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

global_search

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

Make those records stand out! (highlight them using conditional formatting)

Highlight records in Resco Mobile CRM

Remember when you were in school and you used a fluorescent yellow highlighter to pinpoint the things you wanted to remember for the test? When you went through your notes later on, you just skimmed the text and focused only on brightly colored chunks. It was easier to do it this way.

You can apply the same principle to your CRM. Make it easy for users to see what needs their attention. Highlight important records in your Mobile CRM to make them stand out. Continue reading

Quick calendar trick: Color-code your activities

color code activities

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.

Assigning colors to activities in Resco Mobile CRM calendarFor example:

  • 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

Continue reading