Configuration

You can use Woodford to set up some of the default settings of the Resco Mobile CRM app remotely. You can also prohibit users from modifying the settings. Edit an app project and select Configuration from the Project menu.

The list of parameters is divided into several groups. You can expand and collapse each group by clicking its header row.

User Experience
Data
Synchronization
Security
Online Mode
PIM/Email
Accounts

Each row represents a configuration parameter.

It is identified by a name, a description, and the default value - you cannot change these.
Use the Value column to modify configuration. All changed options are displayed bold.
Optionally, use the Lock checkbox to allow or disallow app users to override the setting in the app. If you lock a setting, the option actually disappears from the Setup section of the mobile app.

You can also configure Sync Config and Blob Filter from this screen.

Detecting duplicates (Microsoft Dynamics)

The parameter Duplicate Detection controls whether to use duplicate detection when creating a new record. The purpose of Duplicate detection is to discover duplicate records, such as:

Accounts using the same name
Contacts using the same e-mail address

Duplicate detection rules are to be set on the CRM server (for more info, go to LINK). Mobile CRM application does not create any rules on its own; it may be directed to make use of the CRM server rules.

If you do so, then whenever an entity record is saved, this record is compared against the existing records to find the possible duplicates. If there are any, MobileCRM application displays a warning and users get a chance to edit the data.

Disabled: Duplicates are not detected.

Enabled: If MobileCRM is in offline mode: The local database is checked for duplicates by using the local rules. (Duplicate detection is stored in system entities duplicaterule and duplicaterulecondition. These entities physically contain the duplicate detection rules. They are originally stored on the server (server rules), but once enabled, the synchronization will copy the rules to the local database thus creating the local rules.); If MobileCRM is in the online mode: The server database is checked for duplicates by using the server rules.

AlwaysOnline: Even if the Mobile CRM app is set to offline mode, the server database is used when looking for duplicates.

Note	Make sure that the Sync Filter does not exclude rules that are needed for the duplicate detection. Also, do not disable these entities in Woodford.