Resco Mobile CRM Woodford Quick Guide D Document version

Transcription

1 Resco Mobile CRM Woodford Quick Guide D Document version Resco.net

2 So, you have tried Resco Mobile CRM app and you liked it? But you would like to make changes to it (like import additional fields, entities or business logic), right? Then this is the right place to start: To start customizing the app, you ll need a tool that is called Woodford. With Woodford you can change the application s functionality and appearance. 1. What is Woodford? Running Woodford A Mobile Project A customization of the Mobile CRM application Mobile Project s Properties Enable an Entity Enable Fields Create a View Create a Form Add items to Home section Publishing a project Advanced Customizations Visual Glossary... 13

3 1. What is Woodford? Woodford is an application that enables you to create customizations of the app, manage licenses and mobile devices. How does it work? Start Woodford and connect to the CRM server. Create a mobile project (customization the way you want the Mobile CRM application look and work). Once you save the changes you make, these are saved on the CRM server in custom Resco entities, which are created at the first start of Woodford. When you publish the project, the customization becomes active and available to be downloaded to Mobile CRM application. When Mobile CRM application synchronizes with the CRM server, it downloads the project, available for the user s security role and downloads/uploads CRM data. 2. Running Woodford First, you need to download/install Woodford. You can get Woodford here: Tip: Details about the installation process and difference between the standalone and imported solution are described in detail in the Woodford guide. To log in, fill in the URL of your server, your username and password. Woodford will connect directly to your server and automatically create custom entities on it, so whenever the application connects to the server, it will recognize the customizations made in Woodford.

4 Note: To be able to install Woodford, you need a system administrator role. To work with Woodford (create customizations, manages users...), you need either a system admin or a system customizer role. 3. A Mobile Project A customization of the Mobile CRM application A mobile project contains all customizations of the Mobile CRM application. This is where you can add/remove/change fields, entities, views, forms, etc. Open Woodford n the section Mobile ro ects clic on button ew

5 3.1 Mobile Project s Properties Type: For internal CRM users, set the pro ect s type to Standard User. Name the project however you d li e (As you can create more projects, the name will later help you identify them). Priority: When more projects for the same security role are created, the one with a higher priority is used. For example, if you create two mobile pro ects for a role Salesperson, one with the priority number 10 and second with 100, the second one will be used when the application synchronizes (since it has a higher priority number). Note: The same principle applies when a user has multiple security roles assigned and there are mobile projects created for these roles. Security role: Select the security role(s) for which you want to create the mobile project. You can create different mobile versions (projects) for different users based on their CRM role.

6 To start customizing the app, double click on the project to open it (or select the project and click on Edit). Tip: For more information about Woodford s Administration options, please check Woodford guide. 3.2 Enable an Entity You can see a list of entities that are on your CRM server on the left side, in section Entities. By default, only the main sales entities are enabled, the rest are disabled (enabled means that the entity can be used and its data viewed in Mobile CRM application). To enable a disabled entity, select the entity and click on Enable button. When an entity is enabled, you can expand the options available for this entity either by double clicking on the entity name or by clicking on the arrow next to the entity name.

7 Tip: More entity options are described in Woodford guide. 3.3 Enable Fields For enabled entities, you can define which fields will be available in the app. Tip: To learn more about field option, permissions, formatting, check the full Woodford guide. 3.4 Create a View To create a view (or see a list of existing views), click on Views under entity options. To create a new view, click on New. Type select ublic iew. Choose a template (shows the number of fields on the view, you can add more fields later on when designing the view).

8 To add a field to a view, just drag and drop it from the Fields Explorer (list on the right side) onto the Designer. To change a field to a different one, double-click on it. Tip: For more options on Views, please refer to the Woodford guide. Once you re done editing the view, hit Save & Close. 3.5 Create a Form On a form, you can:

9 Display and edit record s fields, View records, which are related to the record Show special tabs; such as iframe, Map, Media tab (signature, photo capturing, attachments ) There are 2 types of forms: Contact Information Form and Edit Form. Contact Information Form allows displaying of fields and associated records. Edit Form is what you know from your CRM, i.e. the form, where you can enter and edit data. If you want to use only the Edit Form, you can simply delete the Contact Information Form from the entity. Clic on the Designer area, to see the list of available fields in the Field Explorer section. Select the Add Field button on the toolbar, double click on the field in the Field Explorer, or drag & drop a field to place it on the form.

10 To add a list of related records, click on the tab area. Then double click on the List that you d li e to add on the form. Once you finish editing the form, Save & Close it. Tip: For more Forms options, please refer to the Woodford guide.

11 3.6 Add items to Home section To be able to access newly enabled entity from the home screen of the app, you need to place it on the Home item. All you need to do is to drag and drop the entity from Available Items section to Home section. You can also rearrange the order of items. Don t forget to save the changes you ve ust made. Tip: To learn more about Home possibilities, please refer to the Woodford guide. 3.7 Publishing a project Once you re finished making your changes, publish the project. This will upload the project to a custom entity on the CRM server and when a user synchronizes Mobile CRM app, the app will download the customization as well as the data.

12 When a mobile project is published, at the first synchronization of the Mobile CRM app after publish, the message Application was updated is shown. f it is not, most li ely the user s role does not match the role for which the mobile project was created. If you experience any difficulties, errors or crashes, contact us for help. Ideally by sending a Log from Mobile CRM app s About section.

13 4 Advanced Customizations If you want to continue customizing Mobile CRM application (move onto more advanced topics), please proceed to the Woodford Guide (

14 5 Visual Glossary