To fast-track solving any unexpected issue, relevant information is essential. For our support team, it usually comes from a log file that you can send from both the Resco Mobile CRM app and the Woodford configurator.
But why send a log? Isn’t the error message enough? Well, log contains much more information than an error message. Continue reading
“Which version of the Resco Mobile CRM application should I use? And while we’re at it, what do the digits separated by the dots stand for?” These are also the questions Resco’s support team receive from time to time, both from customers and partners. So what can the numbers in the version label actually tell you? Continue reading
In this example we’ll take a look at a situation when you don’t want the Resco Mobile CRM app to save changes the user makes to a record, unless there is other particular data associated with it.
Ever noticed that the behavior of the Save button in Resco Mobile CRM can vary? And did you know, you can choose from multiple Save button actions for the entire app and even individually for each form? Continue reading
Resco Mobile CRM speaks your language – you can choose from 40 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. Continue reading
Did you know that you can easily set your Resco Mobile CRM application to expand or hide individual fields or a whole section of fields? This handy little feature will help you achieve a clutter-free user interface, as the fields will appear only when needed. Continue reading
You might have encountered the following situation: You’ve created a mobile project in Woodford, but the changes are not applied to the Mobile CRM application when a user synchronizes it. So what can you do? Should the app misbehave like this? Continue reading
This example represents a situation, in which you want to display values from parent entity on a child form.
Your sales people want to see, let’s say the relationship type of an Account on a Contact form. To see if the person they are talking to is already a customer or still a prospect.
Or they want to see the City of the parent Account whenever they open an Opportunity – to find out if they can pay the prospect a visit while they’re in town.
Ultimately, you’re going to save yourself clicks and avoid confusions by having it all in one place. Continue reading
“I see fields as “Unknown” when in the offline mode. Why is this? And how can I correct this?”
Unknown means that the information is not available in the offline mode; i.e. records are not stored in the local database of the phone/tablet. Continue reading
Resco Mobile CRM Woodford customizations (a.k.a. mobile projects) are stored as Note attachments to resco_mobileproject’s records on Dynamics CRM server (more on this here).
Therefore, be careful when doing a bulk delete of your Notes!
You might also delete your mobile projects. Continue reading