Quick tip: How to send a log from the Resco Mobile CRM app and Woodford

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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

Quick Tip: What does the Resco Mobile CRM version number tell you?

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“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

Utilizing form rules to load information from any entity on forms: E.g. save changes only when specific data is associated

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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.

When can this be useful?

Continue reading

How to set up Save button actions for Resco Mobile CRM

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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

How to utilize language localization in Resco Mobile CRM

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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

How to dynamically show/hide fields & sections in the Resco Mobile CRM application?

how to show or hide fields and sections in Resco Mobile CRM

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

What to do when project changes are not reflected in the Resco Mobile CRM app?

What to do when project changes are not reflected

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

Show info from parent on a child form: E.g. see the relationship type of the Account whenever you open up a Contact

Show info from parent on a child form in Resco Mobile CRM

This example represents a situation, in which you want to display values from parent entity on a child form.

How can this be useful?

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

Resco Mobile CRM shows ‘Unknown’ fields in the offline mode. How can I fix this?

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 “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

Be careful what you delete; it might not come back

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