Setup: Difference between revisions
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== Network == | == Network == | ||
* Online | |||
* Auto Sync | === Online Mode === | ||
* Sync Login | Select when should online mode be used: | ||
* Always – app runs always in online mode | |||
* WiFi Only – app runs in online mode when the device is connected to internet via WiFi | |||
* Manual – user can switch between Online and Offline mode manually | |||
* Never – online mode is always switched off | |||
=== Auto Sync === | |||
Select when to run [[automatic synchronization]] | |||
* Never – auto synchronization is turned off | |||
* On Start – app syncs automatically at the start of the app | |||
* On Change – every time the user modifies something, the app will automatically sync the change | |||
* On Start & Change – combination of both | |||
=== Sync Login === | |||
When disabled, the synchronization window is not displayed when sync your app. The app performs synchronization in the background; you can continue using your app even while it synchronizes with your CRM server. | |||
=== Save Password === | |||
On – app does not require the login information each time it is launched. | |||
Off – after restarting the app, you only fill in the password (if the user name stays the same) or all info (if the user name has changed). | |||
== Appearance == | == Appearance == | ||
Revision as of 13:10, 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
- SharePoint
- Exchange
- Dropbox
- OneDrive
- Box
- DocuSign
Network
Online Mode
Select when should online mode be used:
- Always – app runs always in online mode
- WiFi Only – app runs in online mode when the device is connected to internet via WiFi
- Manual – user can switch between Online and Offline mode manually
- Never – online mode is always switched off
Auto Sync
Select when to run automatic synchronization
- Never – auto synchronization is turned off
- On Start – app syncs automatically at the start of the app
- On Change – every time the user modifies something, the app will automatically sync the change
- On Start & Change – combination of both
Sync Login
When disabled, the synchronization window is not displayed when sync your app. The app performs synchronization in the background; you can continue using your app even while it synchronizes with your CRM server.
Save Password
On – app does not require the login information each time it is launched. Off – after restarting the app, you only fill in the password (if the user name stays the same) or all info (if the user name has changed).
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