Setup: Difference between revisions

Revision as of 13:04, 31 October 2019

Users of Resco Mobile CRM and other Resco mobile apps can configure some aspects of the mobile app. This configuration is usually available from the home screen by tapping Setup.

Your Woodford administrator can make some of the parameters unavailable in the app (using Configuration), or even remove the Setup item from the menu.

The configuration parameters are organized into multiple sections. Modify them as needed and tap the save icon in the top right corner. Restart the application to make the changes active.

Accounts

CRM
Google
SharePoint
Exchange
Dropbox
OneDrive
Box
DocuSign

Network

Online Mode
Auto Sync
Sync Login
Save Password

Appearance

Language
New Form UI
Private Views
Max Image Size
Record Quality
List Buttons
Map
Dashboard
Change List
Design Dashboards
Private Charts
AutoFormGrid

PIM

Send Invites
Use Reminders
Send Email Via
HTML Emails
Signature
Exchange Folder
Show Images
Mark Email Read

Advanced

Home Realm
ADFS Username
UseSystemOAuth
Web Service
Delete Data
Max Attachment Size
Max Sync Records
Diag. Sync Log
Entity
AppFolder
Client Certificate
PinnedCertificates

@@ Line 3: / Line 3: @@
 Your [[Woodford]] administrator can make some of the parameters unavailable in the app (using [[Configuration]]), or even [[Home_screen#Editing_home|remove]] the Setup item from the menu.
-The configuration parameters are organized into multiple sections. Modify them as needed and tap the save icon in the top right corner.
+The configuration parameters are organized into multiple sections. Modify them as needed and tap the save icon in the top right corner. Restart the application to make the changes active.
 == Accounts ==