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Setup: Difference between revisions
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Users of [[Resco Mobile CRM]] and other Resco mobile apps can configure some aspects of their mobile app. This configuration is usually available from the home screen by tapping '''Setup'''. | Users of [[Resco Mobile CRM]] and other [[Resco mobile apps]] can configure some aspects of their mobile app. This configuration is usually available from the home screen by tapping '''Setup''' or '''Settings'''. | ||
Not all configuration parameters are available on all platforms. Also, your [[Woodford]] administrator can make some of the parameters unavailable in the app (using [[Configuration]]), or even [[Home_screen#Editing_home|remove]] the Setup item from the menu. | Not all configuration parameters are available on all platforms. Also, your [[Woodford]] administrator can make some of the parameters unavailable in the app (using [[Configuration]]), or even [[Home_screen#Editing_home|remove]] the Setup item from the menu. | ||
The configuration parameters are organized into multiple | == Using setup == | ||
[[File:Setup or settings screen.png|350px|right]] | |||
* The configuration parameters are organized into multiple logical blocks. Scroll down to the section that's important for you. Or type a few letters of the parameter name into the search bar to filter the entries. | |||
* Modify the settings as needed and tap the '''Save''' icon in the top right corner. Restart the application to make the changes active. Some configuration changes might additionally require a fresh synchronization. | |||
* The Setup screen also allows you to access the [[Resco_Mobile_CRM#About|About]] screen. Tap the (i) button. | |||
== Accounts == | == Accounts == | ||
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Displays the synchronization window. You can review or modify the details of your current user and organization, or even start synchronization from here directly. | Displays the synchronization window. You can review or modify the details of your current user and organization, or even start synchronization from here directly. | ||
=== App === | |||
Switch to a different app project available for the currently logged-in user. | |||
=== SharePoint, Dropbox, OneDrive, Box === | === SharePoint, Dropbox, OneDrive, Box === | ||
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=== DocuSign === | === DocuSign === | ||
Configure your connection to DocuSign server. For more information, read how to [https://blog.resco.net/2018/05/02/please-sign-here-add-legally-binding-digital-signatures-to-forms-with-universign-integration/ add legally-binding digital signatures to forms]. {{Badge|Blog}} | Configure your [[DocuSign integration|connection to DocuSign server]]. For more information, read how to [https://blog.resco.net/2018/05/02/please-sign-here-add-legally-binding-digital-signatures-to-forms-with-universign-integration/ add legally-binding digital signatures to forms]. {{Badge|Blog}} | ||
== Network == | == Network == | ||
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== Appearance == | == Appearance == | ||
* Language – Change the language of the app (see [[list of supported languages]]). By default it is set to Automatic, this means the app uses the language of your mobile device. | * Language – Change the language of the app (see [[list of supported languages]]). By default it is set to Automatic, this means the app uses the language of your mobile device. Only languages added to the project/organization using [[localization]] are displayed. | ||
* New Form UI – Use [[flexible form]] view to display forms, instead of tabbed view. | * New Form UI – Use [[flexible form]] view to display forms, instead of the tabbed view. | ||
* Private Views – If you created and saved your Private Views with Advanced Find, you can | * Private Views – If you created and saved your [[View#Private_views|Private Views]] with Advanced Find, you can clone, delete, edit, or rename them here. | ||
* Max Image Size – Default / 640 x 480 / 1024 x 768 / 1600 x 1200 / 2048 x 1536 / 2592 x 1936 | * Max Image Size – Default / 640 x 480 / 1024 x 768 / 1600 x 1200 / 2048 x 1536 / 2592 x 1936 | ||
* Record Quality – Select the quality of videos stored in notes: Low / Medium / High | * Record Quality – Select the quality of videos stored in notes: Low / Medium / High | ||
* List Buttons – Turn ON or OFF the default buttons such as Edit, More, Call or Email. | <!-- * List Buttons – Turn ON or OFF the default buttons such as Edit, More, Call or Email. (function removed in release 13, actually controls the behavior - View#Buttons, there's a woodford configuration with same effect. might be reintroduced for ios/android)--> | ||
* Map | * Map | ||
* Show Map | * Show Map | ||
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* Remove Offline Maps | * Remove Offline Maps | ||
* Dashboard | * Dashboard | ||
* Change List | * Change List – Add a new temporary item called [[Change List]] to your [[home screen]]. It allows you to display records changed in the local database on the device, waiting for synchronization. | ||
* Design Dashboards – Design your own [[dashboard]] directly in the app. | * Design Dashboards – Design your own [[dashboard]] directly in the app. | ||
* Private Charts - Design your own [[chart]] directly in the app. | * Private Charts - Design your own [[chart]] directly in the app. | ||
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=== UseSystemOAuth === | === UseSystemOAuth === | ||
If set to true (default), application will use system browser (Edge for Windows, Chrome for Android, Safari for iOS devices) which shares cache and cookies with Resco Mobile CRM app, which in return allows you to pick device-stored credentials to log in with. | |||
If set to false, the app will use the internal browser (application infrastructure) when logging in. | |||
=== Web Service === | === Web Service === | ||
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Resco mobile apps always use a published project of the [[App_projects#Project_properties|highest priority suitable for their security role]]; and AppFolder does not modify this behavior. You need to use a different user (or a wholly different organization) to connect to other projects. | Resco mobile apps always use a published project of the [[App_projects#Project_properties|highest priority suitable for their security role]]; and AppFolder does not modify this behavior. You need to use a different user (or a wholly different organization) to connect to other projects. | ||
If you want to add a project: | |||
# Set '''AppFolder''' to a unique value, for example, ''TestProject''. | |||
#: Do not use spaces or characters that cannot be used in folder names. Excluded characters depend on your device OS. | |||
# Confirm the app folder name: | |||
#* On Windows computers, press '''Enter''' on the keyboard. | |||
#* On Android device, tap the magnifying glass icon on the on-screen keyboard. | |||
#* On iOS, tap '''return''' on the on-screen keyboard. | |||
# Save the configuration and restart the app. | |||
# [[Connecting to CRM|Connect to the project]]; it will be saved to the folder specified. | |||
If you want to switch to a different project: | |||
# Change '''AppFolder''' to a value that you previously used for a project. | |||
# Save the configuration and restart the app. | |||
The AppFolder parameter is available on all platforms. For Windows apps, you can alternatively use the [[command line options|command line option]] <code>-r</code> to achieve similar effect. | The AppFolder parameter is available on all platforms. For Windows apps, you can alternatively use the [[command line options|command line option]] <code>-r</code> to achieve similar effect. | ||