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Woodford: Difference between revisions
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Connect to your CRM server and start Woodford. Create a mobile project (= a customization, i.e., the way you want the Mobile CRM application look and work). Once you save the changes you make, these are saved on the CRM server in custom Resco entities, which are created at the first start of Woodford. | Connect to your CRM server and start Woodford. Create a mobile project (= a customization, i.e., the way you want the Mobile CRM application look and work). Once you save the changes you make, these are saved on the CRM server in custom Resco entities, which are created at the first start of Woodford. | ||
When you publish the project, the customization becomes active and available to be downloaded to Mobile CRM application. When Mobile CRM app synchronizes with your | When you publish the project, the customization becomes active and available to be downloaded to Mobile CRM application. When Mobile CRM app synchronizes with your backend system (be it Microsoft Dynamic, Salesforce, Resco CRM server), it downloads the project, available for the user’s security role and downloads/uploads data. | ||
== Key concepts == | == Key concepts == | ||