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; {{anchor|Salesforce}} Salesforce | ; {{anchor|Salesforce}} Salesforce | ||
: A global web-based software and cloud computing company best known for its customer relationship management (CRM) product. | : A global web-based software and cloud computing company, best known for its customer relationship management (CRM) product. | ||
:* [[Salesforce]] - the primary source of information about the integration of Resco and Salesforce | |||
:* [[Getting started with Salesforce]] | |||
:* [[Salesforce FAQ]] | |||
:* Salesforce Route Planning for Sales and Service Field agents: [https://blog.resco.net/2016/11/10/salesforce-route-planning-for-sales-service-field-agents/ LINK] {{Badge|Blog}} | :* Salesforce Route Planning for Sales and Service Field agents: [https://blog.resco.net/2016/11/10/salesforce-route-planning-for-sales-service-field-agents/ LINK] {{Badge|Blog}} | ||
:* How Resco handles Salesforce Record Types for you – including multiple layout support: [https://blog.resco.net/2018/07/03/salesforce-record-types/ LINK] {{Badge|Blog}} | :* How Resco handles Salesforce Record Types for you – including multiple layout support: [https://blog.resco.net/2018/07/03/salesforce-record-types/ LINK] {{Badge|Blog}} | ||
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:* How to create Sales, Field Service and Inspection mobile projects for Salesforce: [https://blog.resco.net/2018/11/13/sales-field-service-inspection-for-salesforce/ LINK] {{Badge|Blog}} | :* How to create Sales, Field Service and Inspection mobile projects for Salesforce: [https://blog.resco.net/2018/11/13/sales-field-service-inspection-for-salesforce/ LINK] {{Badge|Blog}} | ||
:* Showcase – Rich offline mobility on Force.com with Resco: [https://youtu.be/DF4WDpLhmU0 LINK] {{Badge|Webinar}} | :* Showcase – Rich offline mobility on Force.com with Resco: [https://youtu.be/DF4WDpLhmU0 LINK] {{Badge|Webinar}} | ||
; {{anchor|SAP}} SAP | ; {{anchor|SAP}} SAP | ||
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: User (role) managing the schedule of other users, assigning jobs or visits. | : User (role) managing the schedule of other users, assigning jobs or visits. | ||
:* Scheduler as a part of [[Resco Inspections]]: [https://blog.resco.net/2017/12/06/resco-inspections-shape-your-inspection-process-every-step-of-the-way/ LINK] {{Badge|Blog}} | :* Scheduler as a part of [[Resco Inspections]]: [https://blog.resco.net/2017/12/06/resco-inspections-shape-your-inspection-process-every-step-of-the-way/ LINK] {{Badge|Blog}} | ||
; {{anchor|Scheduling}} Scheduling | ; {{anchor|Scheduling}} Scheduling | ||
: Process of resource planning. | : Process of resource planning. | ||
: [[ | : [[Schedule Board]] provides a graphical overview of task scheduling for each resource, history of the performed tasks, the ability to set only resources from the selected regions or only with the required skills, the ability to set optimization of existing tasks by automation and many other features. | ||
:* Scheduling system for city officials: [https://blog.resco.net/2017/08/23/city-smart-services-powered-by-resco-new-solution-for-municipalities-and-local-governments-available-this-september/ LINK] {{Badge|Blog}} | :* Scheduling system for city officials: [https://blog.resco.net/2017/08/23/city-smart-services-powered-by-resco-new-solution-for-municipalities-and-local-governments-available-this-september/ LINK] {{Badge|Blog}} | ||
; {{anchor|Scribe}} Scribe | ; {{anchor|Scribe}} Scribe | ||
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:* Customizable search view: [https://youtu.be/9vL4QRN_1dk?t=31m02s LINK] {{Badge|Webinar}} | :* Customizable search view: [https://youtu.be/9vL4QRN_1dk?t=31m02s LINK] {{Badge|Webinar}} | ||
:* Global search: [https://youtu.be/Eq9kav-UeHo?t=4m10s LINK] {{Badge|Webinar}} | :* Global search: [https://youtu.be/Eq9kav-UeHo?t=4m10s LINK] {{Badge|Webinar}} | ||
:* Filtering and searching within the map | :* [[Resco_Mobile_CRM#Filtering_and_searching_within_the_map|Filtering and searching within the map]] {{Badge|Resco Mobile CRM App}} | ||
:* Searching for records | :* [[Resco_Mobile_CRM#Searching_and_filtering|Searching for records]] {{Badge|Resco Mobile CRM App}} | ||
:* Advanced Find: [[Private view]] | :* Advanced Find: [[Private view]] | ||
:* View – Edit search: [ | :* View – [[View#Edit_search|Edit search]] | ||
:* [[View#Search_view|Search view]] | |||
; {{anchor|Section}} Section | ; {{anchor|Section}} Section | ||
: Part of an edit form separated by two spacers. (top and bottom). | : Part of an edit [[form]] separated by two spacers. (top and bottom). | ||
:* Dynamically displaying fields and sections: [https://blog.resco.net/2015/11/11/dynamically-show-hide-fields-and-sections/ LINK] {{Badge|Blog}} | :* Dynamically displaying fields and sections: [https://blog.resco.net/2015/11/11/dynamically-show-hide-fields-and-sections/ LINK] {{Badge|Blog}} | ||
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:* Creating a test organization on the same server that runs the live system: [https://blog.resco.net/2017/05/24/how-to-create-a-copy-of-your-production-crm-database-for-testing-resco-mobile-crm/ LINK] {{Badge|Blog}} | :* Creating a test organization on the same server that runs the live system: [https://blog.resco.net/2017/05/24/how-to-create-a-copy-of-your-production-crm-database-for-testing-resco-mobile-crm/ LINK] {{Badge|Blog}} | ||
:* CRM server access: [https://youtu.be/MuEVr6Qg7ns?t=1m20s LINK] {{Badge|Webinar}} | :* CRM server access: [https://youtu.be/MuEVr6Qg7ns?t=1m20s LINK] {{Badge|Webinar}} | ||
:* Setup – Change server | :* Setup – [[Setup#CRM|Change server]] | ||
:* [[Integration with marketing services|Integrating external marketing services]] with Resco | :* [[Integration with marketing services|Integrating external marketing services]] with Resco Cloud | ||
:* [[SharePoint]] integration server side prerequisites (Dynamics CRM) | :* [[SharePoint]] integration server side prerequisites (Dynamics CRM) | ||
; {{anchor|Service}} Service | ; {{anchor|Service}} Service | ||
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:* Manage the public service processes: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK] {{Badge|Blog}} | :* Manage the public service processes: [https://blog.resco.net/2017/05/11/introducing-resco-consumer-apps-for-municipalities/ LINK] {{Badge|Blog}} | ||
:* Salesforce Route Planning for Sales and Service Field agents: [https://blog.resco.net/2016/11/10/salesforce-route-planning-for-sales-service-field-agents/ LINK] {{Badge|Blog}} | :* Salesforce Route Planning for Sales and Service Field agents: [https://blog.resco.net/2016/11/10/salesforce-route-planning-for-sales-service-field-agents/ LINK] {{Badge|Blog}} | ||
:* Setup – Web service | :* Setup – [[Setup#Web_Service|Web service {{Badge|Resco Mobile CRM App}} | ||
:* [[Resco CRM Connector|Resco CRM integration with other back-end systems using web services]] | :* [[Resco CRM Connector|Resco CRM integration with other back-end systems using web services]] | ||
; {{anchor|Settings}} Settings | ; {{anchor|Settings}} Settings | ||
: Section of Woodford specifying its default behavior. | : Section of Woodford specifying its default behavior. | ||
:* [[Settings]] in Woodford | |||
:* Configuring fingerprint sign-in in settings of the mobile client: [https://blog.resco.net/2017/12/20/access-the-resco-mobile-client-effortlessly-with-your-fingertip/ LINK] {{Badge|Blog}} | :* Configuring fingerprint sign-in in settings of the mobile client: [https://blog.resco.net/2017/12/20/access-the-resco-mobile-client-effortlessly-with-your-fingertip/ LINK] {{Badge|Blog}} | ||
; {{anchor|Setup}} Setup | ; {{anchor|Setup}} Setup | ||
: Setup screen | : The [[Setup]] screen serves to set up the appearance and functions of the [[Resco mobile apps]]. | ||
:* 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}} | ||
; {{anchor|Shared}} [[Rules_editor#Using_variables|Shared variable]] | ; {{anchor|Shared}} [[Rules_editor#Using_variables|Shared variable]] | ||
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: SharePoint is a web-based, collaborative platform that integrates with Microsoft Office. | : SharePoint is a web-based, collaborative platform that integrates with Microsoft Office. | ||
:* SharePoint integration: [https://youtu.be/MoSkk0uZyc0?t=5m22s LINK] {{Badge|Webinar}} | :* SharePoint integration: [https://youtu.be/MoSkk0uZyc0?t=5m22s LINK] {{Badge|Webinar}} | ||
:* [[Documents]] on DropBox, Google Drive and SharePoint: [ | :* [[Documents]] on DropBox, Google Drive and SharePoint | ||
:* SharePoint integration server side prerequisites (Dynamics CRM) | :* [[SharePoint]] integration | ||
:* [[SharePoint]] integration server side prerequisites (Dynamics CRM) | |||
; {{anchor|Signature}} Signature | ; {{anchor|Signature}} Signature | ||
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: The editor enables user to change the default styles, or adding new styles, that can be then assigned to fields on views. The styles are global, for all fields on views, so if user changes a style that is assigned to multiple fields, even to a view on a different entity, these changes are also applied to these fields. Also, it does not matter in which view the Style Editor is opened and edited in. | : The editor enables user to change the default styles, or adding new styles, that can be then assigned to fields on views. The styles are global, for all fields on views, so if user changes a style that is assigned to multiple fields, even to a view on a different entity, these changes are also applied to these fields. Also, it does not matter in which view the Style Editor is opened and edited in. | ||
:* Customizable map styles: [https://youtu.be/hn3lsFl3o9I?t=11m39s LINK] {{Badge|Webinar}} | :* Customizable map styles: [https://youtu.be/hn3lsFl3o9I?t=11m39s LINK] {{Badge|Webinar}} | ||
; {{anchor|Synchronization}} [[Synchronization]] | ; {{anchor|Synchronization}} [[Synchronization]] | ||
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:* [[Sync Filter|Synchronization filters]]: [https://youtu.be/pwHKb5sDbEo?t=15m15s LINK] {{Badge|Webinar}} | :* [[Sync Filter|Synchronization filters]]: [https://youtu.be/pwHKb5sDbEo?t=15m15s LINK] {{Badge|Webinar}} | ||
:* [[Sync_Filter#Incremental_linked_sync_filters|Incremental sync filter]] [https://youtu.be/4Eu0NGgZNc4?t=39m45s LINK] {{Badge|Webinar}} | :* [[Sync_Filter#Incremental_linked_sync_filters|Incremental sync filter]] [https://youtu.be/4Eu0NGgZNc4?t=39m45s LINK] {{Badge|Webinar}} | ||
:* How to synchronize a device | :* [[Resco_Mobile_CRM#Synchronization|How to synchronize a device]] {{Badge|Resco Mobile CRM App}} | ||
:* | :* [[Connecting to CRM]] | ||
:* Setup – Auto sync | :* [[Setup]] – Auto sync, Max sync records, Sync login (Background sync) {{Badge|Resco Mobile CRM App}} | ||
:* [[Synchronization troubleshooting]] | |||
:* [[Log_files#Synchronization_log|Sync log]] | |||
:* Synchronization | |||
:* [[Resco CRM sync]] (copy Microsoft Dynamics CRM organization to Resco CRM, and keep them synchronized) | :* [[Resco CRM sync]] (copy Microsoft Dynamics CRM organization to Resco CRM, and keep them synchronized) | ||
:* | :* [[Sync Filter]] | ||
:* [[Advanced sync setup|Fine-tuning the sync downloader]] | :* [[Advanced sync setup|Fine-tuning the sync downloader]] | ||
:* [[Document filters]] | |||
; {{anchor|Sync_Dashboard}} [[Sync Dashboard]] | ; {{anchor|Sync_Dashboard}} [[Sync Dashboard]] | ||
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: Settable option in the Setup menu, represented by a button. If this button is switched off, the sync pop-up window won’t be displayed each time you will sync your app. The app will do the background sync and you will still be able to use your app even while it synchronizes with your CRM server. | : Settable option in the Setup menu, represented by a button. If this button is switched off, the sync pop-up window won’t be displayed each time you will sync your app. The app will do the background sync and you will still be able to use your app even while it synchronizes with your CRM server. | ||
:* Setup – Sync login (Background sync): | :* Setup – [[Setup#Sync_Login|Sync login]] (Background sync): {{Badge|Resco Mobile CRM App}} | ||
== T == | == T == |