Glossary: Difference between revisions

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2,590 bytes removed ,  10 June 2020
(→‎B: update links)
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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: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850943 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Switch calendar views: [[Resco_Mobile_CRM#Calendar|Calendar in the app]] {{Badge|Resco Mobile CRM App}}
:* Setup – Private calendars: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851017 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[Calendar]]
:* [[Calendar]]
:* Calendar – [[Calendar#Views_tab|Views tab]]
:* Calendar – [[Calendar#Views_tab|Views tab]]
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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}}
:* Call or email directly from Resco Mobile CRM App: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850933 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[Resco_Mobile_CRM#Calls_and_emails|Call or email directly]] from Resco Mobile CRM App {{Badge|Resco Mobile CRM App}}
:* Convert appointment/call to a case: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850938 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Complete appointment or call: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850939 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Set call to “Made”, “Received” or “Cancel”: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850941 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Create new appointment or service activity in calendar: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850944 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Call import (Android only): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850998 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}


; {{anchor|Execute}} [[Rules editor|Can execute]]
; {{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.
:* Add a new case: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850990 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* You can add new cases, edit them, view the details, or resolve them.
:* Edit cases: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850991 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* View the details of a case: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850992 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Resolve a case: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850993 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}


; {{anchor|Charts}} [[Chart]]s
; {{anchor|Charts}} [[Chart]]s
: Charts can be used in two cases. User can add a chart to a Dashboard, where they can add the desired chart(s) or flip the list view into a chart view. In case of the Chart view, if user has more charts, they can switch between them just like in case of multiple views.
: 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}}
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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 Guide: [https://www.resco.net/resco-cloud-guide/ LINK] {{Badge|Document}}
:* [[Resco Cloud]]
:* Resco Cloud Field Service Guide: [https://www.resco.net/resco-cloud-field-service-guide/ LINK]  {{Badge|Document}}
:* [[Integration with marketing services]]
:* Integrating external marketing services with Resco Cloud’s Resco CRM Server: [https://www.resco.net/downloads/Marketing_services_&_Resco_Cloud.pdf LINK] {{Badge|Document}}


; {{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: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851000 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[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}}
:* Contacts – Switch to a map view: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850952 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[Resco_Mobile_CRM#Accounts.2C_contacts.2C_and_leads|Contacts]] {{Badge|Resco Mobile CRM App}}
:* Add a new contact: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850953 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Edit contacts: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850954 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* View contact details: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850955 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[Form#Contact_information_form|Contact information form]] (deprecated)
:* [[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]]
: When user wants to add a picture to a custom item, they can use the default directories, or they can create your own Directory, where they can store custom images.
: 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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