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
Ever wondered how others utilize their Mobile CRM solution? To what extent do companies modify the app they get from Resco? Or which are the most popular entities utilized by our customers?
Then wonder no more, as we’re bringing you a sneak peek behind the curtain – exploring the usage of Mobile CRM at 200 of our largest customers. These are companies with the highest number of Resco licenses deployed to aid the job of their mobile staffers daily. Continue reading
Give your calendar some clarity and help your users identify activities. You can do so by assigning a color to an activity based on its type, owner or other trait.
- Make your Appointments blue and Tasks red
- Differentiate tasks with high priority from those of a lower one
- For a shared calendar, assign a color to each user
Let me remind you of the reminders that you might have forgotten haven’t you been reminded of them just now by this blog about reminders.
Ok, enough for the wordplay.
You can set reminders for events (activities) in your Mobile CRM app. Continue reading
The calendar in the Resco Mobile CRM application for MS Dynamics CRM can do loads of things.
Let me walk you through them. Continue reading