Can_Execute_example|Can execute example]]

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; {{anchor|Case}} Case

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; {{anchor|Case}} [[Resco_Mobile_CRM#Cases|Case]]

: Specific CRM entity.

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:* ~~Add a~~ new ~~case: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850990 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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:* You can add new cases, edit them, view the details, or resolve them.

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~~:* Edit~~ cases~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850991 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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~~:* View~~ the details ~~of a case: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850992 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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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}}~~

; {{anchor|Charts}} [[Chart]]s

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: 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.

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: Charts can be used in two cases. Users 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.

:* In-app chart editor: [https://youtu.be/B5mMIqJYy-Y?t=3m35s 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}}

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:* [[Dashboard]] - [[Chart]]s

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:* [[Dashboard]] – [[Chart]]s

; {{anchor|Chat}} [[Chat]]

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:* Chat with multimedia support: [https://youtu.be/boefrMnDlug?t=26m20s LINK] {{Badge|Webinar}}

:* Chat: [https://youtu.be/C9dCC9mdyOM?t=10m05s LINK] {{Badge|Webinar}}

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:* [[Social]] - [[Chat]]

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:* [[Social]] – [[Chat]]

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:* [[Chat#Chatter_for_Salesforce|Salesforce Chatter]]

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

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; {{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.

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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}}

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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}}

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:* City Smart Services – a cloud based solution: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK] {{Badge|Blog}}

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:* City Smart Services – a cloud-based solution: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK] {{Badge|Blog}}

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:* Resco Cloud ~~Guide: [https://www.resco.net/resco-cloud-guide/ LINK~~] ~~{{Badge|Document}}~~

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:* [[Resco Cloud]]

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:* ~~Resco Cloud Field Service Guide:~~ [~~https://www.resco.net/resco-cloud-field-service-guide/ LINK] {{Badge|Document}}~~

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:* [[Integration with marketing services]]

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~~:* Integrating external~~ marketing services ~~with Resco Cloud’s Resco CRM Server: [https://www.resco.net/downloads/Marketing_services_&_Resco_Cloud.pdf LINK~~] ~~{{Badge|Document}}~~

; {{anchor|Collection}} Collection

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: In this case it’s a data gathering.

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: In this case, it’s a data gathering.

:* Mobile Audit Analytics – collecting data: [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}}

:* Detail collection: [https://youtu.be/2dM7TSdNGqU?t=40m48s LINK] {{Badge|Webinar}}

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:* Form – Edit commands: [[Form commands]]

:* Form – Custom commands: [[Form_commands#Custom_commands|Custom commands]]

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:* Setup – List Buttons~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851000 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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:* [[View#Buttons|Setup – List Buttons]]

; [[Form_commands#Form_rules|Command rules]]

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: Business logic describing when command is available and its functionality.

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: Business logic describing when a command is available and its functionality.

:* See ON CAN EXECUTE and CAN EXECUTE keywords.

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

:* HTML Contact Information form: [https://youtu.be/sGdE8xvb92o?t=19m56s LINK] {{Badge|Webinar}}

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:* ~~Contacts – Switch to a map view:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850952 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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:* [[Resco_Mobile_CRM#Accounts.2C_contacts.2C_and_leads|Contacts]] {{Badge|Resco Mobile CRM App}}

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~~:* Add a new contact: [https://www~~.~~resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392850953 LINK] {{Badge~~|~~Document}} {{Badge|Resco Mobile CRM App}}~~

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~~:* Edit contacts: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850954 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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~~:* View contact details: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850955 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

:* [[Form#Contact_information_form|Contact information form]] (deprecated)

:* Entity image on Contact Information Form: [[Images#Entity_image_.28Dynamics.29|Entity images]]

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; {{anchor|Images}} [[Images|Custom images]]

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: ~~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.

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: To add a picture to a custom item, you can use the default directories, or you can create your own Directory, where you can store custom images.

:* [[Images#Adding_a_custom_image|Adding a custom image]]

:* [[Images#Bulk_changes|Bulk change/import of custom images]]

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:* Dashboard design in the mobile app: [https://youtu.be/uocH_yaytq0?t=5m29s LINK] {{Badge|Webinar}}

:* Multiple dashboards, Maps and Calendars with additional functions: [https://youtu.be/kHZPlnvvLQY?t=19m44s LINK] {{Badge|Webinar}}

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:* ~~Dashboard:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850922 LINK] {{Badge|Document}} {{Badge~~|~~Resco Mobile CRM App}}~~

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:* [[Resco_Mobile_CRM#Dashboard|Dashboards in the app]]

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~~:* Setup – Map and dashboard: [https://www.resco.net/resco-mobile-crm-~~app~~-user-guide/#_Toc392850999 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

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:* [[Dashboard]] – [[Chart]]s – [[Dashboard#Creating_an_dashboard|Creating a dashboard]]

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:* Dashboard: [~~https://www.resco.net/woodford-user-guide/#__RefHeading__5887_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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:* Creating a dashboard~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5891_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

; {{anchor|Data}} Data

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:* Saving changes only when the specific data is associated: [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}}

:* The endless configuration possibilities with Salesforce data – for phones and tablets: [https://blog.resco.net/2018/03/27/salesforce-customization/ LINK] {{Badge|Blog}}

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:* 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}}

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:* 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 access and Offline HTML: [https://youtu.be/R7GpdC_y17Y?t=2m57s LINK] {{Badge|Webinar}}

:* CRM Data management: [https://youtu.be/MuEVr6Qg7ns?t=3m36s LINK] {{Badge|Webinar}}

:* Data images on Lists/Views: [https://youtu.be/INK4PsAyX8g?t=9m50s LINK] {{Badge|Webinar}}

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:* Setup – Delete data~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851012 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

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:* [[Setup#Delete_Data|Setup – Delete data]] {{Badge|Resco Mobile CRM App}}

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~~:* Data filtering: [https://www.resco.net/field-service-guide/#_Toc494714014 LINK] {{Badge|Document}} {{Badge|Field Service~~}}

; {{anchor|Database}} Database

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; {{anchor|Deep}} Deep link

: A hyperlink that links to a specific, generally searchable or indexed, piece of content.

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

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:* [[Communication with external applications|Record – deep link]]

; {{anchor|Design}} Design

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:* Work with documents in Resco Mobile CRM: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK] {{Badge|Blog}}

:* [[Documents|Document sources]], integration with Dropbox and Google Drive, list of documents, media tab: [https://youtu.be/Wad77Ob37gU?t=20m45s LINK] {{Badge|Webinar}}

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:* Documents on DropBox, Google Drive and SharePoint~~: [https://www.resco.net/woodford-user-guide/#_Toc483815991 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

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:* [[Documents|Documents on DropBox, Google Drive and SharePoint]]

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~~:* External document sync filter options: [https://www.resco.net/woodford-user-guide/#External_Document_Sync LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

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:* [[Document filters|Document filtering]] (BLOB filters)

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:* [[Document filters|Document filtering]]~~: [https://www.resco.net/support/document-filtering/ LINK] {{Badge|Document}}~~

; {{anchor|Dropbox}} [[DropBox]]

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:* Documents in Resco Mobile CRM, support for Dropbox: [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}}

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:* Documents on DropBox, Google Drive and SharePoint~~: [https://www.resco.net/woodford-user-guide/#_Toc483815991 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Documents|Documents on DropBox, Google Drive and SharePoint]]

; {{anchor|Dropdown}} Dropdown

: This feature allows user to predefine input for users, so instead of entering a value, they can choose to use options from drop down list (or enter what is needed manually).

: Also known as an option set.

−

:* Dropdowns in text fields: [https://youtu.be/9vL4QRN_1dk?t=34m05s ~~LINK~~] {{Badge|Webinar}}

+

:* Dropdowns in text fields: Read [[Localization_examples#Drop-down_options_for_text_input_fields|detailed instructions]] or watch the [https://youtu.be/9vL4QRN_1dk?t=34m05s webinar]. {{Badge|Webinar}}

== E ==

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:* Email viewing, editing and tracking, signature, emails for tracked entities: [https://youtu.be/Wad77Ob37gU?t=10m32s LINK] {{Badge|Webinar}}

:* Offline HTML, text editor in Woodford, drag&drop: [https://youtu.be/Wad77Ob37gU?t=29m12s LINK] {{Badge|Webinar}}

−

:* ~~Edit accounts:~~ [~~https://www~~.~~resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392850948 LINK] {{Badge~~|~~Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Resco_Mobile_CRM#Accounts.2C_contacts.2C_and_leads|Edit accounts, contacts, leads]] {{Badge|Resco Mobile CRM App}}

−

:* Edit contacts~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850954 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* [[Resco_Mobile_CRM#Opportunities.2C_quotes.2C_orders.2C_and_invoices|Edit opportunities, quotes, orders, invoices]] {{Badge|Resco Mobile CRM App}}

−

:* ~~Edit leads:~~ [~~https://www~~.~~resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392850959 LINK] {{Badge~~|~~Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Resco_Mobile_CRM#Products|Add or edit products]] {{Badge|Resco Mobile CRM App}}

−

:* Edit opportunities~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850964 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Resco_Mobile_CRM#Cases|Edit cases]] {{Badge|Resco Mobile CRM App}}

−

~~:* Edit quotes: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850969 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* WorkOrder schedule editing: See [[Schedule Board]].

−

:* ~~Edit orders:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850976 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* View – [[View#Edit_filter|Edit filter]] {{Badge|Woodford}}

−

~~:* Edit invoices:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850982 LINK] {{Badge|Document}} {{Badge~~|~~Resco Mobile CRM App}}~~

+

:* View – [[View#Edit_sort|Edit sort]] {{Badge|Woodford}}

−

:* Add or edit products~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850988 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* View – [[View#Edit_search|Edit search]] {{Badge|Woodford}}

−

:* Edit cases~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850991 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* View – [[View#Editable_field|Editable field (editable list)]] {{Badge|Woodford}}

−

:* WorkOrder schedule editing ~~(drag&drop)~~: [~~https://www~~.~~resco.net/field-service-guide/#_Toc494714019 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

+

:* [[Form#Types_of_forms|Edit form]] {{Badge|Woodford}}

−

:* ~~WorkOrder schedule editing (edit dialog):~~ [~~https://www.resco.net/field-service-guide/#_Toc494714021 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

+

:* [[Images#Default_.2F_editable_images_in_views|Default and Editable List/View Images]] {{Badge|Woodford}}

−

~~:* WorkOrder schedule editing (form):~~ [~~https://www.resco.net/field-service-guide/~~#~~_Toc494714022 LINK] {{Badge~~|~~Document}} {{Badge|Field Service}}~~

+

:* [[Images#Use_Note_attachment_as_image_in_forms|Edit Form picture from Note]] {{Badge|Woodford}}

−

~~:* View –~~ Edit filter~~: [https://www.resco.net/woodford-user-guide/#_Toc483815907 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Woodford}}

+

:* [[Images#Entity_images|Entity image]] on Edit Form {{Badge|Woodford}}

−

:* View – Edit sort~~: [https://www.resco.net/woodford-user-guide/#_Toc483815908 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Woodford}}

+

−

:* View – Edit search~~: [https://www.resco.net/woodford-user-guide/#_Toc483815909 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Woodford}}

+

; {{anchor|Editor}} Editors

−

:* View – Editable field (editable list)~~: [https://www.resco.net/woodford-user-guide/#_Toc483815918 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Woodford}}

+

:* [[Command editor]]

−

:* Edit form~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5841_1627906509 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Woodford}}

+

:* [[Filter editor]]

−

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

+

:* [[Rules editor]]

−

~~:* Form - Edit commands: [https://www~~.~~resco.net/woodford-user-guide/#__RefHeading__5861_1627906509 LINK] {{Badge~~|~~Document}} {{Badge|Woodford}}~~

+

:* [[Style editor]]

−

:* Default and Editable List/View Images~~: [https://www.resco.net/woodford-user-guide/#_Toc483816010 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Woodford}}

−

:* Edit Form picture from Note~~: [https://www.resco.net/woodford-user-guide/#_Toc426143631 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|Email}} [[Email integration|Email]]

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:* Uploading files from an email into the application: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK] {{Badge|Blog}}

:* Sending tracked emails from Resco’s mobile client for Microsoft Dynamics CRM: [https://blog.resco.net/2015/02/17/email-tracking-microsoft-dynamics-crm-moblile-app/ LINK] {{Badge|Blog}}

−

:* Email - unread functionality: [https://youtu.be/VZQMwM0b-N8?t=2m22s LINK] {{Badge|Webinar}}

+

:* Email – unread functionality: [https://youtu.be/VZQMwM0b-N8?t=2m22s LINK] {{Badge|Webinar}}

:* Email templates: [https://youtu.be/REgaV6ymYWM?t=34m5s LINK] {{Badge|Webinar}}

:* Email viewing, editing and tracking, signature, emails for tracked entities: [https://youtu.be/Wad77Ob37gU?t=10m32s LINK] {{Badge|Webinar}}

:* Email improvements – HTML mail viewer and editor, Gmail and Exchange support: [https://youtu.be/4Eu0NGgZNc4?t=4m39s LINK] {{Badge|Webinar}}

−

:* Email a link: [https://youtu.be/kHZPlnvvLQY?t=10m44s LINK] {{Badge|Webinar}}

+

:* [[Communication_with_external_applications#Emailing_links|Email a link]]: [https://youtu.be/kHZPlnvvLQY?t=10m44s LINK] {{Badge|Webinar}}

−

:* ~~Call or email directly from Resco Mobile CRM App~~: [~~https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850933 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* Configure: [[Exchange]], [[Google]], [[Email_integration#Email_attachments|attachments]]

−

~~:* Setup – Use CRM email in RMCRM App:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392851005 LINK] {{Badge~~|~~Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Email~~ attachments~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5999_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

; {{anchor|Encryption}} Encryption

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

:* [[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}}

; {{anchor|Entity}} [[Entity]]

: 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 a database point of view, it’s a table where rows represent records and columns represent parameters.

:* Email viewing, editing and tracking, signature, emails for tracked entities: [https://youtu.be/Wad77Ob37gU?t=10m32s LINK] {{Badge|Webinar}}

:* Adding a new custom entity, enabling a field, creating a view and new edit form: [https://youtu.be/pwHKb5sDbEo?t=9m18s LINK] {{Badge|Webinar}}

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:* Creating a new custom entity, Enabling of the Fields, Creating a View: [https://youtu.be/kptm_GQMsx4?t=11m05s LINK] {{Badge|Webinar}}

:* Entity images: [https://youtu.be/INK4PsAyX8g?t=3m55s LINK] {{Badge|Webinar}}

−

:* Setup – Turn on/off standard entities~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850995 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* Setup – [[Setup#Entity|Turn on/off standard entities]] {{Badge|Resco Mobile CRM App}}

−

~~:* Field service entities: [https://www.resco.net/field-service-guide/#_Toc494714007 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

+

:* Managing home screen entities: [[Home screen]] {{Badge|Woodford}}

−

~~:* Entity: [https://www.resco.net/woodford-user-guide/#_Toc426143547 LINK] {{Badge|Document}} {{Badge|Woodford~~}}

+

:* [[Images#Entity_images|Entity images]]

−

:* Managing home screen entities: [~~https://www.resco.net/woodford-user-guide/#__RefHeading__5893_1627906509 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Woodford}}

+

:* [[Entity notification workflow]]

−

:* ~~Entity image on View:~~ [~~https://www.resco.net/woodford-user-guide/~~#~~_Toc483816013 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 notification workflow]]~~: [https://www.resco.net/entity-notification-workflow/ LINK] {{Badge|Document}}~~

; {{anchor|ERP}} ERP

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; {{anchor|Events}} Events

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

−

:* [[Events and reminders]]~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5945_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Events and reminders]]

−

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

; {{anchor|Excel}} Excel

Line 471: Line 436:

:* Setup screen, login, Exchange contacts, sync info on Home screen: [https://youtu.be/pYbmWlqLFh8?t=31m25s LINK] {{Badge|Webinar}}

:* Email improvements – HTML mail viewer and editor, Gmail and Exchange support: [https://youtu.be/4Eu0NGgZNc4?t=4m39s LINK] {{Badge|Webinar}}

−

:* Exchange integration~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5965_1627906509 LINK] {{Badge|Document}}~~ {{Badge|Woodford}}

+

:* [[Exchange]] integration {{Badge|Woodford}}

; {{anchor|Export}} Export

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:* 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}}

:* Sync filters and external users: [https://blog.resco.net/2015/08/19/resco-mobile-apps-how-to-use-sync-filters-to-provide-relevant-content-to-your-partners/ LINK] {{Badge|Blog}}

−

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

+

:* External (Portal) User project: [[External users]] {{Badge|Woodford}}

−

:* Communication with external ~~application: [https://www.resco.net/woodford-user-guide/#_Toc483816024 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Woodford}}

+

:* [[Communication with external applications]] {{Badge|Woodford}}

== F ==

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:* Additional filter for associated views and lookup fields: [https://youtu.be/MoSkk0uZyc0?t=20m8s LINK] {{Badge|Webinar}}

:* Example: Unhiding fields and tabs according to the content of filled in fields: [https://youtu.be/RbCyjOYLewc?t=11m3s LINK] {{Badge|Webinar}}

−

:* ~~Fields:~~ [~~https://www.resco.net/woodford-user-guide/~~#~~_Toc483815895 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[App_projects#Managing_fields|Managing fields in app projects]]

−

:* View – Sort fields and filter fields~~: [https://www.resco.net/woodford-user-guide/#_Toc483815912 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* View – [[View#Sort_fields_and_filter_fields|Sort fields and filter fields]]

−

:* View – Date fields~~: [https://www.resco.net/woodford-user-guide/#_Toc483815913 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* View – [[View#Date_fields|Date fields]]

−

:* View – Editable field (editable list)~~: [https://www.resco.net/woodford-user-guide/#_Toc483815918 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* View – [[View#Editable_field|Editable field (editable list)]]

−

:* View – Clickable field~~: [https://www.resco.net/woodford-user-guide/#_Toc483815919 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* View – [[View#Clickable_field|Clickable field]]

; {{anchor|Field_service}} Field service

: A business process that deals with technicians visiting a customer and performing a service for them.

−

:* ~~How to create Sales, Field Service and Inspection mobile projects for Salesforce: [https://blog.resco.net/2018/11/13/sales-field-service-inspection-for-salesforce/ LINK] {{Badge|Blog}}~~

+

:* [[Schedule Board]]: a web-based tool for managing the people working in the field

−

~~:* Using Planner controller: [https://www.resco.net/field-service-guide/#_Toc494714006 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

+

:* [[Resco Cloud quick guide for Field Service technicians]]

−

~~:* Field service entities: [https://www.resco.net/field-service-guide/#_Toc494714007 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

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

−

~~:* Day view: [https://www.resco.net/field-service-guide/#_Toc494714009 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* Week view: [https://www.resco.net/field-service-guide/#_Toc494714010 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* Month view:~~ [~~https://www.resco.net/field-service-guide/#_Toc494714011 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* KPI Monitor:~~ [~~https://www.resco.net/field-service-guide/#_Toc494714012 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder~~ Schedule ~~colors: [https://www.resco.net/field-service-guide/#_Toc494714013 LINK~~] ~~{{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* Data filtering: [https://www.resco.net/field-service-guide/#_Toc494714014 LINK~~] ~~{{Badge|Document}} {{Badge|Field Service}}~~

−

:* Hide/Show Weekends, Completed and Canceled WorkOrder Schedules: [https://www.resco.net/field-~~service-guide/#_Toc494714015 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* Filter by Skills/Territories: [https://www.resco.net/~~field~~-service-guide/#_Toc494714017 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

:* ~~Filter by resources:~~ [~~https://www.resco.net/field-service-guide/#_Toc494714018 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule editing (drag&drop):~~ [~~https://www.resco.net/field-service-guide/#_Toc494714019 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule editing (edit dialog): [https://www.resco.net/field-service-guide/#_Toc494714021 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule editing (form): [https://www.resco.net/field-service-guide/#_Toc494714022 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule automatization: [https://www.resco.net/field-service-guide/#_Toc494714023 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule automatization(manual): [https://www.resco.net/field-service-guide/#_Toc494714024 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule automatization(semi-automatic): [https://www.resco.net/field-service-guide/#_Toc494714025 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule automatization(automatic): [https://www.resco.net/field-service-guide/#_Toc494714026 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule violations: [https://www.resco.net/field-service-guide/#_Toc494714027 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

:* Resco Cloud Field Service ~~guide: [https://www.resco.net/resco-cloud-field-service-guide/ LINK~~] ~~{{Badge|Document}}~~

−

~~:* Planner controller and Field Service: [https://www.resco.net/woodford-user-guide/#_Toc496689156 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

; {{anchor|File}} File

: A collection of data, programs, etc. stored in a computer's memory or on a storage device under a single identifying name.

−

:* See also ~~DOCUMENT~~

+

:* See also [[Glossary#Document|Document]]

:* Working with the files: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK] {{Badge|Blog}}

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:* 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}}

−

:* Filtering and searching within the map~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850925 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* [[Resco_Mobile_CRM#Filtering_and_searching_within_the_map|Filtering and searching within the map]] {{Badge|Resco Mobile CRM App}}

−

:* Filtering of records~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850931 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* [[Resco_Mobile_CRM#Searching_and_filtering|Filtering of records]] {{Badge|Resco Mobile CRM App}}

−

:* ~~Data filtering:~~ [~~https://www.resco.net/field-service-guide/~~#~~_Toc494714014 LINK] {{Badge|Document}} {{Badge~~|~~Field Service}}~~

+

:* [[Schedule_Board#Filter_skills_and_territories|Schedule Board: Filter by skill and territory]]

−

:* Filter by ~~skills/territories: [https://www.resco.net/field-service-guide/#_Toc494714017 LINK~~] ~~{{Badge|Document}} {{Badge|Field Service}}~~

+

:* Setting up a [[Sync Filter]]

−

~~:* Filter by resources: [https://www.resco.net/field-service-guide/#_Toc494714018 LINK~~] ~~{{Badge|Document}} {{Badge|Field Service}}~~

+

:* [[Sync_Filter#Incremental_linked_sync_filters|Linked sync filters (Dyn CRM)]]

−

:* Setting up a ~~sync filter:~~ [~~https://www.resco.net/woodford-user-guide/#__RefHeading__5817_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Filter editor]] – a common interface used to define filters in Woodford

−

:* Linked sync filters (Dyn CRM): [~~https://www.resco.net/woodford-user-guide/#__RefHeading__5819_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|~~Woodford}}

+

:* View – [[View#Edit_filter|Edit filter]]

−

:* View – Edit filter~~: [https://www.resco.net/woodford-user-guide/#_Toc483815907 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* View – [[View#Sort_fields_and_filter_fields|Sort fields and filter fields]]

−

:* View – Sort fields and filter fields~~: [https://www.resco.net/woodford-user-guide/#_Toc483815912 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Document_filters|External document sync filter options]]

−

:* ~~Form – Advanced filtering:~~ [~~https://www.resco.net/woodford-user-guide/#__RefHeading__5843_1627906509 LINK] {{Badge~~|~~Document}} {{Badge|Woodford}}~~

+

:* [[Filtered lookup]]

−

:* External document sync filter options~~: [https://www.resco.net/woodford-user-guide/#External_Document_Sync LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

−

:* Filtered ~~Lookup: [https://www.resco.net/woodford-user-guide/#__RefHeading__5969_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Document filtering: [https://www.resco.net/support/document-filtering/ LINK~~] ~~{{Badge|Document}}~~

; {{anchor|Fingerprint}} Fingerprint

Line 590: Line 531:

:* [[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}}

−

:* New UI – Flexible ~~forms: [https://www.resco.net/woodford-user-guide/#__RefHeading__5885_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* New UI – [[Flexible form]]

; {{anchor|Footer}} Footer

: 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}}

−

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

+

:* [[View#List_.2F_view_footer|List/View footer]]

; {{anchor|Form}} [[Form]]

−

: ~~Form~~ contains fields that describe specific record that ~~user~~ can see or edit.

+

: A form contains fields that describe a specific record that users 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}}

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:* 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}}

−

:* 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}}

:* Adding a new custom entity, enabling a field, creating a view and new edit form: [https://youtu.be/pwHKb5sDbEo?t=9m18s LINK] {{Badge|Webinar}}

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:* Flexible Forms in Woodford, Views: [https://youtu.be/1hldwY-QyNY?t=19m20s LINK] {{Badge|Webinar}}

:* Images on Lists/Views, Images on Forms: [https://youtu.be/INK4PsAyX8g?t=12m48s LINK] {{Badge|Webinar}}

−

:* ~~WorkOrder schedule editing(form):~~ [~~https://www.resco.net/field-service-guide/~~#~~_Toc494714022 LINK~~] ~~{{Badge|Document}} {{Badge|Field Service}}~~

+

:* [[Form#Creating_a_form|Form creation]]

−

:* Form ~~creation: [https://www.resco.net/woodford-user-guide/~~#~~__RefHeading__5837_1627906509 LINK] {{Badge~~|~~Document}} {{Badge|Woodford}}~~

+

:* [[Form#Contact_information_form|Contact information form]]

−

:* Contact information form: [~~https://www.resco.net/woodford-user-guide/~~#~~__RefHeading__5839_1627906509 LINK] {{Badge~~|~~Document}} {{Badge|Woodford}}~~

+

:* [[Form#Edit_form|Edit form]]

−

:* Edit form~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5841_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Style editor]]

−

:* ~~Form – Advanced filtering:~~ [~~https://www.resco.net/woodford-user-guide/#__RefHeading__5843_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Form#Add_HTML_frames|Form – Iframe]]

−

:* Form ~~item options: [https://www.resco.net/woodford-user-guide/~~#~~__RefHeading__5845_1627906509 LINK] {{Badge~~|~~Document}} {{Badge|Woodford}}~~

+

:* [[Form#Add_map|Form – Map frame]]

−

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

+

:* [[Form#Add_media|Form – Media tab]]

−

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

+

:* [[Form#Add_commands|Form – Edit commands]]

−

:* Form – Map frame: [~~https://www.resco.net/woodford-user-guide/~~#~~__RefHeading__5853_1627906509 LINK] {{Badge~~|~~Document}} {{Badge|Woodford}}~~

+

:* [[Command_editor#Form_rule_examples|Form – On can execute examples]]

−

:* Form – Media tab: [~~https://www.resco.net/woodford-user-guide/~~#~~__RefHeading__5857_1627906509 LINK] {{Badge|Document}} {{Badge~~|~~Woodford}}~~

+

:* [[Form#Associated_tab_properties|Form – Additional options for associated lists]]

−

:* Form – Edit commands~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5861_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Form#Placeholder_text|Form – Placeholder text]]

−

:* ~~Form – Custom commands:~~ [~~https://www.resco.net/woodford-user-guide/~~#~~__RefHeading__5863_1627906509 LINK] {{Badge~~|~~Document}} {{Badge|Woodford}}~~

+

:* New UI – [[Flexible form]]s

−

:* Form – On can execute examples: [~~https://www.resco.net/woodford-user-guide/~~#~~__RefHeading__5865_1627906509 LINK] {{Badge~~|~~Document}} {{Badge|Woodford}}~~

+

:* [[Images#Configurable_on.2Foff_images_on_a_form|Configurable on/off images on a form]]

−

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

+

:* [[Images#Crop_or_edit_images_in_forms|Crop or edit images in forms]]

−

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

+

:* [[Images#Use_Note_attachment_as_image_in_forms|Use Note attachment as image in forms]]

−

:* New UI – Flexible ~~forms: [https://www.resco.net/woodford-user-guide/#__RefHeading__5885_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Localization_examples#Rename_form_tabs|Rename form tabs]]

−

:* ~~Edit Form picture from Note:~~ [~~https://www~~.~~resco.net~~/~~woodford-user-guide/#_Toc426143631 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}}~~

−

:* ~~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]]

−

: Form ~~Rules is~~ a pseudo-scripting language(conditional formatting) that allows user to create conditions and steps to be performed.

+

: Form rules are a pseudo-scripting language (conditional formatting) that allows user to create conditions and steps to be performed.

+

:* [[Rules editor]]: rules overview

+

:* [[Command editor]] including rule examples

:* 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 to make fields appear only when needed: [https://blog.resco.net/2015/11/11/dynamically-show-hide-fields-and-sections/ LINK] {{Badge|Blog}}

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:* Error messages/Validation: [https://youtu.be/1wcaUzNJpOs?t=18m15s LINK] {{Badge|Webinar}}

:* Option set filtering: [https://youtu.be/1wcaUzNJpOs?t=23m30s LINK] {{Badge|Webinar}}

−

~~:* 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]]

−

: Full or ~~an Initial~~ sync is a type of synchronization that downloads all data that meet the sync filter conditions.

+

: Full or 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}}

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; {{anchor|Geocoding}} [[Geocoding]]

: Translating addresses to GPS coordinates.

−

~~:* Geocoding: [https://www.resco.net/woodford-user-guide/#__RefHeading__5785_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

; {{anchor|Global}} Global

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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://youtu.be/Eq9kav-UeHo?t=4m10s LINK] {{Badge|Webinar}}

−

:* [[Global map]]s~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5935_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Global map]]s

−

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

; {{anchor|Gmail}} [[Gmail]]

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:* Blending an email in the CRM: [https://blog.resco.net/2015/11/18/email-integration-in-resco-crm/ LINK] {{Badge|Blog}}

:* Email improvements – HTML mail viewer and editor, Gmail and Exchange support: [https://youtu.be/4Eu0NGgZNc4?t=4m39s LINK] {{Badge|Webinar}}

−

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

; {{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}}

−

:* [[Documents]] on ~~DropBox,~~ Google Drive and ~~SharePoint: [https://www.resco.net/woodford-user-guide/#_Toc483815991 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Documents]] on Google Drive and other document servers

−

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

+

:* [[Google]] mail integration

== H ==

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:* 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/view headers: [~~https://www.resco.net/woodford-user-guide/~~#~~_Toc483815923 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* Automatic list/view headers: Enable them on the [[View#Properties_pane|Properties pane]] of your view.

; {{anchor|Highlight}} Highlight

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; {{anchor|Home}} [[Home screen]]

: Basic screen of mobile CRM app.

−

:* Managing Home screen ~~entities: [https://www.resco.net/woodford-user-guide/#__RefHeading__5893_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|~~Woodford}}

+

:* Managing [[Home screen]] in Woodford

−

:* ~~Home item’s properties:~~ [~~https://www.resco.net/woodford-user-guide/~~#~~_Toc483815959 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* Managing the entities of the [[Setup#Entity|home screen in the app]]

−

:* ~~Home groups:~~ [~~https://www.resco.net/woodford-user-guide/~~#~~__RefHeading__5895_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Home_screen#Home_groups|Nested home items]]

−

~~:* Favorites: [https://www.resco.net/woodford-user-guide/#__RefHeading__5959_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

; {{anchor|HTML}} HTML

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:* HTML contact information form: [https://youtu.be/sGdE8xvb92o?t=19m56s LINK] {{Badge|Webinar}}

:* HTML5 charts: [https://youtu.be/MoSkk0uZyc0?t=30m45s LINK] {{Badge|Webinar}}

−

:* ~~Offline HTML and JavaScript:~~ [~~https://www.resco.net/woodford-user-guide/#_Toc483816026 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Debugging offline HTML]]

−

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

; {{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.

:* Entity Hubs and Field user: How to combine Salesforce records: [https://blog.resco.net/2019/02/14/entity-hubs-salesforce/ LINK] {{Badge|Blog}}

−

~~:* New UI – Hubs: [https://www.resco.net/woodford-user-guide/#__RefHeading__5879_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

== I ==

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

:* IFrame in Resco Mobile CRM: [https://youtu.be/cplZLC_mAc0?t=8m26s LINK] {{Badge|Webinar}}

−

:* View – ~~IFrame:~~ [~~https://www.resco.net/woodford-user-guide/~~#~~_Toc483815920 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* View – [[View#iFrames|IFrame]]

−

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

+

:* Form – [[Form#Add_HTML_frames|IFrame]]

; {{anchor|Image}} [[Images|Image]]

: A graphical representation of the external form of a person or a thing.

+

:* [[Images#Project_images|Project images]] are related to your app project. They include icons and other static images used in your app.

+

:* [[Images#Entity_images|Entity images]] are related to a particular record in your database, such as the photos of your contacts or signatures on an order.

:* List images: [https://youtu.be/9vL4QRN_1dk?t=10m09s LINK] {{Badge|Webinar}}

:* Data images on Lists/Views: [https://youtu.be/INK4PsAyX8g?t=9m50s LINK] {{Badge|Webinar}}

:* Images on Lists/Views, Images on Forms: [https://youtu.be/INK4PsAyX8g?t=12m48s LINK] {{Badge|Webinar}}

:* Custom app login image: [https://youtu.be/Eq9kav-UeHo?t=28m24s LINK] {{Badge|Webinar}}

−

:* ~~Images:~~ [~~https://www.resco.net/woodford-user-guide/#__RefHeading__5919_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

+

:* Setup – [[Setup#Appearance|Max image size]] (iOS only)

−

~~:* Changing a standard image:~~ [~~https://www.resco.net/woodford-user-guide/~~#~~__RefHeading__5921_1627906509 LINK] {{Badge~~|~~Document}} {{Badge|Woodford}}~~

+

:* [[Global_map#Custom_map_pins|Custom map pins]]

−

~~:* Adding a custom~~ image~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5923_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Bulk change/import of custom images: [https://www.resco.net/woodford-user-guide/#__RefHeading__5927_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* List/View picture from Note: [https://www.resco.net/woodford-user-guide/#__RefHeading__5979_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Default and Editable List/View Images: [https://www.resco.net/woodford-user-guide/#_Toc483816010 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Edit Form picture from Note: [https://www.resco.net/woodford-user-guide/#_Toc426143631 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

:* ~~Entity image on View:~~ [~~https://www.resco.net/woodford-user-guide/#_Toc483816013 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}}~~

−

~~:* View – Add image, add~~ map ~~pin: [https://www.resco.net/woodford-user-guide/#_Toc483815911 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Setup – Max image size (iOS only): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851015 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

; {{anchor|Import}} Import

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: Copying selected data into app.

:* Import of the phone contacts: [https://blog.resco.net/2015/05/27/phone-contacts-import/ LINK] {{Badge|Blog}}

−

:* Bulk change/import of custom images~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5927_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Images#Bulk_changes|Bulk change/import of custom images]]

; {{anchor|Incremental}} [[Incremental sync]]

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:* 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}}

−

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

+

:* [[Questionnaire Designer]]

−

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

; {{anchor|Inspector}} Inspector

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; {{anchor|Integration}} Integration

−

: Direct communication between mobile CRM app and a 3. party service.

+

: Direct communication between mobile CRM app and a third party service.

:* 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}}

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:* Phone contact integration: [https://youtu.be/Wad77Ob37gU?t=3m14s 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 to CRM|Connecting Resco Mobile CRM app to various backend servers]] (Dynamics, [[Resco Cloud]], [[Salesforce]])

−

~~:* Resco Mobile CRM App Dynamics integration:~~ [~~https://www.resco.net/dynamics-integration/ LINK~~] ~~{{Badge|Document}}~~

+

:* [[Resco CRM Connector|Resco CRM integration]] with other backend systems using web services

−

:* [[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}}~~

+

:* [[Integration with marketing services|Integrating external marketing services with Resco Cloud’s Resco CRM Server]]

−

:* [[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)

−

:* SharePoint integration server-side prerequisites (Dynamics CRM)~~: [https://www.resco.net/woodford-user-guide/#_Toc483815992 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Email integration]]: [[Google]], [[Exchange]]

−

:* ~~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}}~~

−

:* [[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}}~~

; {{anchor|Interface}} Interface

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:* HTML – UI replacement: [https://youtu.be/cplZLC_mAc0?t=11m34s LINK] {{Badge|Webinar}}

:* New User Interface: [https://youtu.be/1hldwY-QyNY?t=1m26s LINK] {{Badge|Webinar}}

−

:* New UI: [~~https://www.resco.net/woodford-user-guide/#__RefHeading__5877_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* New UI – [[Hub]]s

−

:* New UI ~~- Hubs:~~ [~~https://www.resco.net/woodford-user-guide/#__RefHeading__5879_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* New UI – [[Flexible form]]s

−

~~:* New UI - Flexible forms: [https://www.resco.net/woodford-user-guide/#__RefHeading__5885_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

; {{anchor|Invoice}} Invoice

: A specific CRM entity.

−

:* ~~Add a new invoice:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850981 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Resco_Mobile_CRM#Opportunities.2C_quotes.2C_orders.2C_and_invoices|Opportunities, quotes, orders, and invoices]]

−

~~:* Edit invoices: [https://www~~.~~resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392850982 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* View the details of an invoice: [https://www~~.~~resco.net/resco-mobile-crm-app-user-guide/#_Toc392850983 LINK] {{Badge~~|~~Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Get products from an opportunity to an invoice: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850984 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Set invoice to paid or canceled: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850985 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

== J ==

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:* HTML UI and Javascript additions – UI replacement, create Detail items: [https://youtu.be/4Eu0NGgZNc4?t=23m31s LINK] {{Badge|Webinar}}

:* JSBridge: [https://youtu.be/cplZLC_mAc0?t=12m30s LINK] {{Badge|Webinar}}

−

:* Offline HTML ~~and JavaScript: [https://www.resco.net/woodford-user-guide/#_Toc483816026 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Offline HTML]]

−

:* ~~JSBridge Guide:~~ [~~https://www.resco.net/downloads/JSBridge-Guide.pdf LINK~~] ~~{{Badge|Document}}~~

+

:* [[Resco_JavaScript_Bridge]]

:* Javascript Bridge reference: [https://www.resco.net/javascript-bridge-reference/ LINK] {{Badge|Document}}

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: 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.

+

:* [[List of supported languages]] in Resco mobile apps

+

:* [[Localization]] - learn the general principles

+

:* [[Localization examples]] - find inspiration in practical examples

:* Language utilization in Resco Mobile CRM: [https://blog.resco.net/2016/06/01/how-to-utilize-language-localization-in-resco-mobile-crm/ LINK] {{Badge|Blog}}

:* Mutating a language: [https://blog.resco.net/2015/03/13/quick-tip-mutate-your-language/ LINK] {{Badge|Blog}}

:* Localization approach for entering the placeholder text: [https://blog.resco.net/2015/09/07/placeholder-text/ LINK] {{Badge|Blog}}

:* Localization of sync errors: [https://youtu.be/9vL4QRN_1dk?t=40m10s LINK] {{Badge|Webinar}}

−

:* ~~Localizations:~~ [~~https://www.resco.net/woodford-user-guide/#__RefHeading__5783_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

+

:* Setup – [[Setup#Appearance|Change language in the app]] {{Badge|Resco Mobile CRM App}}

−

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

−

~~:* Setup – Language: [https://www.resco.net/resco-mobile-crm-~~app~~-user-guide/#_Toc392851007 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

; {{anchor|Lead}} Lead

: A specific CRM entity.

−

:* ~~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}}~~

+

:* [[Resco_Mobile_CRM#Accounts.2C_contacts.2C_and_leads|Accounts, contacts, and leads]] {{Badge|Resco Mobile CRM App}}

−

~~:* Add a new lead: [https://www~~.~~resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392850958 LINK] {{Badge|Document}} {{Badge~~|~~Resco Mobile CRM App}}~~

−

~~:* Edit~~ leads~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850959 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Browse the details of a lead: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850960 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}} [[Resco licensing service|License]]

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; {{anchor|Limitations}} Limitations

: Set boundaries for what is possible to do with an item or data.

−

:* Mobile CRM limits - Performing an application test run: [https://blog.resco.net/2015/04/08/mobile-crm-application-test-run/ LINK] {{Badge|Blog}}

+

:* Mobile CRM limits – Performing an application test run: [https://blog.resco.net/2015/04/08/mobile-crm-application-test-run/ LINK] {{Badge|Blog}}

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

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:* Images on Lists/Views, Images on Forms: [https://youtu.be/INK4PsAyX8g?t=12m48s LINK] {{Badge|Webinar}}

:* Add new records via lists: [https://youtu.be/Eq9kav-UeHo?t=2m LINK] {{Badge|Webinar}}

−

:* Setup – List buttons~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851000 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* Setup – [[Setup#Appearance|List buttons]] {{Badge|Resco Mobile CRM App}}

−

:* View – Editable field (editable list): [~~https://www.resco~~.~~net/woodford-user-guide/#_Toc483815918 LINK] {{Badge~~|~~Document}} {{Badge|Woodford}}~~

+

:* View – [[View#Editable_field|Editable field (editable list)]]

−

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

+

:* [[View#Responsive_view_.2F_list|Responsive View/List

−

:* Automatic List/View headers: [~~https://www.resco~~.~~net/woodford-user-guide/#_Toc483815923 LINK] {{Badge~~|~~Document}} {{Badge|Woodford}}~~

+

:* [[View#Properties_pane|Automatic List/View headers]]

−

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

+

:* [[View#List_.2F_view_footer|List/View footer]]

−

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

+

:* Form – [[Form#Associated_tab_properties|Additional options for associated lists]]

−

~~:* List/View picture from Note: [https://www.resco.net/woodford-user-guide/#__RefHeading__5979_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Default and Editable List/View Images: [https://www.resco.net/woodford-user-guide/#_Toc483816010 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

; {{anchor|Location_tracking}} [[Location tracking]]

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; {{anchor|Log}} [[Log files|Log]]

: 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: [[Send log]]

−

:* How to send a log from Woodford: [~~https://www.resco.net/support/sending-~~log~~-wf/ LINK~~] ~~{{Badge|Document}}~~

+

:* How to send a log from Woodford: [[Send log]]

; {{anchor|Login}} Login

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:* 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}}

−

:* 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 – [[Setup#Sync_Login|Sync login]] (Background sync)

== M ==

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; {{anchor|Map}} Map

: A diagrammatic representation of an area of land or sea showing physical features, cities, roads, etc.

−

: An interactive map shows your records, like Accounts, Contacts and Leads.

+

: An interactive map shows your records, like Accounts, Contacts, and Leads.

+

:* Main article: [[Global map]]

:* Map-related planning capabilities: [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}}

:* Account filtering according to the map location: [https://blog.resco.net/2017/10/30/account-filtering-according-to-the-location/ LINK] {{Badge|Blog}}

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:* 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}}

−

:* ~~Map in Resco Mobile CRM:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850923 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Resco_Mobile_CRM#Map_and_route_planner|Map and route planner]]

−

~~:* Enabling the map:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850924 LINK] {{Badge~~|~~Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Resco_Mobile_CRM#Accounts.2C_contacts.2C_and_leads|Accounts, contacts, and leads]] - switching to map view

−

~~:* Filtering~~ and ~~searching within the map: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850925 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* Setup – [[Setup#Appearance|Map and dashboard]]

−

:* ~~Current map location:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850926 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Offline maps]] – Configuration in MAPBOX

−

~~:* Satellite vs. aerial map view: [https://www~~.~~resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392850927 LINK] {{Badge~~|~~Document}} {{Badge|Resco Mobile CRM App}}~~

−

:* Accounts ~~– switch~~ to a map view~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850946 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

:* ~~Contacts~~ – ~~Switch to a map view:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850952 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}}~~

−

:* [[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}}~~

−

~~:* 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_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}}~~

−

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

; {{anchor|Memory}} Memory

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; {{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.

−

: 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 a single record, or for a group of records (using MultiSelect on View).

:* See also REPORT

:* 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}}

:* Resco Mobile Reports: [https://youtu.be/B5mMIqJYy-Y?t=33m52s LINK] {{Badge|Webinar}}

−

~~:* Mobile reports: [https://www.resco.net/woodford-user-guide/#_Toc483815885 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

; {{anchor|Monitor}} Monitor

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; {{anchor|Notes}} Notes

−

: ~~Specific~~ CRM entity that serves as an attachment storage.

+

: Annotations or Notes are a specific CRM entity that serves as attachment storage for [[Resco Cloud]] and Dynamics backends. For Salesforce, attachments are usually stored in the ContentVersion entity. See [[Images]] for more information.

: You can find the Notes tab in the bottom panel of an account’s form. Here you can attach notes related to the Account. For example, tap on the photo button in the upper right corner to take a picture or record a video and save it. Or tap on the “+” button in the upper right corner to create a note with a description and attach a signature to it (you can draw on the screen here).

:* Sync of notes and cloud documents: [https://youtu.be/iLZ43KxGEW0?t=44m18s LINK] {{Badge|Webinar}}

−

~~:* Account’s Notes tab: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850950 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* List/View picture from Note: [https://www.resco.net/woodford-user-guide/#__RefHeading__5979_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Edit Form picture from Note: [https://www.resco.net/woodford-user-guide/#_Toc426143631 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

; {{anchor|Notification}} Notification

−

: 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 users to inform them about activity in an app.

:* 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]]

; {{anchor|Navigation}} Navigation

: The process or activity of accurately ascertaining one's position and planning and following a route.

−

+

:* [[Resco_Mobile_CRM#Map_and_route_planner|Navigation in tablets and smartphones]] {{Badge|Resco Mobile CRM App}}

−

:* ~~Navigation (tablets):~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850929 LINK] {{Badge|Document}} {{Badge~~|~~Resco Mobile CRM App}}~~

−

:* Navigation (smartphones~~): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850930 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

== O ==

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; {{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.

+

:* [[Online versus Offline]]

:* [[Offline HTML]], text editor in Woodford, drag&drop: [https://youtu.be/Wad77Ob37gU?t=29m12s LINK] {{Badge|Webinar}}

+

:* [[Debugging offline HTML]]

:* 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}}

:* Online mode and Offline mode: [https://youtu.be/kptm_GQMsx4?t=18m37s LINK] {{Badge|Webinar}}

:* Preview offline changes: [https://youtu.be/hn3lsFl3o9I?t=5m5s LINK] {{Badge|Webinar}}

−

:* Showcase - Rich offline mobility on Force.com with Resco: [https://youtu.be/DF4WDpLhmU0 LINK] {{Badge|Webinar}}

+

:* Showcase – Rich offline mobility on Force.com with Resco: [https://youtu.be/DF4WDpLhmU0 LINK] {{Badge|Webinar}}

−

~~:* Online/Offline mode: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850921 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Offline HTML and JavaScript: [https://www.resco.net/woodford-user-guide/#_Toc483816026 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

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

; {{anchor|Offline_maps}} [[Offline maps]]

Line 1,014: Line 905:

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

:* Offline maps (iOS): [https://youtu.be/B5mMIqJYy-Y?t=18m58s LINK] {{Badge|Webinar}}

−

~~:* Offline maps - Configuration in MAPBOX: [https://www.resco.net/offline-maps/ LINK] {{Badge|Document}}~~

−

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

; {{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.

+

: The On Can Execute rule defines when a command is available in the app. In this rule, specify in what situation can users see and use the command so that the command is hidden in situations 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}}~~

+

:* [[Command_editor#Form_rule_examples|On can execute examples]]

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

−

: You always access real-time data from your ~~CRM~~ server. Any change you make (create new account, edit order, delete contact etc.) is instantly reflected on your ~~CRM~~ server as well. ~~Active~~ mobile ~~Internet~~ connection or ~~WiFi~~ is necessary.

+

: You always access real-time data from your backend server. Any change you make (create a new account, edit an order, delete a contact, etc.) is instantly reflected on your backend server as well. An active mobile internet connection or Wi-Fi is necessary.

:* Scribe Online: [https://blog.resco.net/2017/10/03/integration-of-sap-erp-and-resco-mobile-crm/ LINK] {{Badge|Blog}}

:* Online mode and Offline mode: [https://youtu.be/kptm_GQMsx4?t=18m37s LINK] {{Badge|Webinar}}

−

:* Online/Offline ~~mode: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850921 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Online versus Offline]]

−

:* Setup – Online mode~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850996 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* Setup – [[Setup#Online_Mode|Online mode]] {{Badge|Resco Mobile CRM App}}

; {{anchor|Opportunity}} Opportunity

: Specific CRM entity.

−

:* ~~Add a new opportunity:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850963 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Resco_Mobile_CRM#Opportunities.2C_quotes.2C_orders.2C_and_invoices|Opportunities, quotes, orders, and invoices]]

−

~~:* Edit opportunities: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850964 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Browse the details of an opportunity:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850965 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Convert opportunity to won or closed: [https://www.resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392850966 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Get products from an opportunity to an invoice: [https://www~~.~~resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392850984 LINK] {{Badge~~|~~Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Get products from an opportunity to an order: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850978 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|Order}} Order

−

: Specific CRM entity ~~and~~ sorting.

+

: Specific CRM entity. For information about sorting, see [[Glossary#Sorting|Sorting]]

−

~~:* Add a new order:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850975 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Resco_Mobile_CRM#Opportunities.2C_quotes.2C_orders.2C_and_invoices|Opportunities, quotes, orders, and invoices]]

−

:* ~~Edit orders:~~ [~~https://www~~.~~resco.net/resco-mobile-crm-app-user-guide/#_Toc392850976 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* View details of an order: [https://www~~.~~resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392850977 LINK] {{Badge~~|~~Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Get products from an opportunity to an order: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850978 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Complete an order: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850979 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

== P ==

Line 1,056: Line 935:

: A string of characters that allows access to a computer, interface, or system.

:* Providing an alternative to the password: [https://blog.resco.net/2017/12/20/access-the-resco-mobile-client-effortlessly-with-your-fingertip/ LINK] {{Badge|Blog}}

−

:* Setup – Save password~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851004 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* Setup – [[Setup#Save_Password|Save password]] {{Badge|Resco Mobile CRM App}}

; {{anchor|Performance}} Performance

Line 1,067: Line 946:

:* Phone contacts import: [https://blog.resco.net/2015/05/27/phone-contacts-import/ LINK] {{Badge|Blog}}

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

−

:* Setup – Phone app~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851008 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* Setup – [[Setup#PIM|Phone app]] {{Badge|Resco Mobile CRM App}}

; {{anchor|Phone_call}} Phone call

Line 1,074: Line 953:

; {{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 the 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}}

:* Creating record from lookup, quote revision, placeholder text: [https://youtu.be/4Eu0NGgZNc4?t=31m43s LINK] {{Badge|Webinar}}

−

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

+

:* Form – [[Form#Placeholder_text|Placeholder text]]

; {{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.~~

+

: Renamed to [[Schedule Board]].

−

: 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.

−

~~:* Using Planner controller:~~ [~~https://www.resco.net/field-service-guide/#_Toc494714006 LINK~~] ~~{{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* Planner controller and Field Service: [https://www~~.~~resco.net/woodford-user-guide/#_Toc496689156 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

; {{anchor|Plugin}} Plugin

: 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)

+

:* [[Synchronization_steps#Cleaning_up_deleted_records|Cleaning up deleted records during synchronization]]

; {{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}}

−

:* [[External users|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]]

; {{anchor|Print}} Print

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; {{anchor|Product}} Product

: Specific CRM entity.

−

:* ~~View the details of a product:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850987 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Resco_Mobile_CRM#Products|Products]]

−

~~:* Add or edit products:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850988 LINK] {{Badge|Document}} {{Badge~~|~~Resco Mobile CRM App}}~~

−

~~:* Get products from an opportunity to an order: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850978 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Get products from an opportunity to an invoice: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850984 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}} [[App projects|Project]]

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:* Creating a Customization (Mobile Project): [https://youtu.be/pwHKb5sDbEo?t=7m15s LINK] {{Badge|Webinar}}

:* Creating a Mobile Project: [https://youtu.be/kptm_GQMsx4?t=7m13s LINK] {{Badge|Webinar}}

−

:* ~~Mobile Projects:~~ [~~https://www.resco.net/woodford-user-guide/#__RefHeading__5773_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Publishing app projects]]

−

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

+

:* [[External users|External(Portal) User project]]

−

~~:* Publishing a project:~~ [~~https://www.resco.net/woodford-user-guide/#_Toc483815893 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}} [[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.

+

: You can set parent/child relation to projects. Child projects inherit all changes from their parent except the parts changed in the child directly.

:* Utilizing project hierarchy in Woodford: [https://blog.resco.net/2015/10/27/woodford-project-hierarchy/ LINK] {{Badge|Blog}}

:* Project hierarchy implementation: [https://youtu.be/2dM7TSdNGqU?t=2m LINK] {{Badge|Webinar}}

−

~~:* Project hierarchy: [https://www.resco.net/woodford-user-guide/#_Toc483815864 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

; {{anchor|Publish}} Project publishing

+

; {{anchor|Publish}} [[Publishing app projects|Project publishing]]

: A process of making a project available for mobile CRM application customization.

−

: ~~In order to~~ get changes made in a project to apply to ~~Mobile CRM application~~, ~~user needs to~~ publish the project. Publishing means that the project changes, made until the Publish or Publish All command is clicked, are used to change the looks and functionality of the Mobile CRM application. These changes are applied on Mobile CRM app after its synchronization, performed after publishing the project changes.

+

: To get changes made in an app project to apply to users and their Resco mobile apps, you must publish the project. Publishing means that the project changes, made until the Publish or Publish All command is clicked, are used to change the looks and functionality of the Mobile CRM application. These changes are applied on Mobile CRM app after its synchronization, performed after publishing the project changes.

:* Publish All Projects button: [https://youtu.be/VZQMwM0b-N8?t=16m23s LINK] {{Badge|Webinar}}

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:* Attaching Signature to Questionnaire Report: [https://blog.resco.net/2018/07/04/signature-questionnaire-report/ 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}}

−

:* Entity ~~Notification Workflow: [https://www.resco.net/entity-~~notification-workflow~~/ LINK~~] ~~{{Badge|Document}}~~

+

:* [[Entity notification workflow]]

−

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

+

:* [[Questionnaire Designer]] - the tool for designing questionnaires

+

:* [[Resco Inspections]]

; {{anchor|QR}} [[QR code]]

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; {{anchor|Quote}} Quote

: Specific CRM entity.

−

:* ~~Add a new quote:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850968 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Resco_Mobile_CRM#Opportunities.2C_quotes.2C_orders.2C_and_invoices|Opportunities, quotes, orders, and invoices]]

−

~~:* Edit quotes:~~ [~~https://www.resco.net/resco-mobile-crm-app-user-guide/~~#~~_Toc392850969 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Browse the details of a quote: [https://www~~.~~resco~~.~~net/resco-mobile-crm-app-user-guide/#_Toc392850970 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}}~~

−

~~:* Activate a quote: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850972 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Set a quote to won or closed: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850973 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

== R ==

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:* Copy attributes from related record: [https://youtu.be/MoSkk0uZyc0?t=27m43s LINK] {{Badge|Webinar}}

:* Add new records via lists: [https://youtu.be/Eq9kav-UeHo?t=2m LINK] {{Badge|Webinar}}

−

:* Filtering of records~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850931 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* [[Resco_Mobile_CRM#Searching_and_filtering|Filtering of records]] {{Badge|Resco Mobile CRM App}}

−

:* Searching for records~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850932 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* [[Resco_Mobile_CRM#Searching_and_filtering|Searching for records]] {{Badge|Resco Mobile CRM App}}

−

:* Setup – Max sync records~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851002 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* Setup – [[Setup#Max_Sync_Records|Max sync records]] {{Badge|Resco Mobile CRM App}}

−

:* Setup – Record quality (iOS only)~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851016 LINK] {{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* Setup – [[Setup#Appearance|Record quality]] (iOS only) {{Badge|Resco Mobile CRM App}}

−

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

+

:* Record – [[deep link]]

; {{anchor|Report}} [[Report_Designer#Mobile_reports|Report]]

: 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.

+

: Using [[Report Designer]] you can create report templates, that can be accessed by users in [[Resco mobile apps]]. These reports run directly in the app, even in offline mode (without access to backend 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 a single record, or for a group of records (using MultiSelect on View).

:* Setting up Mobile Report: [https://blog.resco.net/2017/02/22/anatomy-of-a-mobile-report-how-to-set-it-up-in-resco-mobile-crm/ LINK] {{Badge|Blog}}

:* Attaching documents to CRM records: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK] {{Badge|Blog}}

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:* Resco Mobile Reports: [https://youtu.be/B5mMIqJYy-Y?t=33m52s LINK] {{Badge|Webinar}}

:* Offline Reports: [https://youtu.be/9vL4QRN_1dk?t=27m23s LINK] {{Badge|Webinar}}

−

:* Offline Reports - overview: [https://youtu.be/REgaV6ymYWM?t=2m16s LINK] {{Badge|Webinar}}

+

:* Offline Reports – overview: [https://youtu.be/REgaV6ymYWM?t=2m16s LINK] {{Badge|Webinar}}

−

~~:* Mobile Reports: [https://www.resco.net/woodford-user-guide/#_Toc483815885 LINK] {{Badge|Document}} {{Badge|Woodford~~}}

; {{anchor|Resolution}} Resolution

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:* Next Wide option on list views to efficiently display information across various screen sizes: [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}}

:* Responsive list design: [https://youtu.be/uocH_yaytq0?t=22m24s LINK] {{Badge|Webinar}}

−

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

+

:* [[View#Responsive_view_.2F_list|Responsive View/List]]

; {{anchor|Route}} [[Route plan]]ning

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:* Route planning events: [https://youtu.be/ws1RbswYfFQ?t=20m3s LINK] {{Badge|Webinar}}

:* Route planning – use case in application, Woodford setup: [https://youtu.be/pYbmWlqLFh8?t=2m23s LINK] {{Badge|Webinar}}

−

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

; {{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.

: Using Woodford, user can change the row’s design. Such as changing of its background or highlighting of specific records.

−

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

+

:* [[View#Row_scripts|Row scripts]] for color coding: [https://blog.resco.net/2015/08/11/conditional-formatting/ LINK] {{Badge|Blog}}

−

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

; {{anchor|Rule}} [[Rules_editor|Rule]]

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:* 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}}

−

:* [[Calendar]] – ~~rules:~~ [~~https://www.resco.net/woodford-user-guide/~~#~~__RefHeading__5943_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Calendar]] – [[Calendar#Rules_tab|rules]]

== S ==

; {{anchor|Salesforce}} Salesforce

−

: A global web-based software and cloud computing company best known for its customer relationship management (CRM) product.

+

: A global web-based software and cloud computing company, best known for its customer relationship management (CRM) product.

+

:* [[Salesforce]] - the primary source of information about the integration of Resco and Salesforce

+

:* [[Getting started with Salesforce]]

+

:* [[Salesforce FAQ]]

:* 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}}

:* 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}}

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:* How to build apps on Force.com effortlessly (while saving money): [https://blog.resco.net/2017/08/02/how-to-build-apps-on-force-com/ LINK] {{Badge|Blog}}

:* How to create Sales, Field Service and Inspection mobile projects for Salesforce: [https://blog.resco.net/2018/11/13/sales-field-service-inspection-for-salesforce/ LINK] {{Badge|Blog}}

−

:* Showcase - Rich offline mobility on Force.com with Resco: [https://youtu.be/DF4WDpLhmU0 LINK] {{Badge|Webinar}}

+

:* Showcase – Rich offline mobility on Force.com with Resco: [https://youtu.be/DF4WDpLhmU0 LINK] {{Badge|Webinar}}

−

~~:* Connecting Resco Mobile CRM App to Salesforce: [https://www.resco.net/connect-resco-to-salesforce/ LINK] {{Badge|Document}}~~

−

~~:* Woodford Quick Guide for Salesforce: [https://www.resco.net/woodford-quick-guide-salesforce/ LINK] {{Badge|Document~~}}

; {{anchor|SAP}} SAP

Line 1,244: Line 1,108:

: 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}}

−

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

; {{anchor|Scheduling}} Scheduling

: 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.

+

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

−

~~:* WorkOrder schedule colors: [https://www.resco.net/field-service-guide/#_Toc494714013 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* Hide/Show weekends, completed and canceled WorkOrder schedules: [https://www.resco.net/field-service-guide/#_Toc494714015 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule editing (drag&drop): [https://www.resco.net/field-service-guide/#_Toc494714019 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule editing (edit dialog): [https://www.resco.net/field-service-guide/#_Toc494714021 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule editing (form): [https://www.resco.net/field-service-guide/#_Toc494714022 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule automatization: [https://www.resco.net/field-service-guide/#_Toc494714023 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule automatization (manual): [https://www.resco.net/field-service-guide/#_Toc494714024 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule automatization (semi-automatic): [https://www.resco.net/field-service-guide/#_Toc494714025 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule automatization (automatic): [https://www.resco.net/field-service-guide/#_Toc494714026 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* WorkOrder schedule violations: [https://www.resco.net/field-service-guide/#_Toc494714027 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

; {{anchor|Scribe}} Scribe

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:* Customizable search view: [https://youtu.be/9vL4QRN_1dk?t=31m02s LINK] {{Badge|Webinar}}

:* Global search: [https://youtu.be/Eq9kav-UeHo?t=4m10s LINK] {{Badge|Webinar}}

−

:* Filtering and searching within the map~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850925 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* [[Resco_Mobile_CRM#Filtering_and_searching_within_the_map|Filtering and searching within the map]] {{Badge|Resco Mobile CRM App}}

−

:* Searching for records~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850932 LINK~~] ~~{{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* [[Resco_Mobile_CRM#Searching_and_filtering|Searching for records]] {{Badge|Resco Mobile CRM App}}

−

:* Advanced ~~find~~: [~~https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850934 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* Advanced Find: [[Private view]]

−

:* View – Edit search: [~~https://www.resco.net/woodford-user-guide/~~#~~_Toc483815909 LINK] {{Badge~~|~~Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* View – [[View#Edit_search|Edit search]]

−

:* Search view~~: [https://www.resco.net/woodford-user-guide/#_Toc483815921 LINK~~] ~~{{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[View#Search_view|Search view]]

; {{anchor|Section}} Section

−

: Part of an edit form separated by two spacers. (top and bottom).

+

: Part of an edit [[form]] separated by two spacers. (top and bottom).

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

; {{anchor|Security}} [[:Category:Security|Security]]

−

: [[~~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.

+

: Each part of the Resco solution is designed with a particular focus on security. Read our [[Security|Security Guide]] for more information.

:* [[:Category:Security|Wiki articles related to security]] {{Badge|Wiki}}

+

:* [[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.

:* 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}}

:* Device security management: [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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:* [[Security policy]]: [https://youtu.be/MuEVr6Qg7ns?t=17m25s LINK] {{Badge|Webinar}}

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

−

~~:* [[Resco Mobile CRM security|Resco Mobile CRM App security guide]]: [https://www.resco.net/resco-mobile-crm-security-guide/ LINK] {{Badge|Document}}~~

; {{anchor|Server}} Server

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:* Creating a test organization on the same server that runs the live system: [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}}

:* 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 – [[Setup#CRM|Change server]]

−

:* [[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}}~~

+

:* [[Integration with marketing services|Integrating external marketing services]] with Resco Cloud

−

:* [[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)

; {{anchor|Service}} Service

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:* 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}}

+

:* Setup – [[Setup#Web_Service|Web service {{Badge|Resco Mobile CRM App}}

−

:* [[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}}~~

+

:* [[Resco CRM Connector|Resco CRM integration with other back-end systems using web services]]

; {{anchor|Settings}} Settings

: Section of Woodford specifying its default behavior.

−

+

:* [[Settings]] in Woodford

:* 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}}~~

; {{anchor|Setup}} Setup

−

: Setup screen ~~was designed~~ to set up the appearance and functions of the Resco ~~Mobile CRM application~~.

+

: The [[Setup]] screen serves to set up the appearance and functions of the [[Resco mobile apps]].

:* Setup screen, login, Exchange contacts, sync info on Home screen: [https://youtu.be/pYbmWlqLFh8?t=31m25s LINK] {{Badge|Webinar}}

−

~~:* Setup screen: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850994 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Turn on/off standard entities: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850995 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Online mode: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850996 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Auto sync: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850997 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}}~~

−

~~:* Setup – Map and dashboard: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850999 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – List Buttons: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851000 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Max attachment size: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851001 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Max sync records: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851002 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}}~~

−

~~:* Setup – Save password: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851004 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Use CRM email: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851005 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Use reminders: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851006 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Language: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851007 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Phone app: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851008 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Display density (Android only): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851009 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Private views: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851010 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}}~~

−

~~:* Setup – Delete data: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851012 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Home realm: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851013 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}}~~

−

~~:* Setup – Max image size (iOS only): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851015 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Record quality (iOS only): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851016 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}} [[Rules_editor#Using_variables|Shared variable]]

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: SharePoint is a web-based, collaborative platform that integrates with Microsoft Office.

:* 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

−

:* SharePoint integration server side prerequisites (Dynamics CRM)~~: [https://www.resco.net/woodford-user-guide/#_Toc483815992 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[SharePoint]] integration

−

~~:* SharePoint integration: [https://www.resco.net/woodford-user-guide/#_Toc483815993 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[SharePoint]] integration server side prerequisites (Dynamics CRM)

; {{anchor|Signature}} Signature

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: Skype is a voice over Internet Protocol (VoIP) software application used for voice, video and instant messaging communications. Skype software allows user to make calls, video calls or engage in chat over the Internet. Unlike other similar services, Skype calls use peer-to-peer technology rather than the client-server system.

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

+

; {{anchor|Sorting}} Sorting

+

: In many situations when working with CRM records, you might want to change their order, i.e., sort them.

+

:* [[View#Edit_sort|Change sort order in views]]

+

:* [[View#Properties_pane|Enable auto header in views to allow simple sorting.]]

+

:* [[Filter_editor#Define_sort_order_and_restrict_count|Change sort order in filter editor]]

; {{anchor|Storage}} Storage

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: The editor enables user to change the default styles, or adding new styles, that can be then assigned to fields on views. The styles are global, for all fields on views, so if user changes a style that is assigned to multiple fields, even to a view on a different entity, these changes are also applied to these fields. Also, it does not matter in which view the Style Editor is opened and edited in.

:* Customizable map styles: [https://youtu.be/hn3lsFl3o9I?t=11m39s LINK] {{Badge|Webinar}}

−

~~:* View style editor: [https://www.resco.net/woodford-user-guide/#__RefHeading__5827_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Changing style on view dynamically: [https://www.resco.net/woodford-user-guide/#Changing_Style 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]]

:* [[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}}

−

:* 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}}

:* Setup screen, login, Exchange contacts, sync info on Home screen: [https://youtu.be/pYbmWlqLFh8?t=31m25s LINK] {{Badge|Webinar}}

:* [[Sync Filter|Synchronization filters]]: [https://youtu.be/pwHKb5sDbEo?t=15m15s 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}}

+

:* [[Resco_Mobile_CRM#Synchronization|How to synchronize a device]] {{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}}~~

+

:* [[Connecting to CRM]]

−

:* Setup – Auto sync~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850997 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Setup]] – Auto sync, Max sync records, Sync login (Background sync) {{Badge|Resco Mobile CRM App}}

−

~~:* Setup –~~ Max sync records~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851002 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

+

:* [[Synchronization troubleshooting]]

−

~~:* Setup –~~ Sync login (Background sync)~~: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851003 LINK] {{Badge|Document}}~~ {{Badge|Resco Mobile CRM App}}

+

:* [[Log_files#Synchronization_log|Sync log]]

−

:* Synchronization ~~Guide for Resco Mobile CRM App~~: [~~https://www.resco.net/synchronization-guide/ LINK~~] ~~{{Badge|Document}}~~

:* [[Resco CRM sync]] (copy Microsoft Dynamics CRM organization to Resco CRM, and keep them synchronized)

−

:* ~~Setting up a sync filter:~~ [~~https://www.resco.net/woodford-user-guide/#__RefHeading__5817_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Sync Filter]]

−

~~:* Linked sync filters (Dyn CRM):~~ [~~https://www.resco.net/woodford-user-guide/#__RefHeading__5819_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Advanced sync setup|Fine-tuning the sync downloader]]

−

~~:* External document sync filter options: [https://www.resco.net/woodford-user-guide/#External_Document_Sync LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Document filters]]

−

:* [[~~Speed up synchronization~~|Fine-tuning the sync downloader]]: [~~https://www.resco.net/support/sync-downloader/ LINK~~] ~~{{Badge|Document}}~~

; {{anchor|Sync_Dashboard}} [[Sync Dashboard]]

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: Settable option in the Setup menu, represented by a button. If this button is switched off, the sync pop-up window won’t be displayed each time you will sync your app. The app will do the background sync and you will still be able to use your app even while it synchronizes with your CRM server.

−

:* 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 – [[Setup#Sync_Login|Sync login]] (Background sync): {{Badge|Resco Mobile CRM App}}

== T ==

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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.

:* 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}}

−

:* [[Synchronization troubleshooting|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]]

== U ==

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; {{anchor|User}} User

−

: ~~Entity~~ that has authority to use an application, equipment, facility, process, or system, or one who consumes or employs a good or service to obtain a benefit or to solve a problem, and who may or may not be the actual purchaser of the item.

+

: An entity that has the authority to use an application, equipment, facility, process, or system, or one who consumes or employs a good or service to obtain a benefit or to solve a problem, and who may or may not be the actual purchaser of the item.

:* Boosting user experience: [https://blog.resco.net/2017/10/16/4-quick-tips-to-boost-your-resco-mobile-crm-user-experience/ LINK] {{Badge|Blog}}

:* Keeping track of the 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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:* User management, encryption: [https://youtu.be/MuEVr6Qg7ns?t=5m54s LINK] {{Badge|Webinar}}

:* New User Interface: [https://youtu.be/1hldwY-QyNY?t=1m26s LINK] {{Badge|Webinar}}

−

:* Mobile Users~~: [https://www.resco.net/woodford-user-guide/#__RefHeading__5781_1627906509 LINK~~] ~~{{Badge|Document}} {{Badge|Woodford}}~~

+

:* [[Mobile users|Mobile Users]]

−

:* 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]]

== V ==

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; {{anchor|View}} [[View]]

−

: Definition of a way to display CRM records to ~~user~~.

+

: Definition of a way to display CRM records to users.

:* 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}}

Line 1,501: Line 1,329:

:* Data images on Lists/Views: [https://youtu.be/INK4PsAyX8g?t=9m50s LINK] {{Badge|Webinar}}

:* Images on Lists/Views, Images on forms: [https://youtu.be/INK4PsAyX8g?t=12m48s LINK] {{Badge|Webinar}}

−

~~:* Satellite vs. aerial map view: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850927 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Switch calendar views: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850943 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Accounts – switch to a map view: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850946 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* View the account details: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850949 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Contacts – Switch to a map view: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850952 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* View the contact details: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850955 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}}~~

−

~~:* View the details of an order: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850977 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* View the details of an invoice: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850983 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* View the details of a product: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850987 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* View the details of a case: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850992 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

~~:* Setup – Private views: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851010 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}~~

−

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

−

~~:* Day view: [https://www.resco.net/field-service-guide/#_Toc494714009 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* Week view: [https://www.resco.net/field-service-guide/#_Toc494714010 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

−

~~:* Views: [https://www.resco.net/woodford-user-guide/#__RefHeading__5821_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Creating a public view: [https://www.resco.net/woodford-user-guide/#__RefHeading__5823_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* View binding: [https://www.resco.net/woodford-user-guide/#__RefHeading__5825_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* View style editor: [https://www.resco.net/woodford-user-guide/#__RefHeading__5827_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Additional view configuration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5829_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* View – Buttons: [https://www.resco.net/woodford-user-guide/#_Toc483815906 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* View – Edit filter: [https://www.resco.net/woodford-user-guide/#_Toc483815907 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* View – Edit sort: [https://www.resco.net/woodford-user-guide/#_Toc483815908 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* View – Edit search: [https://www.resco.net/woodford-user-guide/#_Toc483815909 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* View – Multiselect: [https://www.resco.net/woodford-user-guide/#_Toc483815910 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* View – Add image, add map pin: [https://www.resco.net/woodford-user-guide/#_Toc483815911 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* View – Sort fields and filter fields: [https://www.resco.net/woodford-user-guide/#_Toc483815912 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* View – Date fields: [https://www.resco.net/woodford-user-guide/#_Toc483815913 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Multiple views: [https://www.resco.net/woodford-user-guide/#__RefHeading__5831_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Advanced view features: [https://www.resco.net/woodford-user-guide/#_Toc426143557 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Changing style on view dynamically: [https://www.resco.net/woodford-user-guide/#Changing_Style LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* View – Editable field (editable list): [https://www.resco.net/woodford-user-guide/#_Toc483815918 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* View – Clickable field: [https://www.resco.net/woodford-user-guide/#_Toc483815919 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* View – Iframe: [https://www.resco.net/woodford-user-guide/#_Toc483815920 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Search view: [https://www.resco.net/woodford-user-guide/#_Toc483815921 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

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

−

~~:* Automatic List/View headers: [https://www.resco.net/woodford-user-guide/#_Toc483815923 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

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

−

~~:* Calendar - Views: [https://www.resco.net/woodford-user-guide/#__RefHeading__5939_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* List/View picture from Note: [https://www.resco.net/woodford-user-guide/#__RefHeading__5979_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Default and editable List/View images: [https://www.resco.net/woodford-user-guide/#_Toc483816010 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

−

~~:* Entity image on View: [https://www.resco.net/woodford-user-guide/#_Toc483816013 LINK] {{Badge|Document}} {{Badge|Woodford}}~~

== W ==

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: The common name for the World Wide Web, a subset of the Internet consisting of the pages that can be accessed by a Web browser.

:* Web portal – Adxstudio: [https://blog.resco.net/2018/01/18/get-better-access-to-adxstudio-via-the-resco-mobile-crm-app/ 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 – [[Setup#Web_Service|Web service]] {{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 integration with other back-end systems using web services: [[Resco CRM Connector]]

; {{anchor|Woodford}} [[Woodford]]

−

: ~~Essential~~ part of Resco Mobile CRM solution used ~~as customization~~, user management and device management tool.

+

: The essential part of Resco Mobile CRM solution used for designing [[app projects]], user management and device management tool.

:* Using Woodford to add search bar: [https://blog.resco.net/2018/01/24/how-to-set-up-and-utilize-global-search-in-resco-mobile-crm/ LINK] {{Badge|Blog}}

:* Reactivating records in Woodford: [https://blog.resco.net/2017/11/06/how-to-make-inactive-records-active-again-in-resco-mobile-crm/ LINK] {{Badge|Blog}}

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:* Online mode and Offline mode: [https://youtu.be/kptm_GQMsx4?t=18m37s LINK] {{Badge|Webinar}}

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

−

~~:* Woodford Quick Guide for Salesforce: [https://www.resco.net/woodford-quick-guide-salesforce/ LINK] {{Badge|Document}}~~

; {{anchor|WorkOrder}} WorkOrder

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: Specific CRM entity.

+

: Specific CRM entity, often used in [[Schedule Board]].

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~~:* WorkOrder schedule colors: [https://www.resco.net/field-service-guide/#_Toc494714013 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

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~~:* Hide/Show weekends~~, ~~completed and canceled WorkOrder schedules: [https://www.resco.net/field-service-guide/#_Toc494714015 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

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~~:* WorkOrder schedule editing (drag&drop): [https://www.resco.net/field-service-guide/#_Toc494714019 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

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~~:* WorkOrder schedule editing (edit dialog): [https://www.resco.net/field-service-guide/#_Toc494714021 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

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~~:* WorkOrder schedule editing (form): [https://www.resco.net/field-service-guide/#_Toc494714022 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

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~~:* WorkOrder schedule automatization:~~ [~~https://www.resco.net/field-service-guide/#_Toc494714023 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

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~~:* WorkOrder schedule automatization (manual): [https://www.resco.net/field-service-guide/#_Toc494714024 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

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~~:* WorkOrder schedule automatization (semi-automatic):~~ [~~https://www.resco.net/field-service-guide/#_Toc494714025 LINK~~] ~~{{Badge|Document}} {{Badge|Field Service}}~~

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~~:* WorkOrder schedule automatization (automatic): [https://www.resco.net/field-service-guide/#_Toc494714026 LINK~~] ~~{{Badge|Document}} {{Badge|Field Service}}~~

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~~:* WorkOrder schedule violations: [https://www.resco~~.~~net/field-service-guide/#_Toc494714027 LINK] {{Badge|Document}} {{Badge|Field Service}}~~

== X ==

Jzambor

Interface administrators, Administrators

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Revision as of 06:30, 30 June 2021

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