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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]] | ||
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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}} | ||
:* 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 | ||
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; {{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 | ||
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; {{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 | ||
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:* 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 | ||
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:* 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 == | ||