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Glossary: Difference between revisions
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; {{anchor|Notes}} Notes | ; {{anchor|Notes}} Notes | ||
: | : Annotations or Notes are a specific CRM entity that serves as attachment storage for [[Resco Cloud]] and Dynamics backends. For Salesforce, attachments are usually stored in the ContentVersion entity. See [[Images]] for more information. | ||
: You can find the Notes tab in the bottom panel of an account’s form. Here you can attach notes related to the Account. For example, tap on the photo button in the upper right corner to take a picture or record a video and save it. Or tap on the “+” button in the upper right corner to create a note with a description and attach a signature to it (you can draw on the screen here). | : You can find the Notes tab in the bottom panel of an account’s form. Here you can attach notes related to the Account. For example, tap on the photo button in the upper right corner to take a picture or record a video and save it. Or tap on the “+” button in the upper right corner to create a note with a description and attach a signature to it (you can draw on the screen here). | ||
:* Sync of notes and cloud documents: [https://youtu.be/iLZ43KxGEW0?t=44m18s LINK] {{Badge|Webinar}} | :* Sync of notes and cloud documents: [https://youtu.be/iLZ43KxGEW0?t=44m18s LINK] {{Badge|Webinar}} | ||
; {{anchor|Notification}} Notification | ; {{anchor|Notification}} Notification | ||
: A message that is automatically sent to | : A message that is automatically sent to users to inform them about activity in an app. | ||
:* Notifications on Home items: [https://youtu.be/hn3lsFl3o9I?t=26m58s LINK] {{Badge|Webinar}} | :* Notifications on Home items: [https://youtu.be/hn3lsFl3o9I?t=26m58s LINK] {{Badge|Webinar}} | ||
:* [[Entity notification workflow]] | :* [[Entity notification workflow]] | ||
; {{anchor|Navigation}} Navigation | ; {{anchor|Navigation}} Navigation | ||
: The process or activity of accurately ascertaining one's position and planning and following a route. | : The process or activity of accurately ascertaining one's position and planning and following a route. | ||
:* [[Resco_Mobile_CRM#Map_and_route_planner|Navigation in tablets and smartphones]] {{Badge|Resco Mobile CRM App}} | |||
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== O == | == O == | ||