Join the Power Platform Masterclass #2 starting April 23

Glossary: Difference between revisions

Jump to navigation Jump to search
3,830 bytes removed ,  10 June 2020
Line 659: Line 659:
:* Extended form rules – Load fetch, shared variables, reload list/IFrame: [https://youtu.be/2dM7TSdNGqU?t=17m01s LINK]  {{Badge|Webinar}}
:* Extended form rules – Load fetch, shared variables, reload list/IFrame: [https://youtu.be/2dM7TSdNGqU?t=17m01s LINK]  {{Badge|Webinar}}
:* IFrame in Resco Mobile CRM: [https://youtu.be/cplZLC_mAc0?t=8m26s LINK]  {{Badge|Webinar}}
:* IFrame in Resco Mobile CRM: [https://youtu.be/cplZLC_mAc0?t=8m26s LINK]  {{Badge|Webinar}}
:* View – IFrame: [https://www.resco.net/woodford-user-guide/#_Toc483815920 LINK] {{Badge|Document}} {{Badge|Woodford}}
:* View – [[View#iFrames|IFrame]]
:* Form – IFrame: [https://www.resco.net/woodford-user-guide/#__RefHeading__5851_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}
:* Form – [[Form#Add_HTML_frames|IFrame]]


; {{anchor|Image}} [[Images|Image]]
; {{anchor|Image}} [[Images|Image]]
: A graphical representation of the external form of a person or a thing.
: A graphical representation of the external form of a person or a thing.
:* [[Images#Project_images|Project images]] are related to your app project. They include icons and other static images used in your app.
:* [[Images#Entity_images|Entity images]] are related to a particular record in your database, such as the photos of your contacts or signatures on an order.
:* List images: [https://youtu.be/9vL4QRN_1dk?t=10m09s LINK]  {{Badge|Webinar}}
:* List images: [https://youtu.be/9vL4QRN_1dk?t=10m09s LINK]  {{Badge|Webinar}}
:* Data images on Lists/Views: [https://youtu.be/INK4PsAyX8g?t=9m50s LINK]  {{Badge|Webinar}}
:* Data images on Lists/Views: [https://youtu.be/INK4PsAyX8g?t=9m50s LINK]  {{Badge|Webinar}}
:* Images on Lists/Views, Images on Forms: [https://youtu.be/INK4PsAyX8g?t=12m48s LINK]  {{Badge|Webinar}}
:* Images on Lists/Views, Images on Forms: [https://youtu.be/INK4PsAyX8g?t=12m48s LINK]  {{Badge|Webinar}}
:* Custom app login image: [https://youtu.be/Eq9kav-UeHo?t=28m24s LINK]  {{Badge|Webinar}}
:* Custom app login image: [https://youtu.be/Eq9kav-UeHo?t=28m24s LINK]  {{Badge|Webinar}}
:* Images: [https://www.resco.net/woodford-user-guide/#__RefHeading__5919_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Setup – [[Setup#Appearance|Max image size]] (iOS only)
:* Changing a standard image: [https://www.resco.net/woodford-user-guide/#__RefHeading__5921_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* [[Global_map#Custom_map_pins|Custom map pins]]
:* Adding a custom image: [https://www.resco.net/woodford-user-guide/#__RefHeading__5923_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}
:* Bulk change/import of custom images: [https://www.resco.net/woodford-user-guide/#__RefHeading__5927_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}
:* List/View picture from Note: [https://www.resco.net/woodford-user-guide/#__RefHeading__5979_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Default and Editable List/View Images: [https://www.resco.net/woodford-user-guide/#_Toc483816010 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Edit Form picture from Note: [https://www.resco.net/woodford-user-guide/#_Toc426143631 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Entity image on View: [https://www.resco.net/woodford-user-guide/#_Toc483816013 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Entity image on Contact Information Form: [https://www.resco.net/woodford-user-guide/#__RefHeading__5987_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Entity image on Edit Form: [https://www.resco.net/woodford-user-guide/#__RefHeading__5989_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* View – Add image, add map pin: [https://www.resco.net/woodford-user-guide/#_Toc483815911 LINK] {{Badge|Document}} {{Badge|Woodford}}
:* Setup – Max image size (iOS only): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851015 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}


; {{anchor|Import}} Import
; {{anchor|Import}} Import
Line 685: Line 677:
: Copying selected data into app.
: Copying selected data into app.
:* Import of the phone contacts: [https://blog.resco.net/2015/05/27/phone-contacts-import/ LINK]  {{Badge|Blog}}
:* Import of the phone contacts: [https://blog.resco.net/2015/05/27/phone-contacts-import/ LINK]  {{Badge|Blog}}
:* Bulk change/import of custom images: [https://www.resco.net/woodford-user-guide/#__RefHeading__5927_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}
:* [[Images#Bulk_changes|Bulk change/import of custom images]]


; {{anchor|Incremental}} [[Incremental sync]]
; {{anchor|Incremental}} [[Incremental sync]]
Line 701: Line 693:
:* Using a signature to verify inspections: [https://blog.resco.net/2016/03/02/signatures-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
:* Using a signature to verify inspections: [https://blog.resco.net/2016/03/02/signatures-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
:* Mobile Field Inspections: [https://blog.resco.net/2015/09/16/paperless-inspections/ LINK]  {{Badge|Blog}}
:* Mobile Field Inspections: [https://blog.resco.net/2015/09/16/paperless-inspections/ LINK]  {{Badge|Blog}}
:* [[Questionnaire Designer|Inspection Designer Manual]]: [https://www.resco.net/inspection-designer-manual/ LINK]  {{Badge|Document}}
:* [[Questionnaire Designer]]
:* Inspections and configuration in Dynamics: [https://www.resco.net/woodford-user-guide/#_Toc497124714 LINK]  {{Badge|Document}} {{Badge|Woodford}}


; {{anchor|Inspector}} Inspector
; {{anchor|Inspector}} Inspector
Line 714: Line 705:


; {{anchor|Integration}} Integration
; {{anchor|Integration}} Integration
: Direct communication between mobile CRM app and a 3. party service.
: Direct communication between mobile CRM app and a third party service.
:* Integration of ADX hash support into Resco Mobile app platform: [https://blog.resco.net/2018/01/18/get-better-access-to-adxstudio-via-the-resco-mobile-crm-app/ LINK]  {{Badge|Blog}}
:* Integration of ADX hash support into Resco Mobile app platform: [https://blog.resco.net/2018/01/18/get-better-access-to-adxstudio-via-the-resco-mobile-crm-app/ LINK]  {{Badge|Blog}}
:* Integration of SAP ERP and Resco Mobile CRM: [https://blog.resco.net/2017/10/03/integration-of-sap-erp-and-resco-mobile-crm/ LINK]  {{Badge|Blog}}
:* Integration of SAP ERP and Resco Mobile CRM: [https://blog.resco.net/2017/10/03/integration-of-sap-erp-and-resco-mobile-crm/ LINK]  {{Badge|Blog}}
Line 722: Line 713:
:* Phone contact integration: [https://youtu.be/Wad77Ob37gU?t=3m14s LINK]  {{Badge|Webinar}}
:* Phone contact integration: [https://youtu.be/Wad77Ob37gU?t=3m14s LINK]  {{Badge|Webinar}}
:* SharePoint integration: [https://youtu.be/MoSkk0uZyc0?t=5m22s LINK]  {{Badge|Webinar}}
:* SharePoint integration: [https://youtu.be/MoSkk0uZyc0?t=5m22s LINK]  {{Badge|Webinar}}
:* Connecting Resco Mobile CRM App to Salesforce: [https://www.resco.net/connect-resco-to-salesforce/ LINK] {{Badge|Document}}
:* [[Connecting to CRM|Connecting Resco Mobile CRM app to various backend servers]] (Dynamics, [[Resco Cloud]], [[Salesforce]])
:* Resco Mobile CRM App Dynamics integration: [https://www.resco.net/dynamics-integration/ LINK] {{Badge|Document}}
:* [[Resco CRM Connector|Resco CRM integration]] with other backend systems using web services
:* [[Resco CRM Connector|Resco CRM integration]] with other back-end systems using web services: [https://www.resco.net/resco-crm-server-guide/ LINK]  {{Badge|Document}}
:* [[Integration with marketing services|Integrating external marketing services with Resco Cloud’s Resco CRM Server]]
:* [[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}}
:* [[SharePoint]] integration server-side prerequisites (Dynamics CRM)
:* SharePoint integration server-side prerequisites (Dynamics CRM): [https://www.resco.net/woodford-user-guide/#_Toc483815992 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* [[Email integration]]: [[Google]], [[Exchange]]
:* SharePoint integration: [https://www.resco.net/woodford-user-guide/#_Toc483815993 LINK] {{Badge|Document}} {{Badge|Woodford}}
:* PIM integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5961_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}
:* [[Google]] integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5963_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* [[Exchange]] integration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5965_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}


; {{anchor|Interface}} Interface
; {{anchor|Interface}} Interface
Line 739: Line 726:
:* HTML – UI replacement: [https://youtu.be/cplZLC_mAc0?t=11m34s LINK]  {{Badge|Webinar}}
:* HTML – UI replacement: [https://youtu.be/cplZLC_mAc0?t=11m34s LINK]  {{Badge|Webinar}}
:* New User Interface: [https://youtu.be/1hldwY-QyNY?t=1m26s LINK]  {{Badge|Webinar}}
:* New User Interface: [https://youtu.be/1hldwY-QyNY?t=1m26s LINK]  {{Badge|Webinar}}
:* New UI: [https://www.resco.net/woodford-user-guide/#__RefHeading__5877_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}
:* New UI – [[Hub]]s
:* New UI – Hubs: [https://www.resco.net/woodford-user-guide/#__RefHeading__5879_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}
:* New UI – [[Flexible form]]s
:* New UI – Flexible forms: [https://www.resco.net/woodford-user-guide/#__RefHeading__5885_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}


; {{anchor|Invoice}} Invoice
; {{anchor|Invoice}} Invoice
: A specific CRM entity.
: A specific CRM entity.
:* Add a new invoice: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850981 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[Resco_Mobile_CRM#Opportunities.2C_quotes.2C_orders.2C_and_invoices|Opportunities, quotes, orders, and invoices]]
:* Edit invoices: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850982 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* View the details of an invoice: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850983 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Get products from an opportunity to an invoice: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850984 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Set invoice to paid or canceled: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850985 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}


== J ==
== J ==

Navigation menu