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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}}
:* Connecting Resco Mobile CRM App to Salesforce: [https://www.resco.net/connect-resco-to-salesforce/ LINK]  {{Badge|Document}}
:* Woodford Quick Guide for Salesforce: [https://www.resco.net/woodford-quick-guide-salesforce/ LINK]  {{Badge|Document}}


; {{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}}
:* Scheduling view: [https://www.resco.net/field-service-guide/#_Toc494714008 LINK]  {{Badge|Document}} {{Badge|Field Service}}


; {{anchor|Scheduling}} Scheduling
; {{anchor|Scheduling}} Scheduling
: Process of resource planning.
: Process of resource planning.
: [[Planner Controller]] 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.
: [[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}}
:* Scheduling view: [https://www.resco.net/field-service-guide/#_Toc494714008 LINK]  {{Badge|Document}} {{Badge|Field Service}}
:* WorkOrder schedule colors: [https://www.resco.net/field-service-guide/#_Toc494714013 LINK]  {{Badge|Document}} {{Badge|Field Service}}
:* Hide/Show weekends, completed and canceled WorkOrder schedules: [https://www.resco.net/field-service-guide/#_Toc494714015 LINK]  {{Badge|Document}} {{Badge|Field Service}}
:* WorkOrder schedule editing (drag&drop): [https://www.resco.net/field-service-guide/#_Toc494714019 LINK]  {{Badge|Document}} {{Badge|Field Service}}
:* WorkOrder schedule editing (edit dialog): [https://www.resco.net/field-service-guide/#_Toc494714021 LINK]  {{Badge|Document}} {{Badge|Field Service}}
:* WorkOrder schedule editing (form): [https://www.resco.net/field-service-guide/#_Toc494714022 LINK]  {{Badge|Document}} {{Badge|Field Service}}
:* WorkOrder schedule automatization: [https://www.resco.net/field-service-guide/#_Toc494714023 LINK]  {{Badge|Document}} {{Badge|Field Service}}
:* WorkOrder schedule automatization (manual): [https://www.resco.net/field-service-guide/#_Toc494714024 LINK]  {{Badge|Document}} {{Badge|Field Service}}
:* WorkOrder schedule automatization (semi-automatic): [https://www.resco.net/field-service-guide/#_Toc494714025 LINK]  {{Badge|Document}} {{Badge|Field Service}}
:* WorkOrder schedule automatization (automatic): [https://www.resco.net/field-service-guide/#_Toc494714026 LINK]  {{Badge|Document}} {{Badge|Field Service}}
:* WorkOrder schedule violations: [https://www.resco.net/field-service-guide/#_Toc494714027 LINK]  {{Badge|Document}} {{Badge|Field Service}}


; {{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: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850925 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[Resco_Mobile_CRM#Filtering_and_searching_within_the_map|Filtering and searching within the map]] {{Badge|Resco Mobile CRM App}}
:* Searching for records: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850932 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[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: [https://www.resco.net/woodford-user-guide/#_Toc483815909 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* View – [[View#Edit_search|Edit search]]
:* Search view: [https://www.resco.net/woodford-user-guide/#_Toc483815921 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[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: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851011 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – [[Setup#CRM|Change 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}}
:* [[Integration with marketing services|Integrating external marketing services]] with Resco Cloud
:* [[SharePoint]] integration server side prerequisites (Dynamics CRM): [https://www.resco.net/woodford-user-guide/#_Toc483815992 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* [[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: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851014 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* 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]]: [https://www.resco.net/resco-crm-server-guide/ LINK]  {{Badge|Document}}
:* [[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}}
:* [[Settings]]: [https://www.resco.net/woodford-user-guide/#__RefHeading__5803_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}


; {{anchor|Setup}} Setup
; {{anchor|Setup}} Setup
: Setup screen was designed to set up the appearance and functions of the Resco Mobile CRM application.
: 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}}
:* Setup screen: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850994 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Turn on/off standard entities: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850995 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Online mode: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850996 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Auto sync: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850997 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Call import (Android only): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850998 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Map and dashboard: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850999 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – List Buttons: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851000 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Max attachment size: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851001 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Max sync records: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851002 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Sync login (Background sync): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851003 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Save password: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851004 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Use CRM email: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851005 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Use reminders: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851006 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Language: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851007 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Phone app: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851008 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Display density (Android only): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851009 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Private views: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851010 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Change server: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851011 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Delete data: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851012 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Home realm: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851013 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Web service: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851014 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* 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}}
:* Setup – Record quality (iOS only): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851016 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – Private calendars: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851017 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}


; {{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: [https://www.resco.net/woodford-user-guide/#_Toc483815991 LINK] {{Badge|Document}} {{Badge|Woodford}}
:* [[Documents]] on DropBox, Google Drive and SharePoint
:* SharePoint integration server side prerequisites (Dynamics CRM): [https://www.resco.net/woodford-user-guide/#_Toc483815992 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* [[SharePoint]] integration
:* SharePoint integration: [https://www.resco.net/woodford-user-guide/#_Toc483815993 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* [[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}}
:* View style editor: [https://www.resco.net/woodford-user-guide/#__RefHeading__5827_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Changing style on view dynamically: [https://www.resco.net/woodford-user-guide/#Changing_Style LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* Form style editor: [https://www.resco.net/woodford-user-guide/#__RefHeading__5847_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}


; {{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: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850918 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[Resco_Mobile_CRM#Synchronization|How to synchronize a device]] {{Badge|Resco Mobile CRM App}}
:* Sync troubleshooting: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850920 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[Connecting to CRM]]
:* Setup – Auto sync: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850997 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[Setup]] – Auto sync, Max sync records, Sync login (Background sync) {{Badge|Resco Mobile CRM App}}
:* Setup – Max sync records: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851002 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[Synchronization troubleshooting]]
:* Setup – Sync login (Background sync): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851003 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* [[Log_files#Synchronization_log|Sync log]]
:* Synchronization Guide for Resco Mobile CRM App: [https://www.resco.net/synchronization-guide/ LINK] {{Badge|Document}}
:* [[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)
:* Setting up a sync filter: [https://www.resco.net/woodford-user-guide/#__RefHeading__5817_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
:* [[Sync Filter]]
:* Linked sync filters (Dyn CRM): [https://www.resco.net/woodford-user-guide/#__RefHeading__5819_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}
:* External document sync filter options: [https://www.resco.net/woodford-user-guide/#External_Document_Sync LINK] {{Badge|Document}} {{Badge|Woodford}}
:* [[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): [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392851003 LINK] {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
:* Setup – [[Setup#Sync_Login|Sync login]] (Background sync):  {{Badge|Resco Mobile CRM App}}


== T ==
== T ==

Navigation menu