When using a mobile app, the ease of use is one of the most important factors. Creating orders or performing service tasks often requires repetitive steps, so why not make it as simple as possible?
In Resco Mobile CRM, you can utilize barcode scanning in three major ways to speed up repetitive tasks: Continue reading
What are industry’s top Salesforce conferences and events heading to North America in the upcoming months?
Let’s cut to the chase – here’s a list of all Salesforce world tours, Basecamps, ‘Dreamin’ and community-led events for the 2nd half of 2018 to get excited about: Continue reading
The American edition of the resco.next conference is now behind us. And we’d like to wholeheartedly thank all participating partners, customers, and guest speakers who helped to make it a thought-provoking event once again.
80 attendees from 37 companies and 3 different continents enjoyed 25 insightful sessions and countless discussions in an informal atmosphere over two days in Atlanta, GA. Continue reading
Whether it’s staff surveying customers in-store, technicians going through checks of complex machinery, or insurance agents assessing the damage after a hurricane – inspections come into play in countless scenarios.
However, there’s lot more to it than just someone with a notepad filling out checkboxes. To set up a successful inspection process you first need to create relevant questionnaires. Once those are ready, supervisors need to assign them to available staff, including all related information (date, time, location, etc.). The team in the field then needs a reliable tool to receive the information, complete the questionnaires, and send back the results. Which all have to be evaluated afterwards. Continue reading
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?
With the ever-growing popularity of map-related planning capabilities among partners and customer alike, we have created a new, standalone solution. Continue reading
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