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Glossary: Difference between revisions
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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 | ||