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; {{anchor|About}} [[About]] (section) | ; {{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. | : Woodford section containing basic information about Woodford version, contact info for customer support and info about connected organization and an update button. | ||
:* About | :* [[About]] {{Badge|Woodford}} | ||
; {{anchor|Account}} Account | ; {{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}} | :* 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}} | :* 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}} | ||
:* Accounts – switch to a map view: [ | :* Accounts – switch to a map view: [[Resco_Mobile_CRM#Accounts.2C_contacts.2C_and_leads|Accounts, contacts, and leads]] {{Badge|Resco Mobile CRM App}} | ||
; {{anchor|Activity}} Activity | ; {{anchor|Activity}} Activity | ||
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: Activities are sets of duties ranging between Appointments, Phone Calls or Tasks. | : 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}} | :* Activity label customization: [https://blog.resco.net/2017/09/27/quick-trick-for-the-calendar-customize-labels-of-your-activities/ LINK] {{Badge|Blog}} | ||
:* | :* [[Resco_Mobile_CRM#Activities|Working with activities]] {{Badge|Resco Mobile CRM App}} | ||
:* Create new appointment or service activity in calendar: [https://www. | :* Create new appointment or service activity in calendar: [https://www.youtube.com/watch?v=8HLIz8A7AIs LINK] {{Badge|Webinar}} {{Badge|Resco Mobile CRM App}} | ||
:* [[Social]] – Activity feeds | :* [[Social]] – Activity feeds | ||
; {{anchor|Adxstudio}} Adxstudio | ; {{anchor|Adxstudio}} Adxstudio | ||
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; {{anchor|Android}} Android | ; {{anchor|Android}} Android | ||
: 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. | : 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}} | :* 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}} | :* 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 | ; {{anchor|Appointment}} Appointment | ||
: 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. | : 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 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}} | :* 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}} | :* Appointments from Exchange: [https://youtu.be/jELqHaeS01E?t=33m51s LINK] {{Badge|Webinar}} | ||
:* | :* [[Resco_Mobile_CRM#Opportunities.2C_quotes.2C_orders.2C_and_invoices|Opportunities, quotes, orders, and invoices]] | ||
:* Appointments on [[global map]] {{Badge|Woodford}} | |||
:* Appointments on [[global map]] | |||
; {{anchor|Arrange}} Arrange | ; {{anchor|Arrange}} Arrange | ||
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; {{anchor|Associated list}} Associated list | ; {{anchor|Associated list}} Associated list | ||
: A list of records associated/related with currently opened record. | : A list of records associated/related with currently opened record. | ||
: When user selects an associated list | : 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]] | :* 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}} | :* 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}} | :* Extended mobile auditing capabilities: [https://youtu.be/iLZ43KxGEW0?t=2m38s LINK] {{Badge|Webinar}} | ||
:* Auditing | :* [[Auditing]] {{Badge|Woodford}} | ||
; {{anchor|Authentication}} Authentication | ; {{anchor|Authentication}} Authentication | ||
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; {{anchor|Branding}} [[Branding]] (section) | ; {{anchor|Branding}} [[Branding]] (section) | ||
: Woodford section for setting custom info about the application such as manufacturer, title, website or support email. | : Woodford section for setting custom info about the application such as manufacturer, title, website or support email. {{Badge|Woodford}} | ||
; {{anchor|Business logic}} [[Business logic]] | ; {{anchor|Business logic}} [[Business logic]] | ||
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:* Business Rules: [https://youtu.be/kHZPlnvvLQY?t=4m33s LINK] {{Badge|Webinar}} | :* Business Rules: [https://youtu.be/kHZPlnvvLQY?t=4m33s LINK] {{Badge|Webinar}} | ||
:* [[Business Process Flow]]: Make certain business processes available on mobile CRM app. | :* [[Business Process Flow]]: Make certain business processes available on mobile CRM app. | ||
:* [[Form]] | :* [[Form rules]]: Add business logic to your forms. {{Badge|Woodford}} | ||
:* [[Offline HTML]] with Javascript: | :* [[Offline HTML]] with Javascript: Option for advanced business logic scenarios. {{Badge|Woodford}} | ||
; {{anchor|Button}} Button | ; {{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}} | :* 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}} | :* Running report functionality and the commands connected to it: [https://blog.resco.net/2015/03/03/run-reports/ LINK] {{Badge|Blog}} | ||
:* Setup – List Buttons: | :* 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 – Edit commands: [[Form_commands#Available_commands|Available commands]] | ||
:* Form – Custom commands: [[Form_commands#Custom_commands|Custom commands]] | :* Form – Custom commands: [[Form_commands#Custom_commands|Custom commands]] | ||
:* [[Form#Additional_form_components|Form buttons]] | |||
== C == | == C == | ||
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:* Calendar sharing: [https://youtu.be/C9dCC9mdyOM?t=18m13s LINK] {{Badge|Webinar}} | :* 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}} | :* Multiple dashboards, Maps and Calendars with additional functions: [https://youtu.be/kHZPlnvvLQY?t=19m44s LINK] {{Badge|Webinar}} | ||
:* Switch calendar views: [ | :* Switch calendar views: [[Resco_Mobile_CRM#Calendar|Calendar in the app]] {{Badge|Resco Mobile CRM App}} | ||
:* [[Calendar]] | :* [[Calendar]] | ||
:* Calendar | :* Calendar – [[Calendar#Views_tab|Views tab]] | ||
:* Calendar | :* Calendar – [[Calendar#Constraints_tab|Constraints tab]] | ||
:* Calendar | :* Calendar – [[Calendar#Rules_tab|Rules tab]] | ||
:* [[Events_and_reminders#CRM_events_in_personal_calendar|CRM events in the personal calendar]] | :* [[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. | : 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}} | :* Phone call tracking and logging: [https://blog.resco.net/2016/02/10/phone-call-tracking-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | ||
:* | :* [[Resco_Mobile_CRM#Calls_and_emails|Call or email directly]] from Resco Mobile CRM App {{Badge|Resco Mobile CRM App}} | ||
; {{anchor|Execute}} [[Rules editor|Can execute]] | ; {{anchor|Execute}} [[Rules editor|Can execute]] | ||
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:* [[Form_commands#Can_Execute_example|Can execute example]] | :* [[Form_commands#Can_Execute_example|Can execute example]] | ||
; {{anchor|Case}} Case | ; {{anchor|Case}} [[Resco_Mobile_CRM#Cases|Case]] | ||
: Specific CRM entity. | : Specific CRM entity. | ||
:* | :* You can add new cases, edit them, view the details, or resolve them. | ||
; {{anchor|Charts}} [[Chart]]s | ; {{anchor|Charts}} [[Chart]]s | ||
: Charts can be used in two cases. | : 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. | : User can create more Charts for one entity. | ||
:* In-app chart editor: [https://youtu.be/B5mMIqJYy-Y?t=3m35s LINK] {{Badge|Webinar}} | :* 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}} | :* 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}} | :* HTML5 Charts: [https://youtu.be/MoSkk0uZyc0?t=30m45s LINK] {{Badge|Webinar}} | ||
:* [[Dashboard]] | :* [[Dashboard]] – [[Chart]]s | ||
; {{anchor|Chat}} [[Chat]] | ; {{anchor|Chat}} [[Chat]] | ||
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:* Chat with multimedia support: [https://youtu.be/boefrMnDlug?t=26m20s LINK] {{Badge|Webinar}} | :* Chat with multimedia support: [https://youtu.be/boefrMnDlug?t=26m20s LINK] {{Badge|Webinar}} | ||
:* Chat: [https://youtu.be/C9dCC9mdyOM?t=10m05s LINK] {{Badge|Webinar}} | :* Chat: [https://youtu.be/C9dCC9mdyOM?t=10m05s LINK] {{Badge|Webinar}} | ||
:* [[Social]] | :* [[Social]] – [[Chat]] | ||
:* [[Chat#Chatter_for_Salesforce|Salesforce Chatter]] | |||
; {{anchor|Checkin}} Check In/Check Out | ; {{anchor|Checkin}} Check In/Check Out | ||
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; {{anchor|Cloud}} Cloud | ; {{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. | : 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. | ||
:* [[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}} | :* [[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}} | ||
:* City Smart Services – a cloud based solution: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK] {{Badge|Blog}} | :* City Smart Services – a cloud-based solution: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK] {{Badge|Blog}} | ||
:* Resco Cloud | :* [[Resco Cloud]] | ||
:* | :* [[Integration with marketing services]] | ||
; {{anchor|Collection}} Collection | ; {{anchor|Collection}} Collection | ||
: In this case it’s a data gathering. | : 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}} | :* 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}} | :* Detail collection: [https://youtu.be/2dM7TSdNGqU?t=40m48s LINK] {{Badge|Webinar}} | ||
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:* Form – Edit commands: [[Form commands]] | :* Form – Edit commands: [[Form commands]] | ||
:* Form – Custom commands: [[Form_commands#Custom_commands|Custom commands]] | :* Form – Custom commands: [[Form_commands#Custom_commands|Custom commands]] | ||
:* Setup – List Buttons | :* [[View#Buttons|Setup – List Buttons]] | ||
; [[Form_commands#Form_rules|Command rules]] | ; [[Form_commands#Form_rules|Command rules]] | ||
: Business logic describing when command is available and its functionality. | : Business logic describing when a command is available and its functionality. | ||
:* See ON CAN EXECUTE and CAN EXECUTE keywords. | :* See ON CAN EXECUTE and CAN EXECUTE keywords. | ||
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:* Phone contact integration: [https://youtu.be/Wad77Ob37gU?t=3m14s LINK] {{Badge|Webinar}} | :* 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}} | :* HTML Contact Information form: [https://youtu.be/sGdE8xvb92o?t=19m56s LINK] {{Badge|Webinar}} | ||
:* | :* [[Resco_Mobile_CRM#Accounts.2C_contacts.2C_and_leads|Contacts]] {{Badge|Resco Mobile CRM App}} | ||
:* [[Form#Contact_information_form|Contact information form]] (deprecated) | :* [[Form#Contact_information_form|Contact information form]] (deprecated) | ||
:* Entity image on Contact Information Form: [[Images#Entity_image_.28Dynamics.29|Entity images]] | :* Entity image on Contact Information Form: [[Images#Entity_image_.28Dynamics.29|Entity images]] | ||
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; {{anchor|Images}} [[Images|Custom images]] | ; {{anchor|Images}} [[Images|Custom images]] | ||
: | : 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#Adding_a_custom_image|Adding a custom image]] | ||
:* [[Images#Bulk_changes|Bulk change/import of custom images]] | :* [[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}} | :* 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}} | :* Multiple dashboards, Maps and Calendars with additional functions: [https://youtu.be/kHZPlnvvLQY?t=19m44s LINK] {{Badge|Webinar}} | ||
:* | :* [[Resco_Mobile_CRM#Dashboard|Dashboards in the app]] | ||
:* [[Dashboard]] – [[Chart]]s – [[Dashboard#Creating_an_dashboard|Creating a dashboard]] | |||
:* Dashboard | |||
; {{anchor|Data}} Data | ; {{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}} | :* 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}} | :* The endless configuration possibilities with Salesforce data – for phones and tablets: [https://blog.resco.net/2018/03/27/salesforce-customization/ LINK] {{Badge|Blog}} | ||
:* Data Encryption | :* 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}} | :* 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}} | :* 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}} | :* Data images on Lists/Views: [https://youtu.be/INK4PsAyX8g?t=9m50s LINK] {{Badge|Webinar}} | ||
:* Setup – Delete data | :* [[Setup#Delete_Data|Setup – Delete data]] {{Badge|Resco Mobile CRM App}} | ||
; {{anchor|Database}} Database | ; {{anchor|Database}} Database | ||
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; {{anchor|Deep}} Deep link | ; {{anchor|Deep}} Deep link | ||
: A hyperlink that links to a specific, generally searchable or indexed, piece of content. | : A hyperlink that links to a specific, generally searchable or indexed, piece of content. | ||
:* Record | :* [[Communication with external applications|Record – deep link]] | ||
; {{anchor|Design}} Design | ; {{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}} | :* 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}} | :* [[Documents|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 | :* [[Documents|Documents on DropBox, Google Drive and SharePoint]] | ||
:* [[Document filters|Document filtering]] (BLOB filters) | |||
:* [[Document filters|Document filtering]] | |||
; {{anchor|Dropbox}} [[DropBox]] | ; {{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}} | :* 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}} | :* 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 | :* [[Documents|Documents on DropBox, Google Drive and SharePoint]] | ||
; {{anchor|Dropdown}} Dropdown | ; {{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). | : 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. | : Also known as an option set. | ||
:* Dropdowns in text fields: [https://youtu.be/9vL4QRN_1dk?t=34m05s | :* 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 == | == E == | ||
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:* Email viewing, editing and tracking, signature, emails for tracked entities: [https://youtu.be/Wad77Ob37gU?t=10m32s LINK] {{Badge|Webinar}} | :* 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}} | :* Offline HTML, text editor in Woodford, drag&drop: [https://youtu.be/Wad77Ob37gU?t=29m12s LINK] {{Badge|Webinar}} | ||
:* | :* [[Resco_Mobile_CRM#Accounts.2C_contacts.2C_and_leads|Edit accounts, contacts, leads]] {{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}} | |||
:* | :* [[Resco_Mobile_CRM#Products|Add or edit products]] {{Badge|Resco Mobile CRM App}} | ||
:* [[Resco_Mobile_CRM#Cases|Edit cases]] {{Badge|Resco Mobile CRM App}} | |||
:* WorkOrder schedule editing: See [[Schedule Board]]. | |||
:* | :* View – [[View#Edit_filter|Edit filter]] {{Badge|Woodford}} | ||
:* View – [[View#Edit_sort|Edit sort]] {{Badge|Woodford}} | |||
:* View – [[View#Edit_search|Edit search]] {{Badge|Woodford}} | |||
:* Edit cases | :* View – [[View#Editable_field|Editable field (editable list)]] {{Badge|Woodford}} | ||
:* WorkOrder schedule editing | :* [[Form#Types_of_forms|Edit form]] {{Badge|Woodford}} | ||
:* | :* [[Images#Default_.2F_editable_images_in_views|Default and Editable List/View Images]] {{Badge|Woodford}} | ||
:* [[Images#Use_Note_attachment_as_image_in_forms|Edit Form picture from Note]] {{Badge|Woodford}} | |||
:* [[Images#Entity_images|Entity image]] on Edit Form {{Badge|Woodford}} | |||
:* View – Edit sort | |||
:* View – Edit search | ; {{anchor|Editor}} Editors | ||
:* View – Editable field (editable list) | :* [[Command editor]] | ||
:* Edit form | :* [[Filter editor]] | ||
:* | :* [[Rules editor]] | ||
:* [[Style editor]] | |||
:* Edit Form picture from Note | |||
:* Entity image on Edit Form | |||
; {{anchor|Email}} [[Email integration|Email]] | ; {{anchor|Email}} [[Email integration|Email]] | ||
| Line 420: | Line 392: | ||
:* Uploading files from an email into the application: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | :* 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}} | :* 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 | :* 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 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 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 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}} | ||
:* | :* Configure: [[Exchange]], [[Google]], [[Email_integration#Email_attachments|attachments]] | ||
; {{anchor|Encryption}} Encryption | ; {{anchor|Encryption}} Encryption | ||
: The process of using an algorithm to transform information to make it unreadable for unauthorized users. | : 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}} | :* [[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 | :* 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}} | :* User management, encryption: [https://youtu.be/MuEVr6Qg7ns?t=5m54s LINK] {{Badge|Webinar}} | ||
; {{anchor|Entity}} [[Entity]] | ; {{anchor|Entity}} [[Entity]] | ||
: An entity is some unit of data that can be classified and have stated relationships to other entities. | : 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}} | :* 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}} | :* 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}} | :* 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}} | :* Entity images: [https://youtu.be/INK4PsAyX8g?t=3m55s LINK] {{Badge|Webinar}} | ||
:* Setup – Turn on/off standard entities | :* Setup – [[Setup#Entity|Turn on/off standard entities]] {{Badge|Resco Mobile CRM App}} | ||
:* Managing home screen entities: [[Home screen]] {{Badge|Woodford}} | |||
:* [[Images#Entity_images|Entity images]] | |||
:* Managing home screen entities: [ | :* [[Entity notification workflow]] | ||
:* | |||
:* [[Entity notification workflow]] | |||
; {{anchor|ERP}} ERP | ; {{anchor|ERP}} ERP | ||
| Line 459: | Line 425: | ||
; {{anchor|Events}} Events | ; {{anchor|Events}} Events | ||
: A time-defined record that should trigger a reminder. | : A time-defined record that should trigger a reminder. | ||
:* [[Events and reminders]] | :* [[Events and reminders]] | ||
; {{anchor|Excel}} Excel | ; {{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}} | :* 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}} | :* Email improvements – HTML mail viewer and editor, Gmail and Exchange support: [https://youtu.be/4Eu0NGgZNc4?t=4m39s LINK] {{Badge|Webinar}} | ||
:* Exchange integration | :* [[Exchange]] integration {{Badge|Woodford}} | ||
; {{anchor|Export}} Export | ; {{anchor|Export}} Export | ||
| Line 485: | Line 450: | ||
:* 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}} | :* 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}} | :* 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: [ | :* External (Portal) User project: [[External users]] {{Badge|Woodford}} | ||
:* Communication with external | :* [[Communication with external applications]] {{Badge|Woodford}} | ||
== F == | == F == | ||
| Line 516: | Line 481: | ||
:* Additional filter for associated views and lookup fields: [https://youtu.be/MoSkk0uZyc0?t=20m8s LINK] {{Badge|Webinar}} | :* 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}} | :* Example: Unhiding fields and tabs according to the content of filled in fields: [https://youtu.be/RbCyjOYLewc?t=11m3s LINK] {{Badge|Webinar}} | ||
:* | :* [[App_projects#Managing_fields|Managing fields in app projects]] | ||
:* View – Sort fields and filter fields | :* View – [[View#Sort_fields_and_filter_fields|Sort fields and filter fields]] | ||
:* View – Date fields | :* View – [[View#Date_fields|Date fields]] | ||
:* View – Editable field (editable list) | :* View – [[View#Editable_field|Editable field (editable list)]] | ||
:* View – Clickable field | :* View – [[View#Clickable_field|Clickable field]] | ||
; {{anchor|Field_service}} Field service | ; {{anchor|Field_service}} Field service | ||
: A business process that deals with technicians visiting a customer and performing a service for them. | : A business process that deals with technicians visiting a customer and performing a service for them. | ||
:* | :* [[Schedule Board]]: a web-based tool for managing the people working in the field | ||
:* [[Resco Cloud quick guide for Field Service technicians]] | |||
: | |||
:* | |||
; {{anchor|File}} File | ; {{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. | : A collection of data, programs, etc. stored in a computer's memory or on a storage device under a single identifying name. | ||
:* See also | :* See also [[Glossary#Document|Document]] | ||
:* Working with the files: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | :* Working with the files: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | ||
| Line 566: | Line 510: | ||
:* Additional filter for associated views and lookup fields: [https://youtu.be/MoSkk0uZyc0?t=20m8s LINK] {{Badge|Webinar}} | :* Additional filter for associated views and lookup fields: [https://youtu.be/MoSkk0uZyc0?t=20m8s LINK] {{Badge|Webinar}} | ||
:* Option set filtering: [https://youtu.be/1wcaUzNJpOs?t=23m30s LINK] {{Badge|Webinar}} | :* Option set filtering: [https://youtu.be/1wcaUzNJpOs?t=23m30s LINK] {{Badge|Webinar}} | ||
:* Filtering and searching within the map | :* [[Resco_Mobile_CRM#Filtering_and_searching_within_the_map|Filtering and searching within the map]] {{Badge|Resco Mobile CRM App}} | ||
:* Filtering of records | :* [[Resco_Mobile_CRM#Searching_and_filtering|Filtering of records]] {{Badge|Resco Mobile CRM App}} | ||
:* | :* [[Schedule_Board#Filter_skills_and_territories|Schedule Board: Filter by skill and territory]] | ||
: | :* Setting up a [[Sync Filter]] | ||
:* [[Sync_Filter#Incremental_linked_sync_filters|Linked sync filters (Dyn CRM)]] | |||
:* Setting up a | :* [[Filter editor]] – a common interface used to define filters in Woodford | ||
:* Linked sync filters (Dyn CRM): [ | :* View – [[View#Edit_filter|Edit filter]] | ||
:* View – Edit filter | :* View – [[View#Sort_fields_and_filter_fields|Sort fields and filter fields]] | ||
:* View – Sort fields and filter fields | :* [[Document_filters|External document sync filter options]] | ||
:* | :* [[Filtered lookup]] | ||
:* Filtered | |||
; {{anchor|Fingerprint}} Fingerprint | ; {{anchor|Fingerprint}} Fingerprint | ||
| Line 590: | Line 531: | ||
:* [[Flexible form]]s: [https://youtu.be/1hldwY-QyNY?t=7m27s LINK] {{Badge|Webinar}} | :* [[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}} | :* Flexible Forms in Woodford, Views: [https://youtu.be/1hldwY-QyNY?t=19m20s LINK] {{Badge|Webinar}} | ||
:* New UI – Flexible | :* New UI – [[Flexible form]] | ||
; {{anchor|Footer}} Footer | ; {{anchor|Footer}} Footer | ||
: Bottom part of list/view that contains a summary. | : 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}} | :* 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 | :* [[View#List_.2F_view_footer|List/View footer]] | ||
; {{anchor|Form}} [[Form]] | ; {{anchor|Form}} [[Form]] | ||
: | : 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. | : 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}} | :* 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}} | ||
| Line 605: | Line 546: | ||
:* 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}} | :* 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}} | :* [[Placeholder]] text for the form fields: [https://blog.resco.net/2015/09/07/placeholder-text/ LINK] {{Badge|Blog}} | ||
:* Form layouts | :* 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}} | :* 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}} | :* Adding a new custom entity, enabling a field, creating a view and new edit form: [https://youtu.be/pwHKb5sDbEo?t=9m18s LINK] {{Badge|Webinar}} | ||
| Line 612: | Line 553: | ||
:* Flexible Forms in Woodford, Views: [https://youtu.be/1hldwY-QyNY?t=19m20s LINK] {{Badge|Webinar}} | :* 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}} | :* Images on Lists/Views, Images on Forms: [https://youtu.be/INK4PsAyX8g?t=12m48s LINK] {{Badge|Webinar}} | ||
:* | :* [[Form#Creating_a_form|Form creation]] | ||
:* Form | :* [[Form#Contact_information_form|Contact information form]] | ||
:* [[Form#Edit_form|Edit form]] | |||
:* [[Style editor]] | |||
:* | :* [[Form#Add_HTML_frames|Form – Iframe]] | ||
:* Form | :* [[Form#Add_map|Form – Map frame]] | ||
:* [[Form#Add_media|Form – Media tab]] | |||
:* Form | :* [[Form#Add_commands|Form – Edit commands]] | ||
:* [[Command_editor#Form_rule_examples|Form – On can execute examples]] | |||
:* [[Form#Associated_tab_properties|Form – Additional options for associated lists]] | |||
:* [[Form#Placeholder_text|Form – Placeholder text]] | |||
:* | :* New UI – [[Flexible form]]s | ||
:* [[Images#Configurable_on.2Foff_images_on_a_form|Configurable on/off images on a form]] | |||
:* [[Images#Crop_or_edit_images_in_forms|Crop or edit images in forms]] | |||
:* [[Images#Use_Note_attachment_as_image_in_forms|Use Note attachment as image in forms]] | |||
:* New UI – Flexible | :* [[Localization_examples#Rename_form_tabs|Rename form tabs]] | ||
:* | |||
:* | |||
:* | |||
:* | |||
; {{anchor|Form_rules}} [[Form rules]] | ; {{anchor|Form_rules}} [[Form rules]] | ||
: Form | : 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}} | :* 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}} | :* 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}} | ||
| Line 650: | Line 589: | ||
:* Error messages/Validation: [https://youtu.be/1wcaUzNJpOs?t=18m15s LINK] {{Badge|Webinar}} | :* Error messages/Validation: [https://youtu.be/1wcaUzNJpOs?t=18m15s LINK] {{Badge|Webinar}} | ||
:* Option set filtering: [https://youtu.be/1wcaUzNJpOs?t=23m30s LINK] {{Badge|Webinar}} | :* Option set filtering: [https://youtu.be/1wcaUzNJpOs?t=23m30s LINK] {{Badge|Webinar}} | ||
; {{anchor|Full}} [[Full sync]] | ; {{anchor|Full}} [[Full sync]] | ||
: Full or | : 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}} | :* 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}} | ||
| Line 660: | Line 598: | ||
; {{anchor|Geocoding}} [[Geocoding]] | ; {{anchor|Geocoding}} [[Geocoding]] | ||
: Translating addresses to GPS coordinates. | : Translating addresses to GPS coordinates. | ||
; {{anchor|Global}} Global | ; {{anchor|Global}} Global | ||
| Line 666: | Line 603: | ||
:* 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://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 search: [https://youtu.be/Eq9kav-UeHo?t=4m10s LINK] {{Badge|Webinar}} | ||
:* [[Global map]]s | :* [[Global map]]s | ||
; {{anchor|Gmail}} [[Gmail]] | ; {{anchor|Gmail}} [[Gmail]] | ||
| Line 673: | Line 609: | ||
:* Blending an email in the CRM: [https://blog.resco.net/2015/11/18/email-integration-in-resco-crm/ LINK] {{Badge|Blog}} | :* 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}} | :* Email improvements – HTML mail viewer and editor, Gmail and Exchange support: [https://youtu.be/4Eu0NGgZNc4?t=4m39s LINK] {{Badge|Webinar}} | ||
; {{anchor|Google}} [[Google]] | ; {{anchor|Google}} [[Google]] | ||
: The brand name of a leading | : 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}} | :* Document sources, integration with Dropbox and Google Drive, list of documents, media tab: [https://youtu.be/Wad77Ob37gU?t=20m45s LINK] {{Badge|Webinar}} | ||
:* [[Documents]] on | :* [[Documents]] on Google Drive and other document servers | ||
:* Google integration | :* [[Google]] mail integration | ||
== H == | == H == | ||
| Line 687: | Line 622: | ||
:* 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}} | :* 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 headers: [https://youtu.be/B5mMIqJYy-Y?t=4m45s LINK] {{Badge|Webinar}} | ||
:* Automatic list/view headers: [ | :* Automatic list/view headers: Enable them on the [[View#Properties_pane|Properties pane]] of your view. | ||
; {{anchor|Highlight}} Highlight | ; {{anchor|Highlight}} Highlight | ||
| Line 696: | Line 631: | ||
; {{anchor|Home}} [[Home screen]] | ; {{anchor|Home}} [[Home screen]] | ||
: Basic screen of mobile CRM app. | : Basic screen of mobile CRM app. | ||
:* Managing Home screen | :* Managing [[Home screen]] in Woodford | ||
:* | :* Managing the entities of the [[Setup#Entity|home screen in the app]] | ||
:* | :* [[Home_screen#Home_groups|Nested home items]] | ||
; {{anchor|HTML}} HTML | ; {{anchor|HTML}} HTML | ||
| Line 711: | Line 645: | ||
:* HTML contact information form: [https://youtu.be/sGdE8xvb92o?t=19m56s LINK] {{Badge|Webinar}} | :* HTML contact information form: [https://youtu.be/sGdE8xvb92o?t=19m56s LINK] {{Badge|Webinar}} | ||
:* HTML5 charts: [https://youtu.be/MoSkk0uZyc0?t=30m45s LINK] {{Badge|Webinar}} | :* HTML5 charts: [https://youtu.be/MoSkk0uZyc0?t=30m45s LINK] {{Badge|Webinar}} | ||
:* | :* [[Debugging offline HTML]] | ||
; {{anchor|Hubs}} [[Hub]]s | ; {{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. | : 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}} | :* Entity Hubs and Field user: How to combine Salesforce records: [https://blog.resco.net/2019/02/14/entity-hubs-salesforce/ LINK] {{Badge|Blog}} | ||
== I == | == I == | ||
| Line 728: | Line 660: | ||
:* Extended form rules – Load fetch, shared variables, reload list/IFrame: [https://youtu.be/2dM7TSdNGqU?t=17m01s LINK] {{Badge|Webinar}} | :* 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}} | :* IFrame in Resco Mobile CRM: [https://youtu.be/cplZLC_mAc0?t=8m26s LINK] {{Badge|Webinar}} | ||
:* View – | :* View – [[View#iFrames|IFrame]] | ||
:* Form – | :* Form – [[Form#Add_HTML_frames|IFrame]] | ||
; {{anchor|Image}} [[Images|Image]] | ; {{anchor|Image}} [[Images|Image]] | ||
: A graphical representation of the external form of a person or a thing. | : 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}} | :* 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}} | :* 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}} | :* 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}} | :* Custom app login image: [https://youtu.be/Eq9kav-UeHo?t=28m24s LINK] {{Badge|Webinar}} | ||
:* | :* Setup – [[Setup#Appearance|Max image size]] (iOS only) | ||
:* [[Global_map#Custom_map_pins|Custom map pins]] | |||
:* | |||
; {{anchor|Import}} Import | ; {{anchor|Import}} Import | ||
| Line 754: | Line 678: | ||
: Copying selected data into app. | : Copying selected data into app. | ||
:* Import of the phone contacts: [https://blog.resco.net/2015/05/27/phone-contacts-import/ LINK] {{Badge|Blog}} | :* Import of the phone contacts: [https://blog.resco.net/2015/05/27/phone-contacts-import/ LINK] {{Badge|Blog}} | ||
:* Bulk change/import of custom images | :* [[Images#Bulk_changes|Bulk change/import of custom images]] | ||
; {{anchor|Incremental}} [[Incremental sync]] | ; {{anchor|Incremental}} [[Incremental sync]] | ||
| Line 770: | Line 694: | ||
:* Using a signature to verify inspections: [https://blog.resco.net/2016/03/02/signatures-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | :* Using a signature to verify inspections: [https://blog.resco.net/2016/03/02/signatures-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | ||
:* Mobile Field Inspections: [https://blog.resco.net/2015/09/16/paperless-inspections/ LINK] {{Badge|Blog}} | :* Mobile Field Inspections: [https://blog.resco.net/2015/09/16/paperless-inspections/ LINK] {{Badge|Blog}} | ||
:* [[Questionnaire Designer | :* [[Questionnaire Designer]] | ||
; {{anchor|Inspector}} Inspector | ; {{anchor|Inspector}} Inspector | ||
| Line 783: | Line 706: | ||
; {{anchor|Integration}} Integration | ; {{anchor|Integration}} Integration | ||
: Direct communication between mobile CRM app and a | : 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 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}} | :* 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}} | ||
| Line 791: | Line 714: | ||
:* Phone contact integration: [https://youtu.be/Wad77Ob37gU?t=3m14s LINK] {{Badge|Webinar}} | :* Phone contact integration: [https://youtu.be/Wad77Ob37gU?t=3m14s LINK] {{Badge|Webinar}} | ||
:* SharePoint integration: [https://youtu.be/MoSkk0uZyc0?t=5m22s LINK] {{Badge|Webinar}} | :* SharePoint integration: [https://youtu.be/MoSkk0uZyc0?t=5m22s LINK] {{Badge|Webinar}} | ||
:* Connecting Resco Mobile CRM | :* [[Connecting to CRM|Connecting Resco Mobile CRM app to various backend servers]] (Dynamics, [[Resco Cloud]], [[Salesforce]]) | ||
:* [[Resco CRM Connector|Resco CRM integration]] with other backend systems using web services | |||
:* [[Resco CRM Connector|Resco CRM integration]] with other | :* [[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]] | :* [[SharePoint]] integration server-side prerequisites (Dynamics CRM) | ||
:* SharePoint integration server-side prerequisites (Dynamics CRM) | :* [[Email integration]]: [[Google]], [[Exchange]] | ||
:* | |||
: | |||
; {{anchor|Interface}} Interface | ; {{anchor|Interface}} Interface | ||
| Line 808: | Line 727: | ||
:* HTML – UI replacement: [https://youtu.be/cplZLC_mAc0?t=11m34s LINK] {{Badge|Webinar}} | :* 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 User Interface: [https://youtu.be/1hldwY-QyNY?t=1m26s LINK] {{Badge|Webinar}} | ||
:* New UI | :* New UI – [[Hub]]s | ||
:* New UI | :* New UI – [[Flexible form]]s | ||
; {{anchor|Invoice}} Invoice | ; {{anchor|Invoice}} Invoice | ||
: A specific CRM entity. | : A specific CRM entity. | ||
:* | :* [[Resco_Mobile_CRM#Opportunities.2C_quotes.2C_orders.2C_and_invoices|Opportunities, quotes, orders, and invoices]] | ||
== J == | == J == | ||
| Line 830: | Line 744: | ||
:* HTML UI and Javascript additions – UI replacement, create Detail items: [https://youtu.be/4Eu0NGgZNc4?t=23m31s LINK] {{Badge|Webinar}} | :* 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}} | :* JSBridge: [https://youtu.be/cplZLC_mAc0?t=12m30s LINK] {{Badge|Webinar}} | ||
:* Offline HTML | :* [[Offline HTML]] | ||
:* | :* [[Resco_JavaScript_Bridge]] | ||
:* Javascript Bridge reference: [https://www.resco.net/javascript-bridge-reference/ LINK] {{Badge|Document}} | :* Javascript Bridge reference: [https://www.resco.net/javascript-bridge-reference/ LINK] {{Badge|Document}} | ||
| Line 847: | Line 761: | ||
: The method of human communication, either spoken or written, consisting of the use of words in a structured and conventional way. | : 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. | : 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}} | :* 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}} | :* 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 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}} | :* Localization of sync errors: [https://youtu.be/9vL4QRN_1dk?t=40m10s LINK] {{Badge|Webinar}} | ||
:* | :* Setup – [[Setup#Appearance|Change language in the app]] {{Badge|Resco Mobile CRM App}} | ||
; {{anchor|Lead}} Lead | ; {{anchor|Lead}} Lead | ||
: A specific CRM entity. | : A specific CRM entity. | ||
:* | :* [[Resco_Mobile_CRM#Accounts.2C_contacts.2C_and_leads|Accounts, contacts, and leads]] {{Badge|Resco Mobile CRM App}} | ||
; {{anchor|License}} [[Resco licensing service|License]] | ; {{anchor|License}} [[Resco licensing service|License]] | ||
| Line 870: | Line 781: | ||
; {{anchor|Limitations}} Limitations | ; {{anchor|Limitations}} Limitations | ||
: Set boundaries for what is possible to do with an item or data. | : Set boundaries for what is possible to do with an item or data. | ||
:* Mobile CRM limits | :* 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}} | :* Mobile CRM limits: [https://blog.resco.net/2015/04/01/mobile-crm-limits/ LINK] {{Badge|Blog}} | ||
| Line 889: | Line 800: | ||
:* Images on Lists/Views, Images on Forms: [https://youtu.be/INK4PsAyX8g?t=12m48s LINK] {{Badge|Webinar}} | :* 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}} | :* Add new records via lists: [https://youtu.be/Eq9kav-UeHo?t=2m LINK] {{Badge|Webinar}} | ||
:* Setup – List buttons | :* Setup – [[Setup#Appearance|List buttons]] {{Badge|Resco Mobile CRM App}} | ||
:* View – Editable field (editable list): [ | :* View – [[View#Editable_field|Editable field (editable list)]] | ||
:* [[View#Responsive_view_.2F_list|Responsive View/List | |||
:* [[View#Properties_pane|Automatic List/View headers]] | |||
:* [[View#List_.2F_view_footer|List/View footer]] | |||
:* Form – Additional options for associated lists | :* Form – [[Form#Associated_tab_properties|Additional options for associated lists]] | ||
; {{anchor|Location_tracking}} [[Location tracking]] | ; {{anchor|Location_tracking}} [[Location tracking]] | ||
| Line 903: | Line 812: | ||
; {{anchor|Log}} [[Log files|Log]] | ; {{anchor|Log}} [[Log files|Log]] | ||
: A regular or systematic record of incidents or observations. | : A regular or systematic record of incidents or observations. | ||
:* How to send a log from Resco Mobile CRM App: [ | :* How to send a log from Resco Mobile CRM App: [[Send log]] | ||
:* How to send a log from Woodford: [ | :* How to send a log from Woodford: [[Send log]] | ||
; {{anchor|Login}} Login | ; {{anchor|Login}} Login | ||
| Line 910: | Line 819: | ||
:* 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}} | :* 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}} | :* Custom app login image: [https://youtu.be/Eq9kav-UeHo?t=28m24s LINK] {{Badge|Webinar}} | ||
:* Setup – Sync login (Background sync) | :* Setup – [[Setup#Sync_Login|Sync login]] (Background sync) | ||
== M == | == M == | ||
| Line 921: | Line 830: | ||
; {{anchor|Map}} Map | ; {{anchor|Map}} Map | ||
: A diagrammatic representation of an area of land or sea showing physical features, cities, roads, etc. | : 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}} | :* 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}} | :* Account filtering according to the map location: [https://blog.resco.net/2017/10/30/account-filtering-according-to-the-location/ LINK] {{Badge|Blog}} | ||
| Line 932: | Line 842: | ||
:* Customizable map styles: [https://youtu.be/hn3lsFl3o9I?t=11m39s LINK] {{Badge|Webinar}} | :* Customizable map styles: [https://youtu.be/hn3lsFl3o9I?t=11m39s LINK] {{Badge|Webinar}} | ||
:* Initial map position and zoom: [https://youtu.be/hn3lsFl3o9I?t=16m34s LINK] {{Badge|Webinar}} | :* Initial map position and zoom: [https://youtu.be/hn3lsFl3o9I?t=16m34s LINK] {{Badge|Webinar}} | ||
:* | :* [[Resco_Mobile_CRM#Map_and_route_planner|Map and route planner]] | ||
:* [[Resco_Mobile_CRM#Accounts.2C_contacts.2C_and_leads|Accounts, contacts, and leads]] - switching to map view | |||
:* Setup – [[Setup#Appearance|Map and dashboard]] | |||
:* | :* [[Offline maps]] – Configuration in MAPBOX | ||
:* | |||
:* [[Offline maps]] | |||
; {{anchor|Memory}} Memory | ; {{anchor|Memory}} Memory | ||
| Line 955: | Line 853: | ||
; {{anchor|Mobile_reports}} [[Mobile report]]s | ; {{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. | : 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 | :* 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}} | :* 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}} | :* Resco Mobile Reports: [https://youtu.be/B5mMIqJYy-Y?t=33m52s LINK] {{Badge|Webinar}} | ||
; {{anchor|Monitor}} Monitor | ; {{anchor|Monitor}} Monitor | ||
| Line 978: | Line 875: | ||
; {{anchor|Notes}} Notes | ; {{anchor|Notes}} Notes | ||
: | : 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). | : 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}} | :* Sync of notes and cloud documents: [https://youtu.be/iLZ43KxGEW0?t=44m18s LINK] {{Badge|Webinar}} | ||
; {{anchor|Notification}} Notification | ; {{anchor|Notification}} Notification | ||
: A message that is automatically sent to | : 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}} | :* Notifications on Home items: [https://youtu.be/hn3lsFl3o9I?t=26m58s LINK] {{Badge|Webinar}} | ||
:* [[Entity notification workflow]] | :* [[Entity notification workflow]] | ||
; {{anchor|Navigation}} Navigation | ; {{anchor|Navigation}} Navigation | ||
: The process or activity of accurately ascertaining one's position and planning and following a route. | : 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}} | |||
:* | |||
== O == | == O == | ||
| Line 1,000: | Line 892: | ||
; {{anchor|Offline}} Offline (mode) | ; {{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. | : 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}} | :* [[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}} | :* 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}} | :* 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}} | :* 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}} | :* Preview offline changes: [https://youtu.be/hn3lsFl3o9I?t=5m5s LINK] {{Badge|Webinar}} | ||
:* Showcase | :* Showcase – Rich offline mobility on Force.com with Resco: [https://youtu.be/DF4WDpLhmU0 LINK] {{Badge|Webinar}} | ||
; {{anchor|Offline_maps}} [[Offline maps]] | ; {{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 & 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 (iOS): [https://youtu.be/B5mMIqJYy-Y?t=18m58s LINK] {{Badge|Webinar}} | ||
; {{anchor|On_can_execute}} [[Rules editor|On can execute]] | ; {{anchor|On_can_execute}} [[Rules editor|On can execute]] | ||
: On Can Execute rule defines when | : 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. | ||
:* [[ | :* [[Command_editor#Form_rule_examples|On can execute examples]] | ||
; {{anchor|Online}} Online (mode) | ; {{anchor|Online}} Online (mode) | ||
: You always access real-time data from your | : 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}} | :* 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 mode and Offline mode: [https://youtu.be/kptm_GQMsx4?t=18m37s LINK] {{Badge|Webinar}} | ||
:* Online | :* [[Online versus Offline]] | ||
:* Setup – Online mode | :* Setup – [[Setup#Online_Mode|Online mode]] {{Badge|Resco Mobile CRM App}} | ||
; {{anchor|Opportunity}} Opportunity | ; {{anchor|Opportunity}} Opportunity | ||
: Specific CRM entity. | : Specific CRM entity. | ||
:* | :* [[Resco_Mobile_CRM#Opportunities.2C_quotes.2C_orders.2C_and_invoices|Opportunities, quotes, orders, and invoices]] | ||
; {{anchor|Order}} Order | ; {{anchor|Order}} Order | ||
: Specific CRM entity | : Specific CRM entity. For information about sorting, see [[Glossary#Sorting|Sorting]] | ||
:* [[Resco_Mobile_CRM#Opportunities.2C_quotes.2C_orders.2C_and_invoices|Opportunities, quotes, orders, and invoices]] | |||
:* | |||
== P == | == P == | ||
| Line 1,056: | Line 935: | ||
: A string of characters that allows access to a computer, interface, or system. | : 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}} | :* 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 | :* Setup – [[Setup#Save_Password|Save password]] {{Badge|Resco Mobile CRM App}} | ||
; {{anchor|Performance}} Performance | ; {{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 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}} | :* Phone contact integration: [https://youtu.be/Wad77Ob37gU?t=3m14s LINK] {{Badge|Webinar}} | ||
:* Setup – Phone app | :* Setup – [[Setup#PIM|Phone app]] {{Badge|Resco Mobile CRM App}} | ||
; {{anchor|Phone_call}} Phone call | ; {{anchor|Phone_call}} Phone call | ||
| Line 1,074: | Line 953: | ||
; {{anchor|Placeholder}} [[Placeholder]] | ; {{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 | : 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}} | :* 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}} | :* Creating record from lookup, quote revision, placeholder text: [https://youtu.be/4Eu0NGgZNc4?t=31m43s LINK] {{Badge|Webinar}} | ||
:* Form | :* Form – [[Form#Placeholder_text|Placeholder text]] | ||
; {{anchor|Planner}} [[Planner Controller]] | ; {{anchor|Planner}} [[Planner Controller]] | ||
: | : Renamed to [[Schedule Board]]. | ||
; {{anchor|Plugin}} Plugin | ; {{anchor|Plugin}} Plugin | ||
: A plug-in module or plug-in software. | : A plug-in module or plug-in software. | ||
:* [[Plugins]] (Dyn CRM): [ | :* [[Plugins]] (Dyn CRM) | ||
:* [[Synchronization_steps#Cleaning_up_deleted_records|Cleaning up deleted records during synchronization]] | |||
; {{anchor|Portal}} Portal | ; {{anchor|Portal}} Portal | ||
: Data access service. | : 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}} | :* 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]] | :* [[External users|External (Portal) User project]] | ||
; {{anchor|Print}} Print | ; {{anchor|Print}} Print | ||
| Line 1,101: | Line 978: | ||
; {{anchor|Product}} Product | ; {{anchor|Product}} Product | ||
: Specific CRM entity. | : Specific CRM entity. | ||
:* | :* [[Resco_Mobile_CRM#Products|Products]] | ||
; {{anchor|Project}} [[App projects|Project]] | ; {{anchor|Project}} [[App projects|Project]] | ||
| Line 1,117: | Line 990: | ||
:* Creating a Customization (Mobile Project): [https://youtu.be/pwHKb5sDbEo?t=7m15s LINK] {{Badge|Webinar}} | :* 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}} | :* Creating a Mobile Project: [https://youtu.be/kptm_GQMsx4?t=7m13s LINK] {{Badge|Webinar}} | ||
:* | :* [[Publishing app projects]] | ||
:* | :* [[External users|External(Portal) User project]] | ||
; {{anchor|Hierarchy}} [[App_projects#Project_hierarchy|Project hierarchy]] | ; {{anchor|Hierarchy}} [[App_projects#Project_hierarchy|Project hierarchy]] | ||
: | : 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}} | :* 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 implementation: [https://youtu.be/2dM7TSdNGqU?t=2m LINK] {{Badge|Webinar}} | ||
; {{anchor|Publish}} Project publishing | ; {{anchor|Publish}} [[Publishing app projects|Project publishing]] | ||
: A process of making a project available for mobile CRM application customization. | : A process of making a project available for mobile CRM application customization. | ||
: | : 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}} | :* Publish All Projects button: [https://youtu.be/VZQMwM0b-N8?t=16m23s LINK] {{Badge|Webinar}} | ||
| Line 1,139: | Line 1,009: | ||
:* Attaching Signature to Questionnaire Report: [https://blog.resco.net/2018/07/04/signature-questionnaire-report/ LINK] {{Badge|Blog}} | :* 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}} | :* 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 | :* [[Entity notification workflow]] | ||
:* | :* [[Questionnaire Designer]] - the tool for designing questionnaires | ||
:* [[Resco Inspections]] | |||
; {{anchor|QR}} [[QR code]] | ; {{anchor|QR}} [[QR code]] | ||
| Line 1,148: | Line 1,019: | ||
; {{anchor|Quote}} Quote | ; {{anchor|Quote}} Quote | ||
: Specific CRM entity. | : Specific CRM entity. | ||
:* | :* [[Resco_Mobile_CRM#Opportunities.2C_quotes.2C_orders.2C_and_invoices|Opportunities, quotes, orders, and invoices]] | ||
== R == | == R == | ||
| Line 1,167: | Line 1,033: | ||
:* Copy attributes from related record: [https://youtu.be/MoSkk0uZyc0?t=27m43s LINK] {{Badge|Webinar}} | :* 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}} | :* Add new records via lists: [https://youtu.be/Eq9kav-UeHo?t=2m LINK] {{Badge|Webinar}} | ||
:* Filtering of records | :* [[Resco_Mobile_CRM#Searching_and_filtering|Filtering of records]] {{Badge|Resco Mobile CRM App}} | ||
:* Searching for records | :* [[Resco_Mobile_CRM#Searching_and_filtering|Searching for records]] {{Badge|Resco Mobile CRM App}} | ||
:* Setup – Max sync records | :* Setup – [[Setup#Max_Sync_Records|Max sync records]] {{Badge|Resco Mobile CRM App}} | ||
:* Setup – Record quality (iOS only) | :* Setup – [[Setup#Appearance|Record quality]] (iOS only) {{Badge|Resco Mobile CRM App}} | ||
:* Record | :* Record – [[deep link]] | ||
; {{anchor|Report}} [[Report_Designer#Mobile_reports|Report]] | ; {{anchor|Report}} [[Report_Designer#Mobile_reports|Report]] | ||
: Document generated from CRM data. | : Document generated from CRM 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}} | :* 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}} | :* Attaching documents to CRM records: [https://blog.resco.net/2016/04/04/documents-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | ||
| Line 1,183: | Line 1,049: | ||
:* Resco Mobile Reports: [https://youtu.be/B5mMIqJYy-Y?t=33m52s LINK] {{Badge|Webinar}} | :* 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: [https://youtu.be/9vL4QRN_1dk?t=27m23s LINK] {{Badge|Webinar}} | ||
:* Offline Reports | :* Offline Reports – overview: [https://youtu.be/REgaV6ymYWM?t=2m16s LINK] {{Badge|Webinar}} | ||
; {{anchor|Resolution}} Resolution | ; {{anchor|Resolution}} Resolution | ||
| Line 1,197: | Line 1,062: | ||
:* 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}} | :* 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 list design: [https://youtu.be/uocH_yaytq0?t=22m24s LINK] {{Badge|Webinar}} | ||
:* Responsive View/List | :* [[View#Responsive_view_.2F_list|Responsive View/List]] | ||
; {{anchor|Route}} [[Route plan]]ning | ; {{anchor|Route}} [[Route plan]]ning | ||
| Line 1,207: | Line 1,072: | ||
:* Route planning events: [https://youtu.be/ws1RbswYfFQ?t=20m3s LINK] {{Badge|Webinar}} | :* 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 – use case in application, Woodford setup: [https://youtu.be/pYbmWlqLFh8?t=2m23s LINK] {{Badge|Webinar}} | ||
; {{anchor|Row}} [[Rules_editor#Actions_that_trigger_rule_execution|Row script]] | ; {{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. | : 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. | : 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}} | ||
; {{anchor|Rule}} [[Rules_editor|Rule]] | ; {{anchor|Rule}} [[Rules_editor|Rule]] | ||
| Line 1,220: | Line 1,083: | ||
:* 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}} | :* 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}} | :* [[View]] rule in calendar: [https://youtu.be/sGdE8xvb92o?t=32m14s LINK] {{Badge|Webinar}} | ||
:* [[Calendar]] – | :* [[Calendar]] – [[Calendar#Rules_tab|rules]] | ||
== S == | == S == | ||
; {{anchor|Salesforce}} Salesforce | ; {{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}} | :* 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}} | :* 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 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}} | :* 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 | :* Showcase – Rich offline mobility on Force.com with Resco: [https://youtu.be/DF4WDpLhmU0 LINK] {{Badge|Webinar}} | ||
; {{anchor|SAP}} SAP | ; {{anchor|SAP}} SAP | ||
| Line 1,244: | Line 1,108: | ||
: User (role) managing the schedule of other users, assigning jobs or visits. | : 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}} | :* 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}} | ||
; {{anchor|Scheduling}} Scheduling | ; {{anchor|Scheduling}} Scheduling | ||
: Process of resource planning. | : Process of resource planning. | ||
: [[ | : [[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 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}} | ||
; {{anchor|Scribe}} Scribe | ; {{anchor|Scribe}} Scribe | ||
| Line 1,273: | Line 1,125: | ||
:* Customizable search view: [https://youtu.be/9vL4QRN_1dk?t=31m02s LINK] {{Badge|Webinar}} | :* 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}} | :* Global search: [https://youtu.be/Eq9kav-UeHo?t=4m10s LINK] {{Badge|Webinar}} | ||
:* Filtering and searching within the map | :* [[Resco_Mobile_CRM#Filtering_and_searching_within_the_map|Filtering and searching within the map]] {{Badge|Resco Mobile CRM App}} | ||
:* Searching for records | :* [[Resco_Mobile_CRM#Searching_and_filtering|Searching for records]] {{Badge|Resco Mobile CRM App}} | ||
:* Advanced | :* Advanced Find: [[Private view]] | ||
:* View – Edit search: [ | :* View – [[View#Edit_search|Edit search]] | ||
:* [[View#Search_view|Search view]] | |||
; {{anchor|Section}} Section | ; {{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}} | :* 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]] | ; {{anchor|Security}} [[:Category:Security|Security]] | ||
: [[ | : 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}} | :* [[: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}} | :* 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}} | :* Device security management: [https://blog.resco.net/2017/03/01/better-safe-than-sorry-device-security-management-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | ||
| Line 1,292: | Line 1,145: | ||
:* [[Security policy]]: [https://youtu.be/MuEVr6Qg7ns?t=17m25s LINK] {{Badge|Webinar}} | :* [[Security policy]]: [https://youtu.be/MuEVr6Qg7ns?t=17m25s LINK] {{Badge|Webinar}} | ||
:* Security roles: [https://youtu.be/kptm_GQMsx4?t=21m30s LINK] {{Badge|Webinar}} | :* Security roles: [https://youtu.be/kptm_GQMsx4?t=21m30s LINK] {{Badge|Webinar}} | ||
; {{anchor|Server}} Server | ; {{anchor|Server}} Server | ||
| Line 1,298: | Line 1,150: | ||
:* 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}} | :* 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}} | :* CRM server access: [https://youtu.be/MuEVr6Qg7ns?t=1m20s LINK] {{Badge|Webinar}} | ||
:* Setup – Change server | :* Setup – [[Setup#CRM|Change server]] | ||
:* [[Integration with marketing services|Integrating external marketing services]] with Resco | :* [[Integration with marketing services|Integrating external marketing services]] with Resco Cloud | ||
:* [[SharePoint]] integration server side prerequisites (Dynamics CRM) | :* [[SharePoint]] integration server side prerequisites (Dynamics CRM) | ||
; {{anchor|Service}} Service | ; {{anchor|Service}} Service | ||
| Line 1,308: | Line 1,160: | ||
:* Manage the public service processes: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK] {{Badge|Blog}} | :* 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}} | :* 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 | :* 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]] | :* [[Resco CRM Connector|Resco CRM integration with other back-end systems using web services]] | ||
; {{anchor|Settings}} Settings | ; {{anchor|Settings}} Settings | ||
: Section of Woodford specifying its default behavior. | : 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}} | :* Configuring fingerprint sign-in in settings of the mobile client: [https://blog.resco.net/2017/12/20/access-the-resco-mobile-client-effortlessly-with-your-fingertip/ LINK] {{Badge|Blog}} | ||
; {{anchor|Setup}} Setup | ; {{anchor|Setup}} Setup | ||
: Setup screen | : 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, login, Exchange contacts, sync info on Home screen: [https://youtu.be/pYbmWlqLFh8?t=31m25s LINK] {{Badge|Webinar}} | ||
; {{anchor|Shared}} [[Rules_editor#Using_variables|Shared variable]] | ; {{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 is a web-based, collaborative platform that integrates with Microsoft Office. | ||
:* SharePoint integration: [https://youtu.be/MoSkk0uZyc0?t=5m22s LINK] {{Badge|Webinar}} | :* SharePoint integration: [https://youtu.be/MoSkk0uZyc0?t=5m22s LINK] {{Badge|Webinar}} | ||
:* [[Documents]] on DropBox, Google Drive and SharePoint: [ | :* [[Documents]] on DropBox, Google Drive and SharePoint | ||
:* SharePoint integration server side prerequisites (Dynamics CRM) | :* [[SharePoint]] integration | ||
:* [[SharePoint]] integration server side prerequisites (Dynamics CRM) | |||
; {{anchor|Signature}} Signature | ; {{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. | : 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}} | :* 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 | ; {{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. | : 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}} | :* Customizable map styles: [https://youtu.be/hn3lsFl3o9I?t=11m39s LINK] {{Badge|Webinar}} | ||
; {{anchor|Synchronization}} [[Synchronization]] | ; {{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}} | :* [[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}} | :* 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 | :* 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}} | :* 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}} | :* 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|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}} | :* [[Sync_Filter#Incremental_linked_sync_filters|Incremental sync filter]] [https://youtu.be/4Eu0NGgZNc4?t=39m45s LINK] {{Badge|Webinar}} | ||
:* How to synchronize a device | :* [[Resco_Mobile_CRM#Synchronization|How to synchronize a device]] {{Badge|Resco Mobile CRM App}} | ||
:* | :* [[Connecting to CRM]] | ||
:* Setup – Auto sync | :* [[Setup]] – Auto sync, Max sync records, Sync login (Background sync) {{Badge|Resco Mobile CRM App}} | ||
:* [[Synchronization troubleshooting]] | |||
:* [[Log_files#Synchronization_log|Sync log]] | |||
:* Synchronization | |||
:* [[Resco CRM sync]] (copy Microsoft Dynamics CRM organization to Resco CRM, and keep them synchronized) | :* [[Resco CRM sync]] (copy Microsoft Dynamics CRM organization to Resco CRM, and keep them synchronized) | ||
:* | :* [[Sync Filter]] | ||
:* [[Advanced sync setup|Fine-tuning the sync downloader]] | |||
:* [[Document filters]] | |||
:* [[ | |||
; {{anchor|Sync_Dashboard}} [[Sync Dashboard]] | ; {{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. | : 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): | :* Setup – [[Setup#Sync_Login|Sync login]] (Background sync): {{Badge|Resco Mobile CRM App}} | ||
== T == | == 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. | : 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}} | :* 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]] | :* [[Synchronization troubleshooting|Sync troubleshooting]] | ||
== U == | == U == | ||
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; {{anchor|User}} User | ; {{anchor|User}} User | ||
: | : 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}} | :* 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}} | :* 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}} | :* 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}} | :* New User Interface: [https://youtu.be/1hldwY-QyNY?t=1m26s LINK] {{Badge|Webinar}} | ||
:* Mobile Users | :* [[Mobile users|Mobile Users]] | ||
:* External (Portal) User project | :* [[External_users|External (Portal) User project]] | ||
== V == | == V == | ||
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; {{anchor|View}} [[View]] | ; {{anchor|View}} [[View]] | ||
: Definition of a way to display CRM records to | : 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}} | :* 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}} | :* 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}} | ||
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:* Data images on Lists/Views: [https://youtu.be/INK4PsAyX8g?t=9m50s 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}} | :* Images on Lists/Views, Images on forms: [https://youtu.be/INK4PsAyX8g?t=12m48s LINK] {{Badge|Webinar}} | ||
== W == | == 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. | : 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}} | :* 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 | :* Setup – [[Setup#Web_Service|Web service]] {{Badge|Resco Mobile CRM App}} | ||
:* Resco CRM integration with other back-end systems using web services: [ | :* Resco CRM integration with other back-end systems using web services: [[Resco CRM Connector]] | ||
; {{anchor|Woodford}} [[Woodford]] | ; {{anchor|Woodford}} [[Woodford]] | ||
: | : 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}} | :* 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}} | :* 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}} | :* 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}} | :* Security roles: [https://youtu.be/kptm_GQMsx4?t=21m30s LINK] {{Badge|Webinar}} | ||
; {{anchor|WorkOrder}} WorkOrder | ; {{anchor|WorkOrder}} WorkOrder | ||
: Specific CRM entity | : Specific CRM entity, often used in [[Schedule Board]]. | ||
== X == | == X == | ||