Support

Resco Glossary

 

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

 

Before you start

This webpage serves as a technical glossary. To make searching through the terms and sources easier, there are labels that specify what kind of source the link leads to:

 Blog  is a label for blogpost content that can be found on Resco blog

Webinar is a label for Youtube video content that can be found on Resco Youtube

 Document  is a label for any guide/document content that can be found on Resco Support

The most comprehensive and detailed guides have also assigned a sublabel together with the document label that clearly specifies that the linked content is a part of a bigger guide:

 Woodford  Woodford User Guide

 Resco Mobile CRM App  Resco Mobile CRM App User Guide

 Field Service  Resco Field Service Guide

In case you won’t be able to find what you were looking for, feel free to contact us on mobilecrm@resco.net

 

  

A

About (section)

Woodford section containing basic information about Woodford version, contact info for customer support and info about connected organization and an update button.

  • About: LINK   Document   Woodford 

Account

An arrangement by which a user is given personalized access to a computer, website, or application, typically by entering a username and password.

One of the basic CRM entities, it can be i.e. a type of a customer or supplier.

  • Inactive record activation. Account is one of the records: LINK   Blog 
  • Account filtering: LINK   Blog 
  • Example: Automatically assigned a discount percentage on a new order according to the type of account: LINK   Webinar 
  • Accounts – switch to a map view: LINK   Document   Resco Mobile CRM App
  • Add a new account: LINK   Document   Resco Mobile CRM App 
  • Editing accounts: LINK   Document   Resco Mobile CRM App 
  • View the account details: LINK   Document   Resco Mobile CRM App 
  • Account’s Notes tab: LINK   Document   Resco Mobile CRM App 

Activity

The condition in which things are happening or being done. A thing that a person or group does or has done.

Activities are sets of duties ranging between Appointments, Phone Calls or Tasks.

  • Activity label customization: LINK   Blog 
  • Add a new activity: LINK   Document   Resco Mobile CRM App 
  • Create new appointment or service activity in calendar: LINK   Document   Resco Mobile CRM App 
  • Social – Activity feeds: LINK   Document   Woodford 

Adxstudio

A Microsoft’s subsidiary, provides web portal and application lifecycle solutions for Microsoft Dynamics 365/CRM, SharePoint and .NET platforms.

  • How to gain access to Adxstudio Portals via Resco Mobile CRM app: LINK   Blog 

Agenda

A calendar view that shows list of appointments or service activities for the selected day. You can switch between the days using the arrows on the top or you can slide your fingers left or right.

  • Activity label customization. One of the available views is Agenda: LINK   Blog 

Analytics

The systematic computational analysis of data or statistics.

In Resco Mobile CRM Mobile Audit Analytics while leveraging the GPS capabilities of mobile devices, allows user to see if the reps are indeed visiting the clients and working with the CRM data directly in the field.

  • Mobile Audit Analytics capabilities: LINK   Blog 

Android

An open source operating system primarily used in mobile devices. Written primarily in Java and based on the Linux operating system, it was initially developed by Android Inc. and was eventually purchased by Google in 2005.

  • Setting up the fingerprint functionality in Resco Mobile CRM app on the Android device: LINK   Blog 
  • What software and hardware requirements do you need to consider before buying mobile devices for Resco Mobile CRM: LINK   Blog 

Appointment

Type of an Activity that contains the subject, location and start/end times. It has a settable priority and status together with the status reason. User can add notes to any appointment. It can be converted into Opportunity or Case.

  • How to customize labels of user’s Activities on the Appointment entity example: LINK   Blog 
  • Appointments from Exchange: LINK   Webinar 
  • Convert appointment to opportunity: LINK  Document   Resco Mobile CRM App 
  • Convert appointment/call to a case: LINK  Document   Resco Mobile CRM App 
  • Complete appointment or call: LINK   Document   Resco Mobile CRM App 
  • Cancel appointment or call: LINK  Document   Resco Mobile CRM App 
  • Create new appointment or service activity in calendar: LINK  Document   Resco Mobile CRM App 
  • Appointments on Global Map: LINK   Document   Woodford 

Arrange

To put into a proper order or into a correct or suitable sequence, relationship, or adjustment.

  • An example for arranging the view items for different displays/widths: LINK   Blog 

Associated List

A list of records associated/related with currently opened record.

When user selects an associated list, and clicks on Properties (or double clicks on the associated list), the options for the list will be displayed in section.

  • Form – Additional options for associated lists: LINK   Document   Woodford 

Auditing

Tracking of mobile CRM usage among users.

In the Auditing section of the project user can set what kind of action on selected entities will be recorded using the Mobile CRM application and sent to the CRM server when the application will be synchronized. User is able to track the time when the action was performed and also the GPS position (the device must contain the GPS chip). It is also possible to record the time and place where the synchronization was performed.

  • Mobile Audit Analytics capabilities: LINK   Blog 
  • Extended mobile auditing capabilities: LINK   Webinar 
  • Auditing: LINK   Document   Woodford 

Authentication

The process or action of verifying the identity of a user or process.

  • Details about multi-factor authentication: LINK   Blog 

Automatic List/View headers

Generating list/view headers automatically by a mobile CRM.

It is possible to add headers, field names on the list.

  • Use of Auto List Header to quickly sort records: LINK   Blog 

Automatic sync

Performing synchronization without the need to press the sync button.

  • How to set up automatic synchronization in Resco’s mobile CRM client: LINK   Blog 

 

  

B

Background color

Color of an item’s background.

  • How to change the background color and how to set up color coding to automatically change it: LINK   Blog 
  • Lists/Views, changing list background color: LINK   Webinar 

Branding (section)

Woodford section for setting custom info about the application such as manufacturer, title, website or support email.

  • Branding: LINK   Document   Woodford 

Business logic

The part of the program that encodes the real-world business rules that determine how data can be created, stored, and changed.

  • Business Intelligence, funnel chart: LINK   Webinar 
  • Business Rules: LINK   Webinar 
  • Business process flow: LINK   Document   Woodford 
  • Form Rules: LINK   Document   Woodford 
  • Offline HTML with Javascript: LINK   Document   Woodford 

Button

Any graphical control element that provides the user a simple way to trigger an event, like searching for a query at a search engine, or to interact with dialog boxes, like confirming an action.

  • Setting up and customizing the behavior of the save button: LINK   Blog 
  • Reactivating inactive records with a set of commands: LINK   Blog 
  • Running report functionality and the commands connected to it: LINK   Blog 
  • Setup – List Buttons: LINK   Document   Resco Mobile CRM App
  • Form – Edit commands: LINK   Document   Woodford 
  • Form – Custom commands: LINK   Document   Woodford 

 

  

C

Calendar

Visualization of time-defined records on a timeline.

Select the Calendar from the home menu to your Appointments or Service Activities. You can filter the Calendar to see only Appointments or only Service Activities and between different views (“All Appointments”, “My Appointments”, “My Completed Appointments”, “All Service Activities”, “My Service Activities”).

  • Calendar labels and their customizations: LINK   Blog 
  • Calendar hub: LINK   Webinar 
  • Calendar – any entity, flip view: LINK   Webinar 
  • View Rule in Calendar: LINK   Webinar 
  • Calendar sharing: LINK   Webinar 
  • Multiple dashboards, Maps and Calendars with additional functions: LINK   Webinar 
  • Switch calendar views: LINK   Document   Resco Mobile CRM App
  • Setup – Private calendars: LINK   Document   Resco Mobile CRM App
  • Calendar: LINK   Document   Woodford 
  • Calendar – Views: LINK   Document   Woodford 
  • Calendar – Constraints: LINK   Document   Woodford 
  • Calendar – Rules: LINK   Document   Woodford 
  • CRM events in the personal calendar : LINK   Document   Woodford 

Call (logging)

CRM activity creation from an outgoing phone call. For Android devices also for incoming phone calls.

Turn ON or OFF the import of calls from your Android mobile device to your mobile CRM app. Then you can save incoming calls as call activities.

  • Phone call tracking and logging: LINK   Blog 
  • Call or email directly from Resco Mobile CRM App: LINK   Document   Resco Mobile CRM App
  • Convert appointment/call to a case: LINK   Document   Resco Mobile CRM App
  • Complete appointment or call: LINK   Document   Resco Mobile CRM App
  • Set call to “Made”, “Received” or “Cancel”: LINK   Document   Resco Mobile CRM App
  • Create new appointment or service activity in calendar: LINK   Document   Resco Mobile CRM App
  • Setup – Call import (Android only): LINK   Document   Resco Mobile CRM App

Can execute

Can execute rule can define what exactly should a command do. User can for example fill in some specific fields and set the status code as busy.

  • Can execute example: LINK   Document   Woodford 

Case

Specific CRM entity.

  • Add a new case: LINK   Document   Resco Mobile CRM App
  • Edit cases: LINK   Document   Resco Mobile CRM App
  • View the details of a case: LINK   Document   Resco Mobile CRM App
  • Resolve a case: LINK   Document   Resco Mobile CRM App

Charts

Charts can be used in two cases. User can add a chart to a Dashboard, where they can add the desired chart(s) or flip the list view into a chart view. In case of the Chart view, if user has more charts, they can switch between them just like in case of multiple views.

User can create more Charts for one entity.

  • In-app chart editor: LINK   Webinar 
  • New chart types & extended options for charts: LINK   Webinar 
  • HTML5 Charts: LINK   Webinar 
  • Dashboard – Charts: LINK   Document   Woodford 

Chat

Communication channel

  • Chat – survey, notifications, channels, file transfer: LINK   Webinar 
  • Redesigned chat: LINK   Webinar 
  • Chat with multimedia support: LINK   Webinar 
  • Chat: LINK   Webinar 
  • Social – Chat: LINK   Document   Woodford 

Check In/Check Out

One-click action to set start & final time of an event with additional actions available in configuration dialog for Check In command. Check In is renamed to Check Out after the start time is set.

  • Check In/Check Out: LINK   Document   Woodford 

Child

Associated/related record, a specific case that can inherit certain info from the parent one.

  • How to restore the view of a child project if changes were made by accident: LINK   Blog 
  • Use of project hierarchy and parent-child relationship: LINK   Blog 

Child form

Child form inherits the properties of its respective parent while retaining a possibility of its own changes that won’t affect the rest.

  • How to show info from a parent on a child form: LINK   Blog 

Child project

Child project will inherit all changes to parent project except of the parts changed in the child project directly.

  • Creating a master project in Woodford, which will affect all child projects. Project hierarchy: LINK   Blog 
  • Better control of child and parent projects in Woodford: LINK   Webinar 

Cloud

Any of several, often proprietary, parts of the Internet that allow online processing and storage of documents and data as well as electronic access to software and other resources.

  • City Smart Services – a cloud based solution: LINK   Blog 
  • City Smart Services – a cloud based solution: LINK   Blog 
  • Resco Cloud Guide: LINK   Document 
  • Resco Cloud Field Service Guide: LINK   Document 
  • Integrating external marketing services with Resco Cloud’s Resco CRM Server: LINK   Document 

Collection

In this case it’s a data gathering.

  • Mobile Audit Analytics – collecting data: LINK   Blog 
  • Detail collection: LINK   Webinar 

Color coding

Defined set of rules that determines how the list records are formatted.

  • Creating color-coded views: LINK   Blog 
  • Conditional formatting, color coding: LINK   Blog 

Color themes

In Color Themes section, user is able to change different colors for the app UI and give Mobile CRM app e.g. corporate branding.

  • Color themes: LINK   Webinar 
  • Color themes: LINK   Document   Woodford 

Command

Functionality for the buttons or just a set of instructions to be executed.

  • Setting up and customizing the behavior of the save button: LINK   Blog 
  • Reactivating inactive records with a set of commands: LINK   Blog 
  • Running report functionality and the commands connected to it: LINK   Blog 
  • Form – Edit commands: LINK   Document   Woodford 
  • Form – Custom commands: LINK   Document   Woodford 
  • Setup – List Buttons: LINK   Document   Resco Mobile CRM App

Command rules

Business logic describing when command is available and its functionality.

  • See ON CAN EXECUTE and CAN EXECUTE keywords.

Conditional formatting

Automatic change of formatting on base of set conditions.

  • Setting up conditional formatting and color coding: LINK   Blog 
  • Conditional visibility: LINK   Webinar 

Configuration

In the Configuration section user can set some of the Resco Mobile CRM mobile application settings remotely.

  • Configuring the multi-factor authentication: LINK   Blog 
  • Configuration of associated views: LINK   Webinar 
  • MDM configuration: LINK   Webinar 
  • Additional View configuration: LINK   Document   Woodford 
  • Configuration: LINK   Document   Woodford 
  • Inspections and configuration in Dynamics: LINK   Document   Woodford 

Conflict

Conflict means, that the same record is changed on the device and before synchronized, there is a change on the CRM server (e.g. other user changes the same record and synchronizes before the other user, or the record is changed on the CRM server.

  • How to resolve sync conflicts in Resco Mobile CRM: LINK   Blog 

Connect

To establish a communication connection with a server.

  • Resco Mobile Connector, Scribe Online and SAP: LINK   Blog 
  • Connecting Resco Mobile CRM App to Salesforce: LINK   Document 
  • Resco Mobile CRM App’s Dynamics integration: LINK   Document 

Consumer

One that purchases a commodity or service.

  • See also EXTERNAL USER
  • Resco Consumer Apps for Municipalities: LINK   Blog 
  • Using sync filters to provide relevant content for partners: LINK   Blog 
  • Dynamics CRM mobile applications for external non-CRM users: LINK   Blog 
  • How to set up a mobile application for external non-CRM users: LINK   Blog 
  • How to use sync filters to provide relevant content for your partners: LINK   Blog 
  • How to keep track of record changes made by external users: LINK   Blog 
  • New Usage Scenarios for Resco Mobile CRM, part 1: LINK   Blog 
  • New Usage Scenarios for Resco Mobile CRM, part 2: LINK   Blog 

Contact

A person serving as a go-between, messenger, connection, or source of special information, specific CRM entity.

  • Activating inactive contact records: LINK   Blog 
  • How to filter accounts and contacts: LINK   Blog 
  • Phone contact import: LINK   Blog 
  • Google contacts sync: LINK   Webinar 
  • Setup screen, login, Exchange contacts, sync info on Home screen: LINK   Webinar 
  • Phone contact integration: LINK   Webinar 
  • HTML Contact Information form: LINK   Webinar 
  • Contacts – Switch to a map view: LINK   Document   Resco Mobile CRM App
  • Add a new contact: LINK   Document   Resco Mobile CRM App
  • Edit contacts: LINK   Document   Resco Mobile CRM App
  • View contact details: LINK   Document   Resco Mobile CRM App
  • Contact information form: LINK   Document   Woodford 
  • Entity image on Contact Information Form: LINK   Document   Woodford 

Copy

Action of making a duplicate of an item.

  • How to create a copy of a production CRM database: LINK   Blog 
  • Working with the documents in Resco Mobile CRM: LINK   Blog 
  • Copy attributes from related record: LINK   Webinar 
  • Copy & paste support for attachments: LINK   Webinar 

Customization

In Resco Mobile CRM solution it means defining the looks, functionality and feel of an app.

  • Global search and its customization: LINK   Blog 
  • Customization of the list view for wide option: LINK   Blog 
  • Field customization – making fields required: LINK   Blog 
  • Customization of a mobile report: LINK   Blog 
  • Setting up a flexible view and its customization: LINK   Blog 
  • Personal dashboards and their customization: LINK   Blog 
  • Save button action customization: LINK   Blog 
  • Field customization to display relationship types for the Accounts: LINK   Blog 
  • Creating a Customization (Mobile Project): LINK   Webinar 
  • Customizable map styles: LINK   Webinar 
  • Creating a customization: LINK   Document   Woodford 

Custom images

When user wants to add a picture to a custom item, they can use the default directories, or they can create your own Directory, where they can store custom images.

  • Adding a custom image: LINK   Document   Woodford 
  • Bulk change/import of custom images: LINK   Document   Woodford 

 

  

D

Dashboard

Dashboard views enable user to access the most needed information from various entities in one place. User can add Charts, Views and Iframes there. User can also create more dashboards and place them on the Home separately.

  • Personal dashboard creation: LINK   Blog 
  • Dashboard design in the mobile app: LINK   Webinar 
  • Multiple dashboards, Maps and Calendars with additional functions: LINK   Webinar 
  • Dashboard: LINK   Document   Resco Mobile CRM App
  • Setup – Map and dashboard: LINK   Document   Resco Mobile CRM App
  • Dashboard: LINK   Document   Woodford 
  • Dashboard – Charts: LINK   Document   Woodford 
  • Creating a dashboard: LINK   Document   Woodford 

Data

Individual facts, statistics, or items of information.

  • Form rules to check for correct data input: LINK   Blog 
  • Data analysis: LINK   Blog 
  • Mobile Reports and the data: LINK   Blog 
  • Saving changes only when the specific data is associated: LINK   Blog 
  • Data access & Offline HTML: LINK   Webinar 
  • CRM Data management: LINK   Webinar 
  • Data images on Lists/Views: LINK   Webinar 
  • Setup – Delete data: LINK   Document   Resco Mobile CRM App 
  • Data filtering: LINK   Document   Field Service 

Database

A comprehensive collection of related data organized for convenient access, generally in a computer.

  • How to create a copy of user’s production CRM database: LINK   Blog 
  • Device security management and database encryption: LINK   Blog 
  • Mobile CRM limits for the database: LINK   Blog 

Deactivate

To cause to be inactive; remove the effectiveness of.

  • Inactive records and (de)activating them: LINK   Blog 

Design

A plan or drawing produced to show the look and function or workings of an item.

  • How to set up flexible list view designs: LINK   Blog 
  • Personal dashboard design: LINK   Blog 

Designer

UI feature used for selecting and setting the properties of UI.

  • Inspections and its web-based tool Designer: LINK   Blog 

Document

A computer data file.

  • Documents in Resco Mobile CRM part 1: LINK   Blog 
  • Documents in Resco Mobile CRM part 2: LINK   Blog 
  • Documents in Resco Mobile CRM part 3: LINK   Blog 
  • Documents in Resco Mobile CRM part 4: LINK   Blog 
  • Work with documents in Resco Mobile CRM: LINK   Blog 
  • Document sources, integration with Dropbox & Google Drive, list of documents, media tab: LINK   Webinar 
  • Documents on DropBox, Google Drive and SharePoint: LINK   Document   Woodford 
  • External document sync filter options: LINK   Document   Woodford 
  • Document filtering: LINK   Document 

Dropbox

A personal cloud storage service (sometimes referred to as an online backup service) that is frequently used for file sharing and collaboration.

  • Documents in Resco Mobile CRM, Dropbox, part 1: LINK   Blog 
  • Documents in Resco Mobile CRM, Dropbox, part 2: LINK   Blog 
  • Documents in Resco Mobile CRM, support for Dropbox: LINK   Blog 
  • Document sources, integration with Dropbox & Google Drive, list of documents, media tab: LINK   Webinar 
  • Documents on DropBox, Google Drive and SharePoint: LINK   Document   Woodford 

Dropdown

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.

  • Dropdowns in text fields: LINK   Webinar 

 

  

E

Edit

To modify an item.

  • Document viewing and editing details: LINK   Blog 
  • Editable list: LINK   Webinar 
  • Email viewing, editing & tracking, signature, emails for tracked entities: LINK   Webinar 
  • Offline HTML, text editor in Woodford, drag&drop: LINK   Webinar 
  • Edit accounts: LINK   Document   Resco Mobile CRM App
  • Edit contacts: LINK   Document   Resco Mobile CRM App
  • Edit leads: LINK   Document   Resco Mobile CRM App
  • Edit opportunities: LINK   Document   Resco Mobile CRM App
  • Edit quotes: LINK   Document   Resco Mobile CRM App
  • Edit orders: LINK   Document   Resco Mobile CRM App
  • Edit invoices: LINK   Document   Resco Mobile CRM App
  • Add or edit products: LINK   Document   Resco Mobile CRM App
  • Edit cases: LINK   Document   Resco Mobile CRM App
  • WorkOrder schedule editing (drag&drop): LINK   Document   Field Service 
  • WorkOrder schedule editing (edit dialog): LINK   Document   Field Service 
  • WorkOrder schedule editing (form): LINK   Document   Field Service 
  • View – Edit filter: LINK   Document   Woodford 
  • View – Edit sort: LINK   Document   Woodford 
  • View – Edit search: LINK   Document   Woodford 
  • View – Editable field (editable list): LINK   Document   Woodford 
  • Edit form: LINK   Document   Woodford 
  • Form style editor: LINK   Document   Woodford 
  • Form – Edit commands: LINK   Document   Woodford 
  • Default and Editable List/View Images: LINK   Document   Woodford 
  • Edit Form picture from Note: LINK   Document   Woodford 
  • Entity image on Edit Form: LINK   Document   Woodford 

Email

A message distributed by electronic means from one computer user to one or more recipients via a network.

Also a CRM entity.

  • Uploading files from an email into the application: LINK   Blog 
  • Sending tracked emails from Resco’s mobile client for Microsoft Dynamics CRM: LINK   Blog 
  • Email – unread functionality: LINK   Webinar 
  • Email templates: LINK   Webinar 
  • Email viewing, editing & tracking, signature, emails for tracked entities: LINK   Webinar 
  • Email improvements – HTML mail viewer & editor, Gmail & Exchange support: LINK   Webinar 
  • Email a link: LINK   Webinar 
  • Call or email directly from Resco Mobile CRM App: LINK   Document   Resco Mobile CRM App
  • Setup – Use CRM email in RMCRM App: LINK   Document   Resco Mobile CRM App
  • Email attachments: LINK   Document   Woodford 

Encryption

The process of using an algorithm to transform information to make it unreadable for unauthorized users.

  • Device security and data encryption in Resco Mobile CRM: LINK   Blog 
  • User management, encryption: LINK   Webinar 

Entity

An entity is some unit of data that can be classified and have stated relationships to other entities.

From database point of view, it’s a table where rows represent records and columns represent parameters.

  • Email viewing, editing & tracking, signature, emails for tracked entities: LINK   Webinar 
  • Adding a new custom entity, enabling a field, creating a view and new edit form: LINK   Webinar 
  • Working with Entity Instances: LINK   Webinar 
  • Fetch conditions from linked entities: LINK   Webinar 
  • Creating a new custom entity, Enabling of the Fields, Creating a View: LINK   Webinar 
  • Entity images: LINK   Webinar 
  • Setup – Turn on/off standard entities: LINK   Document   Resco Mobile CRM App
  • Field service entities: LINK   Document   Field Service 
  • Entity: LINK   Document   Woodford 
  • Managing home screen entities: LINK   Document   Woodford 
  • Entity image on View: LINK   Document   Woodford 
  • Entity image on Contact Information Form: LINK   Document   Woodford 
  • Entity image on Edit Form: LINK   Document   Woodford 
  • Entity Notification Workflow: LINK   Document 

ERP

Enterprise resource planning (ERP) is a process by which a company (often a manufacturer) manages and integrates the important parts of its business.

  • Integration of SAP ERP and Resco Mobile CRM: LINK   Blog 

Events

A time-defined record that should trigger a reminder.

  • Events&Reminders: LINK   Document   Woodford 
  • CRM events in the personal calendar: LINK   Document   Woodford 

Excel

Software produced by Microsoft that allows users to organize, format and calculate data with formulas using a spreadsheet system.

  • One of the supported formats for the Mobile Reports: LINK   Blog 

Exchange

A popular e-mail messaging system from Microsoft that runs on Windows servers.

  • Exchange email blending into the CRM: LINK   Blog 
  • Setup screen, login, Exchange contacts, sync info on Home screen: LINK   Webinar 
  • Email improvements – HTML mail viewer & editor, Gmail & Exchange support: LINK   Webinar 
  • Exchange integration: LINK   Document   Woodford 

Export

Making a local copy of selected data, i.e for backup purposes.

  • Multiselect, list export: LINK   Webinar 

Expressions

A mode, means, or use of significant representation or symbolism.

  • Use of the regular expressions in form rules to validate field input in Resco Mobile CRM: LINK   Blog 

External (user)

One of the consumer app scenarios.

  • How to keep track of record changes made by external users: LINK   Blog 
  • Sync filters and external users: LINK   Blog 
  • External(Portal) User project: LINK   Document   Woodford 
  • Communication with external application: LINK   Document   Woodford 

 

  

F

Facetime

A default iOS communication platform.

  • Using Facetime for calling: LINK   Blog 

Fetch

Set of instructions sent to the service to collect specific data.

  • Defining Fetch to be used to load data: LINK   Blog 
  • Extended form rules – Load fetch, shared variables, reload list/IFrame: LINK   Webinar 
  • Fetch (Construct, Execute): LINK   Webinar 
  • Fetch conditions from linked entities: LINK   Webinar 

Field

A database record parameter.

After enabling an entity, you can enable fields, that you plan to use on this entity in the Resco Mobile CRM application. E.g. I pick up some additional fields I want to use in my mobile project: City, Country/Region, Street and ZIP/Postal Code.

  • Rules for the form fields: LINK   Blog 
  • Adjusting the fields for the Next Wide option: LINK   Blog 
  • How to make fields required: LINK   Blog 
  • How to dynamically show/hide fields and sections: LINK   Blog 
  • Parent field: LINK   Blog 
  • Altering the field names: LINK   Blog 
  • Salesforce Route Planning for Sales & Service Field agents: LINK   Blog 
  • Field Service use case scenarios: LINK   Webinar 
  • Adding a new custom entity, enabling a field, creating a view and new edit form: LINK   Webinar 
  • Creating a new custom entity, Enabling of the Fields, Creating a View: LINK   Webinar 
  • Additional filter for associated views and lookup fields: LINK   Webinar 
  • Example: Unhiding fields and tabs according to the content of filled in fields: LINK   Webinar 
  • Fields: LINK   Document   Woodford 
  • View – Sort fields and filter fields: LINK   Document   Woodford 
  • View – Date fields: LINK   Document   Woodford 
  • View – Editable field (editable list): LINK   Document   Woodford 
  • View – Clickable field: LINK   Document   Woodford 

Field Service

A business process that deals with technicians visiting a customer and performing a service for them.

  • Using Planner controller: LINK   Document   Field Service 
  • Field service entities: LINK   Document   Field Service 
  • Scheduling view: LINK   Document   Field Service 
  • Day view: LINK   Document   Field Service 
  • Week view: LINK   Document   Field Service 
  • Month view: LINK   Document   Field Service 
  • KPI Monitor: LINK   Document   Field Service 
  • WorkOrder Schedule colors: LINK   Document   Field Service 
  • Data filtering: LINK   Document   Field Service 
  • Hide/Show Weekends, Completed and Canceled WorkOrder Schedules: LINK   Document   Field Service 
  • Filter by Skills/Territories: LINK   Document   Field Service 
  • Filter by resources: LINK   Document   Field Service 
  • WorkOrder schedule editing (drag&drop): LINK   Document   Field Service 
  • WorkOrder schedule editing (edit dialog): LINK   Document   Field Service 
  • WorkOrder schedule editing (form): LINK   Document   Field Service 
  • WorkOrder schedule automatization: LINK   Document   Field Service 
  • WorkOrder schedule automatization(manual): LINK   Document   Field Service 
  • WorkOrder schedule automatization(semi-automatic): LINK   Document   Field Service 
  • WorkOrder schedule automatization(automatic): LINK   Document   Field Service 
  • WorkOrder schedule violations: LINK   Document   Field Service 
  • Resco Cloud Field Service guide: LINK   Document 
  • Planner controller and Field Service: LINK   Document   Woodford 

File

A collection of data, programs, etc. stored in a computer’s memory or on a storage device under a single identifying name.

  • See also DOCUMENT
  • Working with the files: LINK   Blog 

Filter(ing)

Displaying specific records based on certain criteria.

The Map, Activities and Calendar views can be filtered. You can filter the map view to see only accounts, contacts, leads or all of them. You can filter activities according to activity type, view, due date and sort. You can also filter the calendar to see all appointments or all service activities, my appointments or my service activities, or my completed appointments.

  • Global search and search filtering: LINK   Blog 
  • Account filtering according to the location: LINK   Blog 
  • Document filtering: LINK   Blog 
  • Ability to sort and filter records on a list: LINK   Webinar 
  • Synchronization filters: LINK   Webinar 
  • Filters – conditions & stacking: LINK   Webinar 
  • Incremental sync filter: LINK   Webinar 
  • Additional filter for associated views and lookup fields: LINK   Webinar 
  • Option set filtering: LINK   Webinar 
  • Filtering and searching within the map: LINK   Document   Resco Mobile CRM App
  • Filtering of records: LINK   Document   Resco Mobile CRM App
  • Data filtering: LINK   Document   Field Service 
  • Filter by skills/territories: LINK   Document   Field Service 
  • Filter by resources: LINK   Document   Field Service 
  • Setting up a sync filter: LINK   Document   Woodford 
  • Linked sync filters (Dyn CRM): LINK   Document   Woodford 
  • View – Edit filter: LINK   Document   Woodford 
  • View – Sort fields and filter fields: LINK   Document   Woodford 
  • Form – Advanced filtering: LINK   Document   Woodford 
  • External document sync filter options: LINK   Document   Woodford 
  • Filtered Lookup: LINK   Document   Woodford 
  • Document filtering: LINK   Document 

Fingerprint

An impression or mark made on a surface by a person’s fingertip, able to be used for identifying individuals from the unique pattern of whorls and lines on the fingertips.

  • Accessing Resco mobile client with a fingerprint: LINK   Blog 

Flexible (UI)

Adaptable user interface.

  • Setting up flexible list view designs: LINK   Blog 
  • Flexi form precision: LINK   Webinar 
  • Flexible forms: LINK   Webinar 
  • Flexible Forms in Woodford, Views: LINK   Webinar 
  • New UI – Flexible forms: LINK   Document   Woodford 

Footer

Bottom part of list/view that contains a summary.

  • Anatomy of a Mobile Report: How to set it up in Resco Mobile CRM: LINK   Blog 
  • List/View footer: LINK   Document   Woodford 

Form

Form contains fields that describe specific record that user can see or edit.

There are two types of Forms: The Edit form and the Contact Information form. The Contact information is a read-only type of form for quick access to information. By customizing the Edit form user shall be allowed to edit the field’s information.

  • Setting up form rules for inputs: How to set it up in Resco Mobile CRM: LINK   Blog 
  • Form rules to make fields required: LINK   Blog 
  • Utilizing form rules to load information from any entity on forms: LINK   Blog 
  • Setting up different Save button actions for each form: LINK   Blog 
  • Placeholder text for the form fields: LINK   Blog 
  • Flexi form extensions: LINK   Webinar 
  • Adding a new custom entity, enabling a field, creating a view and new edit form: LINK   Webinar 
  • HTML Contact Information form: LINK   Webinar 
  • Flexible Forms: LINK   Webinar 
  • Flexible Forms in Woodford, Views: LINK   Webinar 
  • Images on Lists/Views, Images on Forms: LINK   Webinar 
  • WorkOrder schedule editing(form): LINK   Document   Field Service 
  • Form creation: LINK   Document   Woodford 
  • Contact information form: LINK   Document   Woodford 
  • Edit form: LINK   Document   Woodford 
  • Form – Advanced filtering: LINK   Document   Woodford 
  • Form item options: LINK   Document   Woodford 
  • Form style editor: LINK   Document   Woodford 
  • Form – Iframe: LINK   Document   Woodford 
  • Form – Map frame: LINK   Document   Woodford 
  • Form – Media tab: LINK   Document   Woodford 
  • Form – Edit commands: LINK   Document   Woodford 
  • Form – Custom commands: LINK   Document   Woodford 
  • Form – On can execute examples: LINK   Document   Woodford 
  • Form – Additional options for associated lists: LINK   Document   Woodford 
  • Form – Placeholder text: LINK   Document   Woodford 
  • New UI – Flexible forms: LINK   Document   Woodford 
  • Edit Form picture from Note: LINK   Document   Woodford 
  • Entity image on Contact Information Form: LINK   Document   Woodford 
  • Entity image on Edit Form: LINK   Document   Woodford 
  • Form item’s icon and name changes: LINK   Document   Woodford 

Form rules

Form Rules is a pseudo-scripting language(conditional formatting) that allows user to create conditions and steps to be performed.

  • Save button action setup and Rule editor: LINK   Blog 
  • Form rules to make fields appear only when needed: LINK   Blog 
  • Setting up dynamic placeholder, using Form rules: LINK   Blog 
  • Form rules: LINK   Webinar 
  • Form rules additions: LINK   Webinar 
  • New Form Rule properties for Media Tab: LINK   Webinar 
  • Focus field property: LINK   Webinar 
  • Form Rules & Javascript: LINK   Webinar 
  • Extended form rules – Load fetch, shared variables, reload list/IFrame: LINK   Webinar 
  • What are Form Rules? Functionality, types: LINK   Webinar 
  • On Load: LINK   Webinar 
  • On Change: LINK   Webinar 
  • On Save: LINK   Webinar 
  • Error messages/Validation: LINK   Webinar 
  • Option set filtering: LINK   Webinar 
  • Form rules, On Load, On Change, On Save(+ examples): LINK   Document   Woodford 

 

  

G

Geocoding

Translating addresses to GPS coordinates.

  • Geocoding: LINK   Document   Woodford 

Global

Relating to or encompassing the whole of something, or of a group of things.

  • Global search: LINK   Blog 
  • Global search: LINK   Webinar 
  • Global maps: LINK   Document   Woodford 
  • Appointments on Global Map: LINK   Document   Woodford 

Gmail

Google’s free web-based email service.

  • Blending an email in the CRM: LINK   Blog 
  • Email improvements – HTML mail viewer & editor, Gmail & Exchange support: LINK   Webinar 
  • Google integration: LINK   Document   Woodford 

Google

The brand name of a leading Internet search engine.

  • Document sources, integration with Dropbox & Google Drive, list of documents, media tab: LINK   Webinar 
  • Documents on DropBox, Google Drive and SharePoint: LINK   Document   Woodford 
  • Google integration: LINK   Document   Woodford 

 

  

H

Header

Opposite of List/view footer.

When using the flexible forms, user can set what to display as the form header.

  • Using Auto List Header to quickly sort records: LINK   Blog 
  • Automatic list headers: LINK   Webinar 
  • Automatic list/view headers: LINK   Document   Woodford 

Highlight

Making a record stand out based on a set of defined criteria.

  • Utilizing OnChange rule to highlight a field when it doesn’t contain correct data: LINK   Blog 
  • Highlighting the records using conditional formatting: LINK   Blog 

Home (screen)

Basic screen of mobile CRM app.

  • Managing Home screen entities: LINK   Document   Woodford 
  • Home item’s properties: LINK   Document   Woodford 
  • Home groups: LINK   Document   Woodford 
  • Favorites: LINK   Document   Woodford 

HTML

Hypertext Markup Language is the set of markup symbols or codes inserted in a file intended for display on a World Wide Web browser page.

  • Data access & Offline HTML: LINK   Webinar 
  • Offline HTML, text editor in Woodford, drag&drop: LINK   Webinar 
  • Email improvements – HTML mail viewer & editor, Gmail & Exchange support: LINK   Webinar 
  • HTML UI and Javascript additions – UI replacement, creating Detail items: LINK   Webinar 
  • What is Offline HTML: LINK   Webinar 
  • HTML – UI replacement: LINK   Webinar 
  • HTML contact information form: LINK   Webinar 
  • HTML5 charts: LINK   Webinar 
  • Offline HTML and JavaScript: LINK   Document   Woodford 
  • Debugging an Offline HTML solution: LINK   Document 

Hubs

Hubs combine records that have something in common. These can be records that represent user’s customers (like Accounts, Contacts and Leads) or are a part of the sales process (Leads, Quotes, Opportunities, Orders, Invoices) etc.

  • New UI – Hubs: LINK   Document   Woodford 

 

  

I

ID

Means of identification.

  • Creating an identical copy of a live system, but with a different ID: LINK   Blog 

IFrame

Simple in-app browser.

  • Extended form rules – Load fetch, shared variables, reload list/IFrame: LINK   Webinar 
  • IFrame in Resco Mobile CRM: LINK   Webinar 
  • View – IFrame: LINK   Document   Woodford 
  • Form – IFrame: LINK   Document   Woodford 

Image

A graphical representation of the external form of a person or a thing.

  • List images: LINK   Webinar 
  • Data images on Lists/Views: LINK   Webinar 
  • Images on Lists/Views, Images on Forms: LINK   Webinar 
  • Custom app login image: LINK   Webinar 
  • Images: LINK   Document   Woodford 
  • Changing a standard image: LINK   Document   Woodford 
  • Adding a custom image: LINK   Document   Woodford 
  • Bulk change/import of custom images: LINK   Document   Woodford 
  • List/View picture from Note: LINK   Document   Woodford 
  • Default and Editable List/View Images: LINK   Document   Woodford 
  • Edit Form picture from Note: LINK   Document   Woodford 
  • Entity image on View: LINK   Document   Woodford 
  • Entity image on Contact Information Form: LINK   Document   Woodford 
  • Entity image on Edit Form: LINK   Document   Woodford 
  • View – Add image, add map pin: LINK   Document   Woodford 
  • Setup – Max image size (iOS only): LINK   Document   Resco Mobile CRM App

Import

To introduce an item from a different place or context.

Copying selected data into app.

  • Import of the phone contacts: LINK   Blog 
  • Bulk change/import of custom images: LINK   Document   Woodford 

Input

Entering data.

  • Using regular expressions in form rules to validate field input in Resco Mobile CRM: LINK   Blog 

Inspections

A business process that considers customer visits with predefined structure, i.e. Site, facility, machine inspection, Visit with customer questionnaire, Repair with list of tasks, Health & safety assessment, Compliance assessment, Quality assurance.

Resco Inspections is a solution targeting the whole Inspection processes.

  • Resco Inspections: LINK   Blog 
  • Using a signature to verify inspections: LINK   Blog 
  • Mobile Field Inspections: LINK   Blog 
  • Inspection Designer Manual: LINK   Document 
  • Inspections and configuration in Dynamics: LINK   Document   Woodford 

Inspector

User (role) performing the inspection a site, filling out structured data into the application, usually in form of a questionnaire.

  • Inspector as a part of Resco Inspections: LINK   Blog 

Instance

A single copy of a running program. Multiple instances of a program mean that the program has been loaded into memory several times.

  • Running Resco CRM in multiple instances: LINK   Blog 
  • Working with entity instances: LINK   Webinar 

Integration

Direct communication between mobile CRM app and a 3. party service.

  • Integration of ADX hash support into Resco Mobile app platform: LINK   Blog 
  • Integration of SAP ERP and Resco Mobile CRM: LINK   Blog 
  • SharePoint integration with Microsoft Dynamics: LINK   Blog 
  • Email integration into CRM: LINK   Blog 
  • Microsoft Dynamics integration: LINK   Blog 
  • Phone contact integration: LINK   Webinar 
  • Sharepoint integration: LINK   Webinar 
  • Connecting Resco Mobile CRM App to Salesforce: LINK   Document 
  • Resco Mobile CRM App Dynamics integration: LINK   Document 
  • Resco CRM integration with other back-end systems using web services: LINK   Document 
  • Integrating external marketing services with Resco Cloud’s Resco CRM Server: LINK   Document 
  • SharePoint integration server-side prerequisites (Dynamics CRM): LINK   Document   Woodford 
  • SharePoint integration: LINK   Document   Woodford 
  • PIM integration: LINK   Document   Woodford 
  • Google integration: LINK   Document   Woodford 
  • Exchange integration: LINK   Document   Woodford 

Interface

The means by which the user and a computer system interact, in particular the use of input devices and software.

  • ADX Portal web interface integration: LINK   Blog 
  • User Interface & experience: LINK   Webinar 
  • HTML UI and Javascript additions – UI replacement, create Detail items: LINK   Webinar 
  • HTML – UI replacement: LINK   Webinar 
  • New User Interface: LINK   Webinar 
  • New UI: LINK   Document   Woodford 
  • New UI – Hubs: LINK   Document   Woodford 
  • New UI – Flexible forms: LINK   Document   Woodford 

Invoice

A specific CRM entity.

  • Add a new invoice: LINK   Document   Resco Mobile CRM App
  • Edit invoices: LINK   Document   Resco Mobile CRM App
  • View the details of an invoice: LINK   Document   Resco Mobile CRM App
  • Get products from an opportunity to an invoice: LINK   Document   Resco Mobile CRM App
  • Set invoice to paid or canceled: LINK   Document   Resco Mobile CRM App

 

  

J

Javascript

A programming language commonly used in web development.

  • Expanded JavaScript capabilities: LINK   Webinar 
  • JSBridge improvements: LINK   Webinar 
  • Form Rules & Javascript: LINK   Webinar 
  • New JSBridge functions – post save: LINK   Webinar 
  • HTML UI and Javascript additions – UI replacement, create Detail items: LINK   Webinar 
  • JSBridge: LINK   Webinar 
  • Offline HTML and JavaScript: LINK   Document   Woodford 
  • JSBridge Guide: LINK   Document 
  • Javascript Bridge reference: LINK   Document 

 

  

K

Nothing yet (Check back in the future, we’re constantly updating the Glossary)

 

  

L

Label

Description of an item.

  • Version labels of Resco Mobile CRM: LINK   Blog 
  • How to create labels with more information than just a subject: LINK   Blog 

Language and localization

The method of human communication, either spoken or written, consisting of the use of words in a structured and conventional way.

Displayed UI interface in a selected language.

  • Language utilization in Resco Mobile CRM: LINK   Blog 
  • Mutating a language: LINK   Blog 
  • Localization approach for entering the placeholder text: LINK   Blog 
  • Localization of sync errors: LINK   Webinar 
  • Localizations: LINK   Document   Woodford 
  • Form item’s icon and name changes: LINK   Document   Woodford 
  • Setup – Language: LINK   Document   Resco Mobile CRM App

Lead

A specific CRM entity.

  • Leads – Switch to a map view: LINK   Document   Resco Mobile CRM App
  • Add a new lead: LINK   Document   Resco Mobile CRM App
  • Edit leads: LINK   Document   Resco Mobile CRM App
  • Browse the details of a lead: LINK   Document   Resco Mobile CRM App
  • Qualify or disqualify a lead: LINK   Document   Resco Mobile CRM App

License

It typically provides end users with the right to one or more copies of the software without violating copyrights. The license also defines the responsibilities of the parties entering into the license agreement and may impose restrictions on how the software can be used.

  • Making sure that the test organization uses only the predefined number of licenses: LINK   Blog 
  • License assignment: LINK   Blog 

Limitations

Set boundaries for what is possible to do with an item or data.

  • Mobile CRM limits – Performing an application test run: LINK   Blog 
  • Mobile CRM limits: LINK   Blog 

List

Either another name for the Second view tab or a way for the displaying of the set of data.

  • Utilizing Next Wide option on list views: LINK   Blog 
  • Setting up flexible list view design: LINK   Blog 
  • List improvements: LINK   Webinar 
  • Responsive list design: LINK   Webinar 
  • List images: LINK   Webinar 
  • Multiselect, list export: LINK   Webinar 
  • Ability to sort and filter records on a list: LINK   Webinar 
  • Clickable cells on a list: LINK   Webinar 
  • Editable list: LINK   Webinar 
  • Document sources, integration with Dropbox & Google Drive, list of documents, media tab: LINK   Webinar 
  • Lists/Views, changing list background color: LINK   Webinar 
  • Data images on Lists/Views: LINK   Webinar 
  • Images on Lists/Views, Images on Forms: LINK   Webinar 
  • Add new records via lists: LINK   Webinar 
  • Setup – List buttons: LINK   Document   Resco Mobile CRM App
  • View – Editable field (editable list): LINK   Document   Woodford 
  • Responsive View/List: LINK   Document   Woodford 
  • Automatic List/View headers: LINK   Document   Woodford 
  • List/View footer: LINK   Document   Woodford 
  • Form – Additional options for associated lists: LINK   Document   Woodford 
  • List/View picture from Note: LINK   Document   Woodford 
  • Default and Editable List/View Images: LINK   Document   Woodford 

Log

A regular or systematic record of incidents or observations.

  • How to send a log from Resco Mobile CRM App: LINK   Document 
  • How to send a log from Woodford: LINK   Document 

Login

Sign in to the app. Providing credentials for authentication purposes.

  • Multifactor authenticator for Resco Mobile CRM login: LINK   Blog 
  • Custom app login image: LINK   Webinar 
  • Setup – Sync login(Background sync): LINK   Document   Resco Mobile CRM App

 

  

M

Manager

One of user roles.

  • Example of how a manager can see and manage staff and their tasks in the field: LINK   Blog 
  • Mobile device management tools: LINK   Blog 

Map

A diagrammatic representation of an area of land or sea showing physical features, cities, roads, etc.

An interactive map shows your records, like Accounts, Contacts and Leads.

  • Map-related planning capabilities: LINK   Blog 
  • Account filtering according to the map location: LINK   Blog 
  • Map prerequisites: LINK   Webinar 
  • Out-of-the-box map features: LINK   Webinar 
  • Map capable view: LINK   Webinar 
  • Custom map pins: LINK   Webinar 
  • Geocoding: LINK   Webinar 
  • Multiple dashboards, Maps and Calendars with additional functions: LINK   Webinar 
  • Customizable map styles: LINK   Webinar 
  • Initial map position and zoom: LINK   Webinar 
  • Map in Resco Mobile CRM: LINK   Document   Resco Mobile CRM App
  • Enabling the map: LINK   Document   Resco Mobile CRM App
  • Filtering and searching within the map: LINK   Document   Resco Mobile CRM App
  • Current map location: LINK   Document   Resco Mobile CRM App
  • Satellite vs. aerial map view: LINK   Document   Resco Mobile CRM App
  • Accounts – switch to a map view: LINK   Document   Resco Mobile CRM App
  • Contacts – Switch to a map view: LINK   Document   Resco Mobile CRM App
  • Leads – Switch to a map view: LINK   Document   Resco Mobile CRM App
  • Setup – Map and dashboard: LINK   Document   Resco Mobile CRM App
  • Offline maps – Configuration in MAPBOX: LINK   Document 
  • View – Add image, add map pin: LINK   Document   Woodford 
  • Form – Map frame: LINK   Document   Woodford 
  • Global maps: LINK   Document   Woodford 
  • Offline maps: LINK   Document   Woodford 
  • Custom map pins: LINK   Document   Woodford 
  • Appointments on global map: LINK   Document   Woodford 

Memory

Capacity for storing information.

  • Memory limitations of Mobile CRM: LINK   Blog 

Mobile reports

In Mobile reports section, user can create reports, that can be accessed by user in Mobile CRM app and these reports are running directly in Mobile CRM app, and can be running in full offline mode (without access to CRM server), as it uses Mobile CRM data in offline mode. In online mode, it of course uses direct CRM server’s data.

Mobile Reports can be set to run on any CRM entity, for single record, or for group of records (using MultiSelect on View).

  • See also REPORT
  • Setting up reports: LINK   Blog 
  • Resco Mobile Reports: LINK   Webinar 
  • Mobile reports: LINK   Document   Woodford 

Monitor

Displaying of the relevant data.

  • Route Planner’s monitor: LINK   Blog 

Multi-factor

Displaying of the relevant data.

  • See also LOGIN
  • Multi-factor authentication: LINK   Blog 

Municipality

City officials or council members working with a CS solution, mostly handling incident classification and management.

  • City Smart Services for municipalities: LINK   Blog 
  • Resco consumer apps for municipalities: LINK   Blog 

 

  

N

Notes

Specific CRM entity that serves as an attachment storage.

You can find the Notes tab in the bottom panel of an account’s form. Here you can attach notes related to the Account. For example, tap on the photo button in the upper right corner to take a picture or record a video and save it. Or tap on the “+” button in the upper right corner to create a note with a description and attach a signature to it (you can draw on the screen here).

  • Sync of notes and cloud documents: LINK   Webinar 
  • Account’s Notes tab: LINK   Document   Resco Mobile CRM App
  • List/View picture from Note: LINK   Document   Woodford 
  • Edit Form picture from Note: LINK   Document   Woodford 

Notification

A message that is automatically sent to user to tell him there has been activity in an app.

  • Notifications on Home items: LINK   Webinar 
  • Entity Notification Workflow: LINK   Document 

Navigation

The process or activity of accurately ascertaining one’s position and planning and following a route.

  • Navigation (tablets): LINK   Document   Resco Mobile CRM App
  • Navigation (smartphones): LINK   Document   Resco Mobile CRM App

 

  

O

Offline (mode)

The application stores the Dynamics CRM data in the local database of your device. If you don’t have internet connection, you will still be able to access your data. The changes that you make (create new account, edit order, delete contact etc.) will be reflected on your Dynamics CRM server after you synchronize the app.

  • Offline HTML, text editor in Woodford, drag&drop: LINK   Webinar 
  • Data access & Offline HTML: LINK   Webinar 
  • What is Offline HTML: LINK   Webinar 
  • Online mode and Offline mode: LINK   Webinar 
  • Preview offline changes: LINK   Webinar 
  • Online/Offline mode: LINK   Document   Resco Mobile CRM App
  • Offline HTML and JavaScript: LINK   Document   Woodford 
  • Debugging an Offline HTML solution: LINK   Document 

Offline maps

Locally stored maps.

  • Offline maps & call screen for Android: LINK   Webinar 
  • Offline maps (iOS): LINK   Webinar 
  • Offline maps – Configuration in MAPBOX: LINK   Document 
  • Offline maps: LINK   Document   Woodford 

On can execute

On Can Execute rule defines when the command will be available for user. In this rule user specifies in what situation user can see and use the command, so they can hide a command in situation, when the command’s action is not suitable.

  • Form – On can execute examples: LINK   Document   Woodford 

Online (mode)

You always access real-time data from your CRM server. Any change you make (create new account, edit order, delete contact etc.) is instantly reflected on your CRM server as well. Active mobile Internet connection or WiFi is necessary.

  • Scribe Online: LINK   Blog 
  • Online mode and Offline mode: LINK   Webinar 
  • Online/Offline mode: LINK   Document   Resco Mobile CRM App
  • Setup – Online mode: LINK   Document   Resco Mobile CRM App

Opportunity

Specific CRM entity.

  • Add a new opportunity: LINK   Document   Resco Mobile CRM App
  • Edit opportunities: LINK   Document   Resco Mobile CRM App
  • Browse the details of an opportunity: LINK   Document   Resco Mobile CRM App
  • Convert opportunity to won or closed: LINK   Document   Resco Mobile CRM App
  • Get products from an opportunity to an invoice: LINK   Document   Resco Mobile CRM App
  • Get products from an opportunity to an order: LINK   Document   Resco Mobile CRM App
  • Get products from an opportunity to quote draft: LINK   Document   Resco Mobile CRM App

Order

Specific CRM entity and sorting.

  • Add a new order: LINK   Document   Resco Mobile CRM App
  • Edit orders: LINK   Document   Resco Mobile CRM App
  • View details of an order: LINK   Document   Resco Mobile CRM App
  • Get products from an opportunity to an order: LINK   Document   Resco Mobile CRM App
  • Complete an order: LINK   Document   Resco Mobile CRM App

 

  

P

Parent

Record that that serves as a source of data that can be inherited by related/associated records.

  • Not inheriting changes from parent project: LINK   Blog 
  • Parent project and project hierarchy: LINK   Blog 
  • Displaying values from parent entity on a child form: LINK   Blog 

Password

A string of characters that allows access to a computer, interface, or system.

  • Providing an alternative to the password: LINK   Blog 
  • Setup – Save password: LINK   Document   Resco Mobile CRM App

Performance

A task or operation seen in terms of how successfully it is performed.

  • Downloader performance: LINK   Blog 

Phone

A telephone.

  • Expression for adding the phone number: LINK   Blog 
  • Phone contacts import: LINK   Blog 
  • Phone contact integration: LINK   Webinar 
  • Setup – Phone app: LINK   Document   Resco Mobile CRM App

Phone call

Specific CRM entity.

  • Phone call tracking: LINK   Blog 

Placeholder

Placeholder text means, that when a field is empty, it contains a text that gives a hint to users, what to enter there, or some specific instructions. Once user taps on the field to enter data there, the placeholder text is cleared.

  • Using placeholder text for better understanding of what needs to be provided as an input: LINK   Blog 
  • Creating record from lookup, quote revision, placeholder text: LINK   Webinar 
  • Form – Placeholder text: LINK   Document   Woodford 

Planner controller

Planner Controller is a part of the Resco Mobile CRM. It helps the Schedule Manager manage the people working in the field during the day/week, it oversees the free resources and helps to manage their work out of office.

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.

  • Using Planner controller: LINK   Document   Field Service 
  • Planner controller and Field Service: LINK   Document   Woodford 

Plugin

A plug-in module or plug-in software.

  • Plugins (Dyn CRM): LINK   Document   Woodford 

Portal

Data access service.

  • Web portal provided by Adxstudio: LINK   Blog 
  • External (Portal) User project: LINK   Document   Woodford 

Print

To make a copy of by impressing paper against an inked printing surface, to publish in print.

  • How to print from your iPhone, iPad or Android phone/tablet: LINK   Blog 
  • Work with documents in Resco Mobile CRM: LINK   Blog 

Product

Specific CRM entity.

  • View the details of a product: LINK   Document   Resco Mobile CRM App
  • Add or edit products: LINK   Document   Resco Mobile CRM App
  • Get products from an opportunity to an order: LINK   Document   Resco Mobile CRM App
  • Get products from an opportunity to an invoice: LINK   Document   Resco Mobile CRM App
  • Get products from an opportunity to quote draft: LINK   Document   Resco Mobile CRM App

Project

Set of customizations defining RMCRM app.

In the main menu, user can manage the selected project, or create new one using the New button.

  • Restore view of a child project if changes were made by accident: LINK   Blog 
  • What to do when project changes are not reflected in the Resco Mobile CRM app: LINK   Blog 
  • How to utilize project hierarchy in Woodford: LINK   Blog 
  • New project template: LINK   Webinar 
  • Creating a Customization (Mobile Project): LINK   Webinar 
  • Creating a Mobile Project: LINK   Webinar 
  • Mobile Projects: LINK   Document   Woodford 
  • Creating a customization: LINK   Document   Woodford 
  • Publishing a project: LINK   Document   Woodford 
  • External(Portal) User project: LINK   Document   Woodford 

Project hierarchy

User can also set parent/child relation to projects. Child project will inherit all changes to parent project except of the parts changed in the child project directly.

  • Utilizing project hierarchy in Woodford: LINK   Blog 
  • Project hierarchy implementation: LINK   Webinar 
  • Project hierarchy: LINK   Document   Woodford 

Project publishing

A process of making a project available for mobile CRM application customization.

In order to get changes made in a project to apply to Mobile CRM application, user needs to publish the project. Publishing means that the project changes, made until the Publish or Publish All command is clicked, are used to change the looks and functionality of the Mobile CRM application. These changes are applied on Mobile CRM app after its synchronization, performed after publishing the project changes.

  • Publish All Projects button: LINK   Webinar 

 

  

Q

Questionnaire

A set of questions for obtaining statistically useful or personal information from individuals.

  • Attaching Signature to Questionnaire Report: LINK   Blog 
  • Entity Notification Workflow: LINK   Document 
  • Inspection Designer Manual (Questionnaire chapters): LINK   Document 

QR code

A type of 2D bar code that is used to provide easy access to information through a smartphone.

  • QR code for quick login: LINK   Blog 

Quote

Specific CRM entity.

  • Add a new quote: LINK   Document   Resco Mobile CRM App
  • Edit quotes: LINK   Document   Resco Mobile CRM App
  • Browse the details of a quote: LINK   Document   Resco Mobile CRM App
  • Get products from an opportunity to quote draft: LINK   Document   Resco Mobile CRM App
  • Activate a quote: LINK   Document   Resco Mobile CRM App
  • Set a quote to won or closed: LINK   Document   Resco Mobile CRM App

 

  

R

Record

A single item in an entity.

  • Reactivating inactive records: LINK   Blog 
  • Setting up reports: LINK   Blog 
  • Keeping track of record changes: LINK   Blog 
  • Ability to sort and filter records on a list: LINK   Webinar 
  • Creating record from lookup, quote revision, placeholder text: LINK   Webinar 
  • Copy attributes from related record: LINK   Webinar 
  • Add new records via lists: LINK   Webinar 
  • Filtering of records: LINK   Document   Resco Mobile CRM App
  • Searching for records: LINK   Document   Resco Mobile CRM App
  • Setup – Max sync records: LINK   Document   Resco Mobile CRM App
  • Setup – Record quality (iOS only): LINK   Document   Resco Mobile CRM App

Report

Document generated from CRM data.

In Mobile reports section, user can create reports, that can be accessed by user in Mobile CRM app and these reports are running directly in Mobile CRM app, and can be running in full offline mode (without access to CRM server), as it uses Mobile CRM data in offline mode. In online mode, it of course uses direct CRM server’s data.

Mobile Reports can be set to run on any CRM entity, for single record, or for group of records (using MultiSelect on View).

  • Setting up Mobile Report: LINK   Blog 
  • Attaching documents to CRM records: LINK   Blog 
  • Running an SSRS report via Resco Mobile CRM app: LINK   Blog 
  • Attaching Signature to Questionnaire Report: LINK   Blog 
  • Resco Mobile Reports: LINK   Webinar 
  • Offline Reports: LINK   Webinar 
  • Offline Reports – overview: LINK   Webinar 
  • Mobile Reports: LINK   Document   Woodford 

Resolution

The number of pixels (individual points of color) contained on a display monitor, expressed in terms of the number of pixels on the horizontal axis and the number on the vertical axis.

The action of solving a problem or contentious matter.

  • Conflict resolution: LINK   Blog 

Responsive

Adaptive.

In order to use larger screens on tablets (or phones with large screens), it is possible to adjust the view design to be more responsive, i.e. to use the screen more effectively.

  • Responsive list design: LINK   Blog 
  • Next Wide option on list views to efficiently display information across various screen sizes: LINK   Blog 
  • Responsive list design: LINK   Webinar 
  • Responsive View/List: LINK   Document   Woodford 

Route planning

Route planning allows users (or the manager) to use Mobile CRM app to create a daily route.

  • Route Planner: LINK   Blog 
  • Salesforce Route Planning for Sales & Service Field agents: LINK   Blog 
  • Redesigned route planner: LINK   Webinar 
  • Route Plan improvements, selecting fields used for filtering: LINK   Webinar 
  • Route planning events: LINK   Webinar 
  • Route planning – use case in application, Woodford setup: LINK   Webinar 
  • Route planning: LINK   Document   Woodford 

Row script

Set of conditions and steps defining the visual and functional aspect of a view.

Using Woodford, user can change the row’s design. Such as changing of its background or highlighting of specific records.

  • Row scripts for color coding: LINK   Blog 
  • Row scripts: LINK   Document   Woodford 

Rule

Set of conditions and steps defining the visual and functional aspect of a form.

  • Setting up form rules: LINK   Blog 
  • Utilizing form rules to load information from any entity on forms: LINK   Blog 
  • View rule in calendar: LINK   Webinar 
  • Calendar – rules: LINK   Document   Woodford 

 

  

S

Salesforce

A global web-based software and cloud computing company best known for its customer relationship management (CRM) product.

  • Salesforce Route Planning for Sales & Service Field agents: LINK   Blog 
  • Connecting Resco Mobile CRM App to Salesforce: LINK   Document 

SAP

A German software company whose products allow businesses to track customer and business interactions. SAP is especially well-known for its Enterprise Resource Planning (ERP) and data management programs. SAP is an acronym for Systems, Applications and Products.

  • Integration of SAP ERP and Resco Mobile CRM: LINK   Blog 

Scheduler

User (role) managing the schedule of other users, assigning jobs or visits.

  • Scheduler as a part of Resco Inspections: LINK   Blog 
  • Scheduling view: LINK   Document   Field Service 

Scheduling

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.

  • Scheduling system for city officials: LINK   Blog 
  • Scheduling view: LINK   Document   Field Service 
  • WorkOrder schedule colors: LINK   Document   Field Service 
  • Hide/Show weekends, completed and canceled WorkOrder schedules: LINK   Document   Field Service 
  • WorkOrder schedule editing (drag&drop): LINK   Document   Field Service 
  • WorkOrder schedule editing (edit dialog): LINK   Document   Field Service 
  • WorkOrder schedule editing (form): LINK   Document   Field Service 
  • WorkOrder schedule automatization: LINK   Document   Field Service 
  • WorkOrder schedule automatization (manual): LINK   Document   Field Service 
  • WorkOrder schedule automatization (semi-automatic): LINK   Document   Field Service 
  • WorkOrder schedule automatization (automatic): LINK   Document   Field Service 
  • WorkOrder schedule violations: LINK   Document   Field Service 

Scribe

Scribe Online is a cloud-based platform that enables the integration of the applications, data services, systems and databases, including CRM and ERP. By using this platform, SAP ERP has been integrated with Resco Mobile CRM.

  • Scribe Online as a platform housing Resco CRM Connector: LINK   Blog 

Search

To look into or over carefully or thoroughly in an effort to find or discover something.

You can use the search functionality in all entities except for a dashboard view. You can find the search bar at the top of each view (slide downwards for iOS devices or tap the search button represented as magnifying glass icon). Search is dynamic, meaning that the Mobile CRM app will show temporary search results according to the string that you have typed in.

  • Utilizing Global Search: LINK   Blog 
  • Simplified Advanced Find: LINK   Webinar 
  • Customizable search view: LINK   Webinar 
  • Global search: LINK   Webinar 
  • Filtering and searching within the map: LINK   Document   Resco Mobile CRM App
  • Searching for records: LINK   Document   Resco Mobile CRM App
  • Advanced find: LINK   Document   Resco Mobile CRM App
  • View – Edit search: LINK   Document   Resco Mobile CRM App
  • Search view: LINK   Document   Resco Mobile CRM App

Section

Part of an edit form separated by two spacers. (top and bottom).

  • Dynamically displaying fields and sections: LINK   Blog 

Security

Woodford section that shows the list of devices that are synchronized with your CRM and additional information about the State (Ok, Locked, and Wiped), Device ID, Device OS, and Version of the Mobile CRM installed on the device, Lock, Wipe and Force Full Sync checkboxes, User name that was used for the last synchronization and the date of the last synchronization.

  • Introducing another security layer: LINK   Blog 
  • Device security management: LINK   Blog 
  • Enhanced security (TouchID): LINK   Webinar 
  • Security policy: LINK   Webinar 
  • Security roles: LINK   Webinar 
  • Resco Mobile CRM App security guide: LINK   Document 
  • Security: LINK   Document   Woodford 

Server

A computer in a network that is used to provide services (such as access to files or shared peripherals or the routing of e-mail) to other computers in the network.

  • Creating a test organization on the same server that runs the live system: LINK   Blog 
  • CRM server access: LINK   Webinar 
  • Setup – Change server: LINK   Document   Resco Mobile CRM App
  • Integrating external marketing services with Resco Cloud’s Resco CRM Server: LINK   Document 
  • SharePoint integration server side prerequisites (Dynamics CRM): LINK   Document   Woodford 

Service

An act of assistance.

A system supplying a public need such as transport, communications, or utilities such as electricity and water. A public department or organization run by the state.

  • City Smart Services: LINK   Blog 
  • Manage the public service processes: LINK   Blog 
  • Salesforce Route Planning for Sales & Service Field agents: LINK   Blog 
  • Setup – Web service: LINK   Document   Resco Mobile CRM App
  • Resco CRM integration with other back-end systems using web services: LINK   Document 

Settings

Section of Woodford specifying its default behavior.

  • Configuring fingerprint sign-in in settings of the mobile client: LINK   Blog 
  • Settings: LINK   Document   Woodford 

Setup

Setup screen was designed to set up the appearance and functions of the Resco Mobile CRM application.

  • Setup screen, login, Exchange contacts, sync info on Home screen: LINK   Webinar 
  • Setup screen: LINK   Document   Resco Mobile CRM App
  • Setup – Turn on/off standard entities: LINK   Document   Resco Mobile CRM App
  • Setup – Online mode: LINK   Document   Resco Mobile CRM App
  • Setup – Auto sync: LINK   Document   Resco Mobile CRM App
  • Setup – Call import (Android only): LINK   Document   Resco Mobile CRM App
  • Setup – Map and dashboard: LINK   Document   Resco Mobile CRM App
  • Setup – List Buttons: LINK   Document   Resco Mobile CRM App
  • Setup – Max attachment size: LINK   Document   Resco Mobile CRM App
  • Setup – Max sync records: LINK   Document   Resco Mobile CRM App
  • Setup – Sync login (Background sync): LINK   Document   Resco Mobile CRM App
  • Setup – Save password: LINK   Document   Resco Mobile CRM App
  • Setup – Use CRM email: LINK   Document   Resco Mobile CRM App
  • Setup – Use reminders: LINK   Document   Resco Mobile CRM App
  • Setup – Language: LINK   Document   Resco Mobile CRM App
  • Setup – Phone app: LINK   Document   Resco Mobile CRM App
  • Setup – Display density (Android only): LINK   Document   Resco Mobile CRM App
  • Setup – Private views: LINK   Document   Resco Mobile CRM App
  • Setup – Change server: LINK   Document   Resco Mobile CRM App
  • Setup – Delete data: LINK   Document   Resco Mobile CRM App
  • Setup – Home realm: LINK   Document   Resco Mobile CRM App
  • Setup – Web service: LINK   Document   Resco Mobile CRM App
  • Setup – Max image size (iOS only): LINK   Document   Resco Mobile CRM App
  • Setup – Record quality (iOS only): LINK   Document   Resco Mobile CRM App
  • Setup – Private calendars: LINK   Document   Resco Mobile CRM App

Shared variable

Specific value that can be used across the whole edit form (rules, command rules, JavaScript).

  • Using shared variables to dynamically show/hide fields and sections: LINK   Blog 
  • Using shared variables to dynamically show/hide fields: LINK   Blog 
  • Extended form rules – Load fetch, shared variables, reload list/IFrame: LINK   Webinar 

SharePoint

SharePoint is a web-based, collaborative platform that integrates with Microsoft Office.

  • SharePoint integration: LINK   Webinar 
  • Documents on DropBox, Google Drive and SharePoint: LINK   Document   Woodford 
  • SharePoint integration server side prerequisites (Dynamics CRM): LINK   Document   Woodford 
  • SharePoint integration: LINK   Document   Woodford 

Signature

A person’s name written in a distinctive way as a form of identification in authorizing a cheque or document or concluding a letter.

  • Capturing a signature in Resco Mobile CRM: LINK   Blog 
  • Attaching Signature to Questionnaire Report: LINK   Blog 
  • Email viewing, editing & tracking, signature, emails for tracked entities: LINK   Webinar 
  • Universign support: LINK   Webinar 

Skype

Skype is a voice over Internet Protocol (VoIP) software application used for voice, video and instant messaging communications. Skype software allows user to make calls, video calls or engage in chat over the Internet. Unlike other similar services, Skype calls use peer-to-peer technology rather than the client-server system.

  • Using Skype for calls: LINK   Blog 

Storage

A process through which digital data is saved within a data storage device by means of computing technology. Storage is a mechanism that enables a computer to retain data, either temporarily or permanently.

Storage may also be referred to as computer data storage or electronic data storage.

  • Document storage and safety: LINK   Blog 
  • Mobile CRM data storage: LINK   Blog 

Styles

Set of functional and visual field settings.

It is possible to change or add a style using the Edit Styles button on the Toolbar.

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: LINK   Webinar 
  • View style editor: LINK   Document   Woodford 
  • Changing style on view dynamically: LINK   Document   Woodford 
  • Form style editor: LINK   Document   Woodford 

Synchronization

  • Resolving sync conflicts: LINK   Blog 
  • When changes aren’t applied after synchronization: LINK   Blog 
  • Synchronization – deep dive: LINK   Blog 
  • Setup screen, login, Exchange contacts, sync info on Home screen: LINK   Webinar 
  • Synchronization filters: LINK   Webinar 
  • Incremental sync filter LINK   Webinar 
  • How to synchronize a device: LINK   Document   Resco Mobile CRM App
  • Sync troubleshooting: LINK   Document   Resco Mobile CRM App
  • Setup – Auto sync: LINK   Document   Resco Mobile CRM App
  • Setup – Max sync records: LINK   Document   Resco Mobile CRM App
  • Setup – Sync login (Background sync): LINK   Document   Resco Mobile CRM App
  • Synchronization Guide for Resco Mobile CRM App: LINK   Document 
  • Resco CRM Sync guide: LINK   Document 
  • Resco CRM Sync (Dyn CRM): LINK   Document   Woodford 
  • Setting up a sync filter: LINK   Document   Woodford 
  • Linked sync filters (Dyn CRM): LINK   Document   Woodford 
  • External document sync filter options: LINK   Document   Woodford 
  • Fine-tuning the sync downloader: LINK   Document 

Sync login

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): LINK   Document   Resco Mobile CRM App

 

  

T

Task

Specific CRM entity or duty.

  • Managing staff tasks: LINK   Blog 

Technician

User (role) performing a service job (maintenance, repair, inspection) and tracking the progress in mobile app.

  • Mobile app for contractors/service technicians: LINK   Blog 

Template

Template defines, whether user wants to use the Default project, the app like the Out-Of-The-Box-One, to start customizing, or an extended version, where a lot of additional features are already implemented.

  • New project template: LINK   Webinar 

Testing

The process or method of finding error/s in a software application or program so that the application functions according to the end user’s requirement is called software testing.

  • Performing an application test run: LINK   Blog 
  • How to create a copy of your production CRM database for testing: LINK   Blog 

Tracking

The act or process of following something or someone.

  • Tracking the employee’s activities: LINK   Blog 
  • Phone call tracking: LINK   Blog 
  • Sending tracked emails: LINK   Blog 
  • Email viewing, editing & tracking, signature, emails for tracked entities: LINK   Webinar 

Troubleshooting

A systematic approach to problem solving that is often used to find and correct issues with complex machines, electronics, computers and software systems.

  • What to do when project changes are not reflected in the Resco Mobile CRM app: LINK   Blog 
  • Sync troubleshooting: LINK   Document   Resco Mobile CRM App

 

  

U

Update

Process of installing the latest version.

  • New version update numbering: LINK   Blog 

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.

  • Boosting user experience: LINK   Blog 
  • Keeping track of the changes made by external users: LINK   Blog 
  • User licenses: LINK   Blog 
  • User management, encryption: LINK   Webinar 
  • New User Interface: LINK   Webinar 
  • Mobile Users: LINK   Document   Woodford 
  • External (Portal) User project: LINK   Document   Woodford 

 

  

V

Validate

Demonstrate or support the truth or value of.

  • Use regular expressions in form rules to validate field input: LINK   Blog 
  • Editable lists validation: LINK   Webinar 
  • Error messages/Validation: LINK   Webinar 

Variable

A characteristic, number, or quantity that increases or decreases over time, or takes different values in different situations.

Two basic types are Independent variable: that can take different values and can cause corresponding changes in other variables, and Dependent variable: that can take different values only in response to an independent variable.

  • Data and used variables for mobile report: LINK   Blog 

Verification

The process of establishing the truth, accuracy, or validity of something.

  • Verification by using a signature: LINK   Blog 

Version

In the About screen you can check which app version you are currently using.

  • Version number: LINK   Blog 

View

Definition of a way to display CRM records to user.

  • Picking views to search through: LINK   Blog 
  • Utilize Next Wide option on list views: LINK   Blog 
  • Calendar views and labels: LINK   Blog 
  • Document viewing: LINK   Blog 
  • Setting up flexible list view designs: LINK   Blog 
  • Changing the names of views: LINK   Blog 
  • Adding a new custom entity, enabling a field, creating a view and new edit form: LINK   Webinar 
  • Map capable view: LINK   Webinar 
  • Lists/Views, changing list background color: LINK   Webinar 
  • Configuration of associated views: LINK   Webinar 
  • View Rule in Calendar: LINK   Webinar 
  • Flexible Forms in Woodford, Views: LINK   Webinar 
  • Creating a new custom entity, Enabling of the fields, Creating a view: LINK   Webinar 
  • Additional filter for associated views and lookup fields: LINK   Webinar 
  • Data images on Lists/Views: LINK   Webinar 
  • Images on Lists/Views, Images on forms: LINK   Webinar 
  • Satellite vs. aerial map view: LINK   Document   Resco Mobile CRM App
  • Switch calendar views: LINK   Document   Resco Mobile CRM App
  • Accounts – switch to a map view: LINK   Document   Resco Mobile CRM App
  • View the account details: LINK   Document   Resco Mobile CRM App
  • Contacts – Switch to a map view: LINK   Document   Resco Mobile CRM App
  • View the contact details: LINK   Document   Resco Mobile CRM App
  • Leads – Switch to a map view: LINK   Document   Resco Mobile CRM App
  • View the details of an order: LINK   Document   Resco Mobile CRM App
  • View the details of an invoice: LINK   Document   Resco Mobile CRM App
  • View the details of a product: LINK   Document   Resco Mobile CRM App
  • View the details of a case: LINK   Document   Resco Mobile CRM App
  • Setup – Private views: LINK   Document   Resco Mobile CRM App
  • Scheduling view: LINK   Document   Field Service 
  • Day view: LINK   Document   Field Service 
  • Week view: LINK   Document   Field Service 
  • Views: LINK   Document   Woodford 
  • Creating a public view: LINK   Document   Woodford 
  • View binding: LINK   Document   Woodford 
  • View style editor: LINK   Document   Woodford 
  • Additional view configuration: LINK   Document   Woodford 
  • View – Buttons: LINK   Document   Woodford 
  • View – Edit filter: LINK   Document   Woodford 
  • View – Edit sort: LINK   Document   Woodford 
  • View – Edit search: LINK   Document   Woodford 
  • View – Multiselect: LINK   Document   Woodford 
  • View – Add image, add map pin: LINK   Document   Woodford 
  • View – Sort fields and filter fields: LINK   Document   Woodford 
  • View – Date fields: LINK   Document   Woodford 
  • Multiple views: LINK   Document   Woodford 
  • Advanced view features: LINK   Document   Woodford 
  • Changing style on view dynamically: LINK   Document   Woodford 
  • View – Editable field (editable list): LINK   Document   Woodford 
  • View – Clickable field: LINK   Document   Woodford 
  • View – Iframe: LINK   Document   Woodford 
  • Search view: LINK   Document   Woodford 
  • Responsive View/List: LINK   Document   Woodford 
  • Automatic List/View headers: LINK   Document   Woodford 
  • List/View footer: LINK   Document   Woodford 
  • Calendar – Views: LINK   Document   Woodford 
  • List/View picture from Note: LINK   Document   Woodford 
  • Default and editable List/View images: LINK   Document   Woodford 
  • Entity image on View: LINK   Document   Woodford 

 

  

W

Web

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: LINK   Blog 
  • Setup – Web service: LINK   Document   Resco Mobile CRM App
  • Resco CRM integration with other back-end systems using web services: LINK   Document 

Woodford

Essential part of Resco Mobile CRM solution used as customization, user management and device management tool.

  • Using Woodford to add search bar: LINK   Blog 
  • Reactivating records in Woodford: LINK   Blog 
  • Restoring the view of a child project in Woodford: LINK   Blog 
  • Setting up Next Wide option in Woodford: LINK   Blog 
  • Setting up form rules in Woodford to make fields required: LINK   Blog 
  • Setting up mobile reports in Woodford: LINK   Blog 
  • Creating flexible view designs in Woodford: LINK   Blog 
  • Configuring customized Mobile CRM dashboards for various user roles in Woodford: LINK   Blog 
  • Choosing from 16 languages in Woodford: LINK   Blog 
  • Changing Save button functionality in Woodford: LINK   Blog 
  • Utilizing project hierarchy in Woodford: LINK   Blog 
  • Mobile license assignment in Woodford: LINK   Blog 
  • Offline HTML, text editor in Woodford, drag&drop: LINK   Webinar 
  • Introduction to Woodford: LINK   Webinar 
  • Creating a Customization (Mobile Project): LINK   Webinar 
  • Adding a new custom entity, enabling a field, creating a view and new edit form: LINK   Webinar 
  • Synchronization filters: LINK   Webinar 
  • Flexible Forms in Woodford, Views: LINK   Webinar 
  • Introduction to Woodford, standalone, managed solution: LINK   Webinar 
  • Creating a Mobile Project: LINK   Webinar 
  • Creating a new custom entity, Enabling of the Fields, Creating a View: LINK   Webinar 
  • Online mode and Offline mode: LINK   Webinar 
  • Security roles: LINK   Webinar 

WorkOrder

Specific CRM entity.

  • WorkOrder schedule colors: LINK   Document   Field Service 
  • Hide/Show weekends, completed and canceled WorkOrder schedules: LINK   Document   Field Service 
  • WorkOrder schedule editing (drag&drop): LINK   Document   Field Service 
  • WorkOrder schedule editing (edit dialog): LINK   Document   Field Service 
  • WorkOrder schedule editing (form): LINK   Document   Field Service 
  • WorkOrder schedule automatization: LINK   Document   Field Service 
  • WorkOrder schedule automatization (manual): LINK   Document   Field Service 
  • WorkOrder schedule automatization (semi-automatic): LINK   Document   Field Service 
  • WorkOrder schedule automatization (automatic): LINK   Document   Field Service 
  • WorkOrder schedule violations: LINK   Document   Field Service 

 

  

X

XML

A metalanguage which allows users to define their own customized markup languages, especially in order to display documents on the Internet.

  • FetchXML: LINK   Blog 

 

  

Y

Nothing yet (Check back in the future, we’re constantly updating the Glossary)

 

  

Z

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