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Glossary: Difference between revisions
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; {{anchor|Map}} Map | ; {{anchor|Map}} Map | ||
: A diagrammatic representation of an area of land or sea showing physical features, cities, roads, etc. | : A diagrammatic representation of an area of land or sea showing physical features, cities, roads, etc. | ||
: An interactive map shows your records, like Accounts, Contacts and Leads. | : An interactive map shows your records, like Accounts, Contacts, and Leads. | ||
:* Main article: [[Global map]] | |||
:* Map-related planning capabilities: [https://blog.resco.net/2017/11/20/introducing-route-planner-by-resco-keep-up-with-your-staff-and-manage-their-tasks-seamlessy/ LINK] {{Badge|Blog}} | :* Map-related planning capabilities: [https://blog.resco.net/2017/11/20/introducing-route-planner-by-resco-keep-up-with-your-staff-and-manage-their-tasks-seamlessy/ LINK] {{Badge|Blog}} | ||
:* Account filtering according to the map location: [https://blog.resco.net/2017/10/30/account-filtering-according-to-the-location/ LINK] {{Badge|Blog}} | :* Account filtering according to the map location: [https://blog.resco.net/2017/10/30/account-filtering-according-to-the-location/ LINK] {{Badge|Blog}} | ||
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:* Customizable map styles: [https://youtu.be/hn3lsFl3o9I?t=11m39s LINK] {{Badge|Webinar}} | :* Customizable map styles: [https://youtu.be/hn3lsFl3o9I?t=11m39s LINK] {{Badge|Webinar}} | ||
:* Initial map position and zoom: [https://youtu.be/hn3lsFl3o9I?t=16m34s LINK] {{Badge|Webinar}} | :* Initial map position and zoom: [https://youtu.be/hn3lsFl3o9I?t=16m34s LINK] {{Badge|Webinar}} | ||
:* | :* [[Resco_Mobile_CRM#Map_and_route_planner|Map and route planner]] | ||
:* [[Resco_Mobile_CRM#Accounts.2C_contacts.2C_and_leads|Accounts, contacts, and leads]] - switching to map view | |||
:* Setup – [[Setup#Appearance|Map and dashboard]] | |||
:* | :* [[Offline maps]] – Configuration in MAPBOX | ||
:* | |||
:* [[Offline maps]] – Configuration in MAPBOX | |||
; {{anchor|Memory}} Memory | ; {{anchor|Memory}} Memory | ||
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; {{anchor|Mobile_reports}} [[Mobile report]]s | ; {{anchor|Mobile_reports}} [[Mobile report]]s | ||
: In Mobile reports section, user can create reports, that can be accessed by user in Mobile CRM app and these reports are running directly in Mobile CRM app, and can be running in full offline mode (without access to CRM server), as it uses Mobile CRM data in offline mode. In online mode, it of course uses direct CRM server’s data. | : In Mobile reports section, user can create reports, that can be accessed by user in Mobile CRM app and these reports are running directly in Mobile CRM app, and can be running in full offline mode (without access to CRM server), as it uses Mobile CRM data in offline mode. In online mode, it of course uses direct CRM server’s data. | ||
: Mobile Reports can be set to run on any CRM entity, for single record, or for group of records (using MultiSelect on View). | : Mobile Reports can be set to run on any CRM entity, for a single record, or for a group of records (using MultiSelect on View). | ||
:* See also REPORT | :* See also REPORT | ||
:* Setting up reports: [https://blog.resco.net/2017/02/22/anatomy-of-a-mobile-report-how-to-set-it-up-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | :* Setting up reports: [https://blog.resco.net/2017/02/22/anatomy-of-a-mobile-report-how-to-set-it-up-in-resco-mobile-crm/ LINK] {{Badge|Blog}} | ||
:* Resco Mobile Reports: [https://youtu.be/B5mMIqJYy-Y?t=33m52s LINK] {{Badge|Webinar}} | :* Resco Mobile Reports: [https://youtu.be/B5mMIqJYy-Y?t=33m52s LINK] {{Badge|Webinar}} | ||
; {{anchor|Monitor}} Monitor | ; {{anchor|Monitor}} Monitor | ||