Use regular expressions in form rules to validate field input in Resco Mobile CRM

quicktip_fields

Make sure your team won’t enter incorrect data into Resco Mobile CRM’s fields. In the Woodford configurator you can set up a form rule that checks the data format and notifies the user if the data doesn’t meet the required conditions.

For example, on the Contact entity we want to prevent users from entering a wrong e-mail address and phone number format into the E-mail and Phone fields.

How to set up the form rule?

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Numbers don’t lie: How do Resco’s 200 largest customers use Mobile CRM?

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

Work with documents in Resco Mobile CRM

Document support in Resco Mobile CRM application

Curious to see how Resco Mobile CRM handles documents? Then you’ve come to the right place because we’ll go over everything you can do with documents on the go.
 

Documents, pictures, voice recordings…

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Next generation of Mobile CRM: Let there be Email

To design a good Mobile CRM app, we need to first understand a typical day of a salesman. What his main tasks and activities throughout the day are.

We have talked to several sales people from various industries. And we talked to our internal sales reps as well. Our findings show what the most common answer amongst sales reps is: Continue reading