How to set up and utilize Global Search in Resco Mobile CRM

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The Winter release of Resco’s mobile client (version 10.3+) brought a few new features together with the possibility to perform global searching. Continue reading

Access the Resco mobile client effortlessly with your fingerprint

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To avoid typing in the password every time you launch the app, you can use fingerprint scanning to access your Resco Mobile CRM fast and securely. But do you know how to set it up on your iOS or Android device? Continue reading

Use regular expressions in form rules to validate field input in Resco Mobile CRM

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Make sure your team won’t enter incorrect data into Resco Mobile CRM’s fields. In the Woodford configurator you can set up a form rule that checks the data format and notifies the user if the data doesn’t meet the required conditions.

For example, on the Contact entity we want to prevent users from entering a wrong e-mail address and phone number format into the E-mail and Phone fields.

How to set up the form rule?

Continue reading

4 quick tips to boost your Resco Mobile CRM user experience

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Make a QR code for quick logins

Creating your own login QR-code is a very useful, timesaving move. You can use any QR-code generator to create a QR-code text similar to this: Continue reading

Utilize Next Wide option on list views to efficiently display information across various screen sizes

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List view of an entity is a concise overview of your entity records. It is the first thing you see after loading an entity in Resco Mobile CRM and the first channel you get the basic information from.

After introducing a flexible list view, to automatically adjust the list’s appearance to still convey information effectively, became super easy to design.

Now it is possible to bring even more flexibility to your application using the Next Wide option on a view. Continue reading

Quick trick for the Calendar: Customize labels of your Activities

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Calendar is one of the features used on a daily basis. It divides in 4 views – Agenda/Day/Week/Month – to simplify the overview of activities. The following trick offers even more efficiency and provides all the important details about activities without the need to open the form itself. Continue reading