Table of contents

I. About

1. Glossary
2. Frequently asked questions
3. Salesforce frequently asked questions

II. Core concepts

1. Resco Mobile CRM platform
2. Data model
3. Security model
   • Backend security considerations
   • Client and server communication
   • Enterprise security
   • Resco licensing service
4. Synchronization
   • Automatic synchronization
   • Synchronization steps
   • Shared records
   • Synchronization troubleshooting
   • Sync Filter
     • Sync Filter examples
     • Sync Filter examples with linked entities
     • Sync Filter examples with child entities
     • Sync Filter examples with lookups
     • Sync Filter and incremental sync
   • Advanced sync setup
   • Document filters
   • API calls
5. User interface components
6. Business logic
7. FetchXML

III. Woodford

1. Introduction
2. App projects
   • Publishing app projects
   • Home screen
   • View
     • Row script
     • Private view
     • Filtered lookup
     • Filter editor
   • Form
     • Command editor
     • Flexible form
     • Process
     • Timeline
   • Tree view
   • Hub
   • Dashboard
   • Social
     • Chat
   • Global map
   • Offline HTML
   • Calendar
   • Events and reminders
   • Configuration
     • Duplicate detection
3. Device control
4. Mobile users
5. Rules editor
   • Formatting strings in rules
   • Execute JavaScript from rules
6. Style editor
7. Images
   • Image examples
8. Localizations
   • Localization examples
9. Entities
   • Metadata changes in live projects
10. Branding
11. Theme
12. Custom mobile apps
    • Enterprise deployment on iOS
13. Geocoding
14. Location tracking
15. Plugins
16. Maintenance
17. Business Process Flow
18. Auditing
19. Settings
20. Profile
21. About
22. Resco CRM sync
23. GitHub integration
24. Documents
25. Exchange
26. Google
27. Communication with external applications
28. Power BI
29. Integration with marketing services
30. Entity notification workflow
31. Barcode scanning
32. AI Image Recognition
33. Adobe XD plug-in

IV. Resco Mobile CRM

1. Introduction
2. Connecting to CRM
3. Favorites
4. Setup
5. Online versus Offline
6. Voice control
7. List of supported languages
8. List of supported document formats
9. Email integration
10. Command line options
11. Resco Mobile CRM security
12. Locked application
13. Resco Mobile CRM on HoloLens
14. NFC

V. Resco Cloud

1. Introduction
2. Admin Console
3. Server processes
4. Plug-in assemblies
5. Resco CRM Connector
6. Power Automate
7. Questionnaire Designer
8. Report Designer
9. Sync Dashboard
10. Integration with marketing services
11. Resco Cloud on premises

VI. Resco Routes

1. Introduction
2. Resco Routes (app)
3. Location Monitor
4. Schedule Board
   • Schedule Board examples

VII. Resco Inspections

1. Introduction
2. Manager's experience
3. Questionnaire Designer
   • Questionnaire Designer examples
   • ‎Adding questionnaires to app projects
4. Report Designer
   • Report Designer examples
   • ‎Mobile reports for Resco Inspections
5. Schedule Board
6. Resco Inspections (app)
7. Inspections (Woodford configuration)
8. Automatic Dashboard
9. Results Viewer
10. Smartwatch integration
11. Houston video calls
12. Questionnaire OData service
13. Zebra
14. How to use a template from the Resco Template Library

IX. Dynamics specific information

1. Overview
2. Upgrading Microsoft Dynamics
3. Resco CRM sync
4. Business Process Flow
5. Plugins
6. Maintenance
7. Resco Inspections on Dynamics 365

X. Salesforce specific information

1. Overview
2. Getting started with Salesforce
3. Salesforce FAQ
4. Salesforce trial
5. Resco managed package
6. Resco for Salesforce
7. Resco for Salesforce resources
8. Salesforce object blacklist

XI. Support

1. First level support
2. Releases
3. Release notes
4. Send log
5. Log files
6. Locked application
7. Conflict resolution
8. Change List
9. Fiddler
10. XrmToolBox
11. Metadata changes in live projects
12. Best practices for upgrading Resco software
13. Upgrading Microsoft Dynamics

XII. Resco JavaScript Bridge

1. Resco JavaScript Bridge
2. Debugging offline HTML
3. Offline HTML
4. Execute JavaScript from rules