So, you decided to go mobile with Salesforce for your sales, field service and further teams that work outside the office doors.
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
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
These days, we constantly hear about usernames and accounts of various services getting hacked. However, multi-factor authentication (MFA) is a quick and effective way to protect sensitive data by requiring an additional piece of information (besides username and password) to verify the user’s identity. Continue reading
We’ve covered the basics of Consumer Apps based on Resco’s Mobile CRM app (useful not only for customers, but for smoother interactions with partners, volunteers, suppliers, fans and other allies as well) in an earlier post.
But how can you keep track of new records and modifications made by external users and ensure these users will access only the information related specifically to them? Continue reading
Phones, tablets, even phablets – mobile devices come in various shapes and sizes. So why not make better use of the screen real estate available to you? Continue reading
Ever noticed that the behavior of the Save button in Resco Mobile CRM can vary? And did you know, you can choose from multiple Save button actions for the entire app and even individually for each form? Continue reading