Documents in Resco Mobile CRM (SharePoint, DropBox, Google Drive, OneDrive) – a technical deep dive – Part 4

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We’ve looked at the basic terminology and the presentation of documents in the app’s user interface in the first part of this series and continued with  document filtering, viewing, editing, storage and safety. Last week, we examined the details of how Resco Mobile CRM works with file hosting services (especially SharePoint). And now we’d like to wrap up our technical deep dive into document integration with a couple of final observations and tips for improving the app’s performance. Continue reading

Documents in Resco Mobile CRM (SharePoint, DropBox, Google Drive, OneDrive) – a technical deep dive – Part 2

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In Part 1 we’ve established the basic terminology when discussing the use of documents in Resco Mobile CRM and described how they’re presented in the apps user interface. In this post we’ll take a closer look at document filtering, viewing, editing, storage and safety. Continue reading

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

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