Changes

Jump to navigation Jump to search

Glossary (view source)

Revision as of 06:30, 30 June 2021

7,629 bytes removed ,  30 June
→‎D
Line 156: Line 156:  
:* Chat: [https://youtu.be/C9dCC9mdyOM?t=10m05s LINK]  {{Badge|Webinar}}
 
:* Chat: [https://youtu.be/C9dCC9mdyOM?t=10m05s LINK]  {{Badge|Webinar}}
 
:* [[Social]] – [[Chat]]
 
:* [[Social]] – [[Chat]]
 +
:* [[Chat#Chatter_for_Salesforce|Salesforce Chatter]]
    
; {{anchor|Checkin}} Check In/Check Out
 
; {{anchor|Checkin}} Check In/Check Out
Line 357: Line 358:  
: This feature allows user to predefine input for users, so instead of entering a value, they can choose to use options from drop down list (or enter what is needed manually).
 
: This feature allows user to predefine input for users, so instead of entering a value, they can choose to use options from drop down list (or enter what is needed manually).
 
: Also known as an option set.
 
: Also known as an option set.
−
:* Dropdowns in text fields: [https://youtu.be/9vL4QRN_1dk?t=34m05s LINK] {{Badge|Webinar}}
+
:* Dropdowns in text fields: Read [[Localization_examples#Drop-down_options_for_text_input_fields|detailed instructions]] or watch the [https://youtu.be/9vL4QRN_1dk?t=34m05s webinar]. {{Badge|Webinar}}
    
== E ==
 
== E ==
Line 1,198: Line 1,199:  
: In many situations when working with CRM records, you might want to change their order, i.e., sort them.
 
: In many situations when working with CRM records, you might want to change their order, i.e., sort them.
 
:* [[View#Edit_sort|Change sort order in views]]
 
:* [[View#Edit_sort|Change sort order in views]]
−
:* [[View#Properties_pane|Enable auto header in views to allow simple sorting.
+
:* [[View#Properties_pane|Enable auto header in views to allow simple sorting.]]
 
:* [[Filter_editor#Define_sort_order_and_restrict_count|Change sort order in filter editor]]
 
:* [[Filter_editor#Define_sort_order_and_restrict_count|Change sort order in filter editor]]
   Line 1,280: Line 1,281:     
; {{anchor|User}} User
 
; {{anchor|User}} User
−
: Entity that has authority to use an application, equipment, facility, process, or system, or one who consumes or employs a good or service to obtain a benefit or to solve a problem, and who may or may not be the actual purchaser of the item.
+
: An entity that has the authority to use an application, equipment, facility, process, or system, or one who consumes or employs a good or service to obtain a benefit or to solve a problem, and who may or may not be the actual purchaser of the item.
 
:* Boosting user experience: [https://blog.resco.net/2017/10/16/4-quick-tips-to-boost-your-resco-mobile-crm-user-experience/ LINK]  {{Badge|Blog}}
 
:* Boosting user experience: [https://blog.resco.net/2017/10/16/4-quick-tips-to-boost-your-resco-mobile-crm-user-experience/ LINK]  {{Badge|Blog}}
 
:* Keeping track of the changes made by external users: [https://blog.resco.net/2017/02/15/quick-tip-how-to-keep-track-of-record-changes-made-by-external-users/ LINK]  {{Badge|Blog}}
 
:* Keeping track of the changes made by external users: [https://blog.resco.net/2017/02/15/quick-tip-how-to-keep-track-of-record-changes-made-by-external-users/ LINK]  {{Badge|Blog}}
Line 1,286: Line 1,287:  
:* User management, encryption: [https://youtu.be/MuEVr6Qg7ns?t=5m54s LINK]  {{Badge|Webinar}}
 
:* User management, encryption: [https://youtu.be/MuEVr6Qg7ns?t=5m54s LINK]  {{Badge|Webinar}}
 
:* New User Interface: [https://youtu.be/1hldwY-QyNY?t=1m26s LINK]  {{Badge|Webinar}}
 
:* New User Interface: [https://youtu.be/1hldwY-QyNY?t=1m26s LINK]  {{Badge|Webinar}}
−
:* Mobile Users: [https://www.resco.net/woodford-user-guide/#__RefHeading__5781_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}
+
:* [[Mobile users|Mobile Users]]
−
:* External (Portal) User project: [https://www.resco.net/woodford-user-guide/#__RefHeading__5995_1627906509 LINK] {{Badge|Document}} {{Badge|Woodford}}
+
:* [[External_users|External (Portal) User project]]
    
== V ==
 
== V ==
Line 1,311: Line 1,312:     
; {{anchor|View}} [[View]]
 
; {{anchor|View}} [[View]]
−
: Definition of a way to display CRM records to user.
+
: Definition of a way to display CRM records to users.
 
:* Picking views to search through: [https://blog.resco.net/2018/01/24/how-to-set-up-and-utilize-global-search-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Picking views to search through: [https://blog.resco.net/2018/01/24/how-to-set-up-and-utilize-global-search-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Utilize Next Wide option on list views: [https://blog.resco.net/2017/10/11/utilize-next-wide-option-on-list-views-to-efficiently-display-information-across-various-screen-sizes/ LINK]  {{Badge|Blog}}
 
:* Utilize Next Wide option on list views: [https://blog.resco.net/2017/10/11/utilize-next-wide-option-on-list-views-to-efficiently-display-information-across-various-screen-sizes/ LINK]  {{Badge|Blog}}
Line 1,328: Line 1,329:  
:* Data images on Lists/Views: [https://youtu.be/INK4PsAyX8g?t=9m50s LINK]  {{Badge|Webinar}}
 
:* Data images on Lists/Views: [https://youtu.be/INK4PsAyX8g?t=9m50s LINK]  {{Badge|Webinar}}
 
:* Images on Lists/Views, Images on forms: [https://youtu.be/INK4PsAyX8g?t=12m48s LINK]  {{Badge|Webinar}}
 
:* Images on Lists/Views, Images on forms: [https://youtu.be/INK4PsAyX8g?t=12m48s LINK]  {{Badge|Webinar}}
−
:* Satellite vs. aerial map view: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850927 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
  −
:* Switch calendar views: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850943 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
  −
:* Accounts – switch to a map view: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850946 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
  −
:* View the account details: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850949 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
  −
:* Contacts – Switch to a map view: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850952 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
  −
:* View the contact details: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850955 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
  −
:* Leads – Switch to a map view: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850957 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
  −
:* View the details of an order: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850977 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
  −
:* View the details of an invoice: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850983 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
  −
:* View the details of a product: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850987 LINK]  {{Badge|Document}} {{Badge|Resco Mobile CRM App}}
  −
:* View the details of a case: [https://www.resco.net/resco-mobile-crm-app-user-guide/#_Toc392850992 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}}
  −
:* Scheduling view: [https://www.resco.net/field-service-guide/#_Toc494714008 LINK]  {{Badge|Document}} {{Badge|Field Service}}
  −
:* Day view: [https://www.resco.net/field-service-guide/#_Toc494714009 LINK]  {{Badge|Document}} {{Badge|Field Service}}
  −
:* Week view: [https://www.resco.net/field-service-guide/#_Toc494714010 LINK]  {{Badge|Document}} {{Badge|Field Service}}
  −
:* Views: [https://www.resco.net/woodford-user-guide/#__RefHeading__5821_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* Creating a public view: [https://www.resco.net/woodford-user-guide/#__RefHeading__5823_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* View binding: [https://www.resco.net/woodford-user-guide/#__RefHeading__5825_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* View style editor: [https://www.resco.net/woodford-user-guide/#__RefHeading__5827_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* Additional view configuration: [https://www.resco.net/woodford-user-guide/#__RefHeading__5829_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* View – Buttons: [https://www.resco.net/woodford-user-guide/#_Toc483815906 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* View – Edit filter: [https://www.resco.net/woodford-user-guide/#_Toc483815907 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* View – Edit sort: [https://www.resco.net/woodford-user-guide/#_Toc483815908 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* View – Edit search: [https://www.resco.net/woodford-user-guide/#_Toc483815909 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* View – Multiselect: [https://www.resco.net/woodford-user-guide/#_Toc483815910 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* View – Add image, add map pin: [https://www.resco.net/woodford-user-guide/#_Toc483815911 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* View – Sort fields and filter fields: [https://www.resco.net/woodford-user-guide/#_Toc483815912 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* View – Date fields: [https://www.resco.net/woodford-user-guide/#_Toc483815913 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* Multiple views: [https://www.resco.net/woodford-user-guide/#__RefHeading__5831_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* Advanced view features: [https://www.resco.net/woodford-user-guide/#_Toc426143557 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* Changing style on view dynamically: [https://www.resco.net/woodford-user-guide/#Changing_Style LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* View – Editable field (editable list): [https://www.resco.net/woodford-user-guide/#_Toc483815918 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* View – Clickable field: [https://www.resco.net/woodford-user-guide/#_Toc483815919 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* View – Iframe: [https://www.resco.net/woodford-user-guide/#_Toc483815920 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* Search view: [https://www.resco.net/woodford-user-guide/#_Toc483815921 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* Responsive View/List: [https://www.resco.net/woodford-user-guide/#_Toc483815922 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* Automatic List/View headers: [https://www.resco.net/woodford-user-guide/#_Toc483815923 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* List/View footer: [https://www.resco.net/woodford-user-guide/#And_this_part LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* Calendar – Views: [https://www.resco.net/woodford-user-guide/#__RefHeading__5939_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* List/View picture from Note: [https://www.resco.net/woodford-user-guide/#__RefHeading__5979_1627906509 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* Default and editable List/View images: [https://www.resco.net/woodford-user-guide/#_Toc483816010 LINK]  {{Badge|Document}} {{Badge|Woodford}}
  −
:* Entity image on View: [https://www.resco.net/woodford-user-guide/#_Toc483816013 LINK]  {{Badge|Document}} {{Badge|Woodford}}
      
== W ==
 
== W ==
Line 1,376: Line 1,335:  
: The common name for the World Wide Web, a subset of the Internet consisting of the pages that can be accessed by a Web browser.
 
: The common name for the World Wide Web, a subset of the Internet consisting of the pages that can be accessed by a Web browser.
 
:* Web portal – Adxstudio: [https://blog.resco.net/2018/01/18/get-better-access-to-adxstudio-via-the-resco-mobile-crm-app/ LINK]  {{Badge|Blog}}
 
:* Web portal – Adxstudio: [https://blog.resco.net/2018/01/18/get-better-access-to-adxstudio-via-the-resco-mobile-crm-app/ 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 integration with other back-end systems using web services: [[Resco CRM Connector]]
 
:* Resco CRM integration with other back-end systems using web services: [[Resco CRM Connector]]
    
; {{anchor|Woodford}} [[Woodford]]
 
; {{anchor|Woodford}} [[Woodford]]
−
: Essential part of Resco Mobile CRM solution used as customization, user management and device management tool.
+
: The essential part of Resco Mobile CRM solution used for designing [[app projects]], user management and device management tool.
 
:* Using Woodford to add search bar: [https://blog.resco.net/2018/01/24/how-to-set-up-and-utilize-global-search-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Using Woodford to add search bar: [https://blog.resco.net/2018/01/24/how-to-set-up-and-utilize-global-search-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Reactivating records in Woodford: [https://blog.resco.net/2017/11/06/how-to-make-inactive-records-active-again-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
 
:* Reactivating records in Woodford: [https://blog.resco.net/2017/11/06/how-to-make-inactive-records-active-again-in-resco-mobile-crm/ LINK]  {{Badge|Blog}}
Line 1,404: Line 1,363:  
:* Online mode and Offline mode: [https://youtu.be/kptm_GQMsx4?t=18m37s LINK]  {{Badge|Webinar}}
 
:* Online mode and Offline mode: [https://youtu.be/kptm_GQMsx4?t=18m37s LINK]  {{Badge|Webinar}}
 
:* Security roles: [https://youtu.be/kptm_GQMsx4?t=21m30s LINK]  {{Badge|Webinar}}
 
:* Security roles: [https://youtu.be/kptm_GQMsx4?t=21m30s LINK]  {{Badge|Webinar}}
−
:* Woodford Quick Guide for Salesforce: [https://www.resco.net/woodford-quick-guide-salesforce/ LINK]  {{Badge|Document}}
      
; {{anchor|WorkOrder}} WorkOrder
 
; {{anchor|WorkOrder}} WorkOrder
−
: Specific CRM entity.
+
: Specific CRM entity, often used in [[Schedule Board]].
−
:* 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}}
      
== X ==
 
== X ==
Retrieved from "https://docs.resco.net/wiki/Special:MobileDiff/2958...5047"

Navigation menu