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→Caveats
(→Caveats: documents in subfolders are not downloaded) |
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Root document locations | Root document locations | ||
* Document locations are hierarchical. Resco apps require that you have a root location for each entity type which allows SharePoint attachments. For example, you need to have a location for "accounts". If the location exists, MCRM can create a location for any particular account record. It does so by creating a subfolder with the name <record_name>_<record_id>. | * Document locations are hierarchical. Resco apps require that you have a root location for each entity type which allows SharePoint attachments. For example, you need to have a location for "accounts". If the location exists, MCRM can create a location for any particular account record. It does so by creating a subfolder with the name <record_name>_<record_id>. | ||
* In the opposite case, Resco Mobile CRM refuses to create SharePoint attachments for the account entity. | |||
* Only documents located directly in the folder of a CRM record are downloaded. Resco Mobile CRM does not support additional folder structure; documents in subfolders are not downloaded. | |||
== Additional resources == | == Additional resources == | ||