Learn how to attach a signature to the Questionnaire Report (for MS Dynamics and RescoCRM)

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Many clients request their questionnaires to be signed upon completion by creating a separate question with a signature field. So it is understandable that they would like to see the corresponding signatures attached to mobile reports as well.

Given that this process is not as straightforward as it could sound, we have prepared this short guide to show the exact steps on how to achieve it.
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Please sign here: Add legally-binding digital signatures to forms with Universign integration

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Electronic signing of documents saves time and costs in formal communication with customers. A good old paper document has to be first printed out, copied, signed and archived – often repeating the entire process multiple times. On the contrary, the electronic signature, when implemented properly, is fast, secure, convenient and generally much more pleasant to deal with.

Now seamlessly integrated within Resco’s mobile crm, powered by trusted platforms of Universign and DocuSign, the electronic signatures are just a few simple steps away from being part of your mobile workforce’s daily routine. This blog will guide you through the process of enabling this functionality and is applicable for both Universign and DocuSign services.

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New guides for Field Service and Offline Map Styles in Resco Mobile CRM

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Resco Mobile CRM apart of the Resco Cloud platform is robust and versatile as you may know. And with the quarterly updates, we want to cater to all customer and partner needs with the belief in keeping up with the general market development, we understand that learning content needs to be created and kept updated.
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Account filtering according to the location

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There are cases when you may want to filter the accounts or contacts according to their proximity to your current position or certain location. Instead of going through multiple filters we offer you much easier solution. Continue reading

Integration of SAP ERP and Resco Mobile CRM

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It is estimated that almost 75% of all business transactions come in contact with the SAP system. That’s why Resco has introduced a convenient update for their users that use SAP ERP and still want to be mobile. First, let’s talk basics. Continue reading