Documents in Resco Mobile CRM (SharePoint, DropBox, Google Drive & OneDrive) – a technical deep dive – Part 1

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In case you did not work with Mobile CRM documents yet, we suggest to start with an earlier blog that provides a high-level overview of how to utilize documents in the Resco Mobile CRM app. It was also the most read Resco blog post of 2016.

In this blog series, we will focus on how the app works with documents from a technical point of view. 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

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…

Continue reading