Collecting information in the field, in most use cases you expect a certain type of questionnaire to be available in certain situations and not in others. To enable this in Resco Inspections, we have introduced an option to associate a questionnaire template.
The general idea is that – when integrating Resco Inspections with Microsoft Dynamics 365/CRM – you can use many-to-many relationships to associate a questionnaire with an entity. The many-to-many relationship connects the questionnaire template to the actual record, so this defines which template belongs to which record.
We know that it’s always better to show than just to talk about it, so we’ve prepared the following detailed example.
Top 3 features to engage your employees with mobility
Enterprise mobility will be a major topic of the next decade. And we are not just saying that. According to Salesforce State of IT report, mobile technologies are included in top three technologies that will have a transformational impact on business by 2020.
Salesforce is too aware of mobility trends and its potential in enterprise. Inspired and driven by customer success, Salesforce does its bit when it comes to mobile enrichments to its technologies with every release. Even though it’s not a mobile-first company. Continue reading →
Form is a screen in the application that contains numerous fields which either hold or await the data. It is a tool that enables system administrators to represent the database data and collect user data in a user-friendly way. Each form should be easily understandable, which can be achieved by organized placement of the required components on the form. Continue reading →
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 →
Ever since the Resco platform was incorporated as the default Microsoft Dynamics 365 for Field Service mobile client, we’ve received numerous inquiries about the licensing requirements and customization of the solution.
Today we’re bringing you an overview of the most frequently asked questions, so you can always find the answers easily organized in one place. Continue reading →
Bill Malone is a person whose contact record is inactive in the CRM database because he doesn’t represent the partner company anymore. All fields on his contact form are visible but it is not possible to edit them or otherwise use them. However, Bill has recently returned to his position and the sales rep using Resco Mobile CRM would like to activate the contact record again. Continue reading →