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Glossary: Difference between revisions
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:* 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 | ||
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: 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 | :* 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 == | ||
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: 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]] | ||
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; {{anchor|View}} [[View]] | ; {{anchor|View}} [[View]] | ||
: Definition of a way to display CRM records to | : 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}} | ||
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:* 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}} | ||
== W == | == W == | ||