Utilize Next Wide option on list views to efficiently display information across various screen sizes

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List view of an entity is a concise overview of your entity records. It is the first thing you see after loading an entity in Resco Mobile CRM and the first channel you get the basic information from.

After introducing a flexible list view, to automatically adjust the list’s appearance to still convey information effectively, became super easy to design.

Now it is possible to bring even more flexibility to your application using the Next Wide option on a view. Continue reading

Say goodbye to empty fields and incorrect data: How to make fields required in Resco Mobile CRM?

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“In the end, CRM is only as good as the data you put into it,” said one of our customers just a few months back. But how do you ensure your sales team, service technicians, or other mobile CRM users will indeed properly fill out the fields, to get relevant insights and be able to initiate the next steps in your customer management process? Especially if these fields are not set as required in your Microsoft Dynamics CRM either? Continue reading

Anatomy of a Mobile Report: How to set it up in Resco Mobile CRM?

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The purpose of Mobile Reports is to present data in a combined and easy to understand way. And when a user executes (or “runs”) a report in the Resco Mobile CRM app, the result is a document in one of the supported formats – PDF, Word, Excel, or even HTML.

However, a mobile report definition file contains data queries, design styles and information about where and how to display certain parts of data. To enable you to deliver tailor-made mobile reports to users on the go, let us take a detailed look at each of these essential processes, elements, and how you can work with them in the Woodford configurator. Continue reading

How to set up flexible list view designs in Resco Mobile CRM

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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

Try Offline Mobile Sales and Field Service Solutions for Salesforce

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Is your company utilizing a Salesforce solution? Then you’re on the right track! Salesforce is the world’s #1 cloud-based CRM software.

However, to transfer your business by all means, you must consider integrating enterprise apps into business processes instantly. Having Salesforce data mobile, lets everyone run an entire business from a phone and/or tablet.

Resco Cloud is the perfect fit for sales reps, service technicians, and other workers, who require constant access to their Salesforce data. Continue reading

Create personal dashboards directly from within the Resco Mobile CRM app

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The Dashboard is one of the very first things users lay their eyes on when they open the Resco Mobile CRM app. And system admins usually configure customized Mobile CRM dashboards for various user roles using Woodford.

However, since each and every user is different, we recently also added the possibility to build your own personal dashboards right within the application. Continue reading

How to set up Save button actions for Resco Mobile CRM

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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