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
A few weeks back, we introduced our concept of an app that enables citizens to effortlessly report issues in public areas to municipalities. Today we’re happy to reveal that an entire solution – including a scheduling system for city officials and a dedicated app for contractors/service technicians – will be available in September 2017 under the City Smart Services name. Continue reading
What is the most pressing issue we experience when approaching government and public offices? Usually, dealing with them is just too cumbersome. However, as apps allow people to do pretty much anything, anytime and anywhere, both local and national governments are increasingly looking to get in on the act.
Yet, given the obvious benefits for citizens, why is it that governments are not making more use of mobile apps? Continue reading
“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