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Join the Power Platform Masterclass #2 starting April 23
Glossary: Difference between revisions
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: A string of characters that allows access to a computer, interface, or system. | : A string of characters that allows access to a computer, interface, or system. | ||
:* Providing an alternative to the password: [https://blog.resco.net/2017/12/20/access-the-resco-mobile-client-effortlessly-with-your-fingertip/ LINK] {{Badge|Blog}} | :* Providing an alternative to the password: [https://blog.resco.net/2017/12/20/access-the-resco-mobile-client-effortlessly-with-your-fingertip/ LINK] {{Badge|Blog}} | ||
:* Setup – Save password | :* Setup – [[Setup#Save_Password|Save password]] {{Badge|Resco Mobile CRM App}} | ||
; {{anchor|Performance}} Performance | ; {{anchor|Performance}} Performance | ||
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:* Phone contacts import: [https://blog.resco.net/2015/05/27/phone-contacts-import/ LINK] {{Badge|Blog}} | :* Phone contacts import: [https://blog.resco.net/2015/05/27/phone-contacts-import/ LINK] {{Badge|Blog}} | ||
:* Phone contact integration: [https://youtu.be/Wad77Ob37gU?t=3m14s LINK] {{Badge|Webinar}} | :* Phone contact integration: [https://youtu.be/Wad77Ob37gU?t=3m14s LINK] {{Badge|Webinar}} | ||
:* Setup – Phone app | :* Setup – [[Setup#PIM|Phone app]] {{Badge|Resco Mobile CRM App}} | ||
; {{anchor|Phone_call}} Phone call | ; {{anchor|Phone_call}} Phone call | ||
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; {{anchor|Placeholder}} [[Placeholder]] | ; {{anchor|Placeholder}} [[Placeholder]] | ||
: Placeholder text means, that when a field is empty, it contains a text that gives a hint to users, what to enter there | : Placeholder text means, that when a field is empty, it contains a text that gives a hint to users, what to enter there or some specific instructions. Once the user taps on the field to enter data there, the placeholder text is cleared. | ||
:* Using placeholder text for better understanding of what needs to be provided as an input: [https://blog.resco.net/2015/09/07/placeholder-text/ LINK] {{Badge|Blog}} | :* Using placeholder text for better understanding of what needs to be provided as an input: [https://blog.resco.net/2015/09/07/placeholder-text/ LINK] {{Badge|Blog}} | ||
:* Creating record from lookup, quote revision, placeholder text: [https://youtu.be/4Eu0NGgZNc4?t=31m43s LINK] {{Badge|Webinar}} | :* Creating record from lookup, quote revision, placeholder text: [https://youtu.be/4Eu0NGgZNc4?t=31m43s LINK] {{Badge|Webinar}} | ||
:* Form – Placeholder text | :* Form – [[Form#Placeholder_text|Placeholder text]] | ||
; {{anchor|Planner}} [[Planner Controller]] | ; {{anchor|Planner}} [[Planner Controller]] | ||
: | : Renamed to [[Schedule Board]]. | ||
; {{anchor|Plugin}} Plugin | ; {{anchor|Plugin}} Plugin | ||
: A plug-in module or plug-in software. | : A plug-in module or plug-in software. | ||
:* [[Plugins]] (Dyn CRM): [ | :* [[Plugins]] (Dyn CRM) | ||
:* [[Synchronization_steps#Cleaning_up_deleted_records|Cleaning up deleted records during synchronization]] | |||
; {{anchor|Portal}} Portal | ; {{anchor|Portal}} Portal | ||
: Data access service. | : Data access service. | ||
:* Web portal provided by Adxstudio: [https://blog.resco.net/2018/01/18/get-better-access-to-adxstudio-via-the-resco-mobile-crm-app/ LINK] {{Badge|Blog}} | :* Web portal provided by Adxstudio: [https://blog.resco.net/2018/01/18/get-better-access-to-adxstudio-via-the-resco-mobile-crm-app/ LINK] {{Badge|Blog}} | ||
:* [[External users|External (Portal) User project]] | :* [[External users|External (Portal) User project]] | ||
; {{anchor|Print}} Print | ; {{anchor|Print}} Print | ||
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; {{anchor|Product}} Product | ; {{anchor|Product}} Product | ||
: Specific CRM entity. | : Specific CRM entity. | ||
:* | :* [[Resco_Mobile_CRM#Products|Products]] | ||
; {{anchor|Project}} [[App projects|Project]] | ; {{anchor|Project}} [[App projects|Project]] | ||
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:* Creating a Customization (Mobile Project): [https://youtu.be/pwHKb5sDbEo?t=7m15s LINK] {{Badge|Webinar}} | :* Creating a Customization (Mobile Project): [https://youtu.be/pwHKb5sDbEo?t=7m15s LINK] {{Badge|Webinar}} | ||
:* Creating a Mobile Project: [https://youtu.be/kptm_GQMsx4?t=7m13s LINK] {{Badge|Webinar}} | :* Creating a Mobile Project: [https://youtu.be/kptm_GQMsx4?t=7m13s LINK] {{Badge|Webinar}} | ||
:* | :* [[Publishing app projects]] | ||
:* | :* [[External users|External(Portal) User project]] | ||
; {{anchor|Hierarchy}} [[App_projects#Project_hierarchy|Project hierarchy]] | ; {{anchor|Hierarchy}} [[App_projects#Project_hierarchy|Project hierarchy]] | ||
: | : You can set parent/child relation to projects. Child projects inherit all changes from their parent except the parts changed in the child directly. | ||
:* Utilizing project hierarchy in Woodford: [https://blog.resco.net/2015/10/27/woodford-project-hierarchy/ LINK] {{Badge|Blog}} | :* Utilizing project hierarchy in Woodford: [https://blog.resco.net/2015/10/27/woodford-project-hierarchy/ LINK] {{Badge|Blog}} | ||
:* Project hierarchy implementation: [https://youtu.be/2dM7TSdNGqU?t=2m LINK] {{Badge|Webinar}} | :* Project hierarchy implementation: [https://youtu.be/2dM7TSdNGqU?t=2m LINK] {{Badge|Webinar}} | ||
; {{anchor|Publish}} Project publishing | ; {{anchor|Publish}} [[Publishing app projects|Project publishing]] | ||
: A process of making a project available for mobile CRM application customization. | : A process of making a project available for mobile CRM application customization. | ||
: | : To get changes made in an app project to apply to users and their Resco mobile apps, you must publish the project. Publishing means that the project changes, made until the Publish or Publish All command is clicked, are used to change the looks and functionality of the Mobile CRM application. These changes are applied on Mobile CRM app after its synchronization, performed after publishing the project changes. | ||
:* Publish All Projects button: [https://youtu.be/VZQMwM0b-N8?t=16m23s LINK] {{Badge|Webinar}} | :* Publish All Projects button: [https://youtu.be/VZQMwM0b-N8?t=16m23s LINK] {{Badge|Webinar}} | ||