How to utilize language localization in Resco Mobile CRM

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Resco Mobile CRM speaks your language – you can choose from 16 default languages  in the application’s Setup section and even add new ones via the Woodford configurator. But localization can be used not only to completely translate Mobile CRM texts to another language, but also to modify existing items – so that users are instantly familiar and comfortable with the app. Because, just as people, different organizations use different vocabulary, and the same thing can have various names across multiple businesses.

Customized names and subtitles can significantly simplify the app usage, helping to guide the user through a particular process and thus, further reduce the need for extensive training. Therefore, today we’ll take a look at how you can change the default names of Home items and views in Resco Mobile CRM to reflect your company’s terminology.

Re-naming Home items (and adding custom icons)

If you’d like to change the name (and/or the subtitle) of an item on the app’s Home menu, you have to rename that item to a string which is unique and one-worded. Then, from the Localizations section, you can give it a custom title and subtitle, both of which may contain more than one word.

Imagine that you want to re-name the “Account” entity:

1. In the Woodford configurator, rename the Home item to a one-word string. In this scenario, we used “Account” entity and changed its name to “CustomAccount”. The original item name will still be displayed next to the new one in Woodford:

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2. Go to the Localizations section of the mobile project, and hit the “Add String” button. The Id will be “HomeTitle.CustomizedNameOfTheEntityFromStep1”, which in our case is “HomeTitle.CustomAccount”. For the String field, type in the text you want displayed in the app. The same principle applies for the entity’s subtitle, which will be “HomeSubtitle.CustomAccount” if you would like also change the entity’s subtitle as well:

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3. The result should appear in Woodford and the app (after you publish the project), as shown on the screenshots below:

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4. If you also want to replace the Home item’s icon, go to the Images section of the mobile project, click “Add Image” and set Directory to Home. The Name field needs to be set to the name of the item to which you want to add the new icon – in our example it’s “CustomAccount”, as pictured below:

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Changing the names of views

It is recommended to use one-word names for views and not change them once created & used, since they are utilized as a reference in the mobile project. If you have views which have multiple-word names or want to modify an existing one-word view name, you can change them. However, after you change the view name, the application will still try to use the previous name, unless you change it also in the following parts of your mobile project (otherwise, when publishing you will receive validation errors):

  • Home items – list of allowed views
  • Lookup fields– list of allowed views
  • Associated tabs– list of allowed views
  • Global map– list of allowed views
  • Calendar– list of allowed views (only for activity entity views)
  • Route Plans– list of allowed views (only for activity entity views)

In view names, you also can not use special characters like /, \, %, #, &, *, <, >, ?, |, “, +, :, {, }. If you want to change a view name to contain multiple words and/or the disabled characters, use Localization to re-name the view.

1. Let’s say we want to re-name a view called RedmondAccounts (see below):

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2. Open the Localization section and select the language for which you want to change the view name. There, navigate to the section Customized App UI, the name of the entity where the view is (in our case “Account”), select Views and then find the view you’d like to rename.

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3. Modifying the text in the Project column will change the name of the view displayed in the app.

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These are two prime examples of the use of Localization in the Resco Mobile CRM app. However, the Localization possibilities run even deeper. You can localize the entire application – from entity hubs, through view buttons, to form commands. If you’re curious about how to make those changes and more, the Complete Localization Guide for Resco Mobile CRM is coming soon. And in case you can’t wait, you can always ask us at mobilecrm@resco.net.

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