More insights for smarter business decisions: How to integrate Resco Inspections’ Result Viewer with Microsoft Dynamics 365 and Salesforce

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To expand the analytics and evaluation capabilities of Resco Inspections, we’ve introduced a brand-new Result Viewer component in the Summer Update 2019 . It enables users to easily list, filter, view and read completed questionnaires. This allows focusing on any selected answers and effectively explore possible correlations. On top of that, the results can be effortlessly exported in a CSV format for further analysis in third-party tools and systems.

The Result Viewer can be also added directly to your Microsoft Dynamics 365 and Salesforce. So, if there are any completed questionnaires related to a record, they will be displayed on the record’s form, utilizing the Results Viewer layout. All it takes is just a few simple steps. Continue reading

Quick Tip: Barcode scanning in Resco Mobile CRM

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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

Entity form, its lifecycle, events and best practices for form rules (with practical examples)

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Entity form & Edit form editor

Form is a screen in the application that contains numerous fields which either hold or await the data. It is a tool that enables system administrators to represent the database data and collect user data in a user-friendly way. Each form should be easily understandable, which can be achieved by organized placement of the required components on the form. Continue reading

Please sign here: Add legally-binding digital signatures to forms with DocuSign integration

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Electronic signing of documents saves time and costs in formal communication with customers. A paper document has to be printed out, copied, signed and archived – often repeating the entire process multiple times. On the contrary, an electronic signature, when implemented properly, is fast, secure, convenient and generally much more pleasant to deal with.

Seamlessly integrated within Resco’s mobile app, powered by the reliable DocuSign platform, electronic signatures are just a few simple steps away from being part of your mobile workforce’s daily routine. This blog will guide you through the process of enabling this functionality utilizing the DocuSign service.

What to set up?

1. Connect your DocuSign account with the application

  • Create a DocuSign account

To be able to sign documents via DocuSign, you first need to create a DocuSign account. You can sign up here. DocuSign is a paid service. Electronic signature pricing is available at www.docusign.com/products-and-pricing. However, they offer a 30-day free trial for every new user. You can also set up a free developer sandbox account which can be used for unlimited testing. This account will not create legaly valid eSignatures.

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  • Enable DocuSign in Woodford

For testing purposes, options to enable DocuSign integration can be found in the Configuration section of Woodford v.11 and higher. For the free developer accounts which do not create valid eSignatures and leave a watermark on documents, set DocuSign sandbox value to True . The sandbox option enables to switch between DocuSign production and testing environments. To allow DocuSign Connect you should set Allow DocuSign Connect to True as well.

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  • Connect your DocuSign account with the Resco mobile app

Sign into your DocuSign account from the application’s Setup section.

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2. Sign PDF documents

You can sign any PDF document that is available as an attachment in the application using DocusSign. Even if the document doesn’t have pre-defined signature fields.

Open a PDF file from the attachments of the desired entity record. After the attachment is loaded, click on the “Action” button and choose the eSignature command to start the signing process.

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You can add up to 15 singers with the “+” button in the upper right corner, even if the document does not have pre-defined signature field(s). Fill in the required details and press the Sign button which is also located in the upper right corner of the dialog window.

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To successfully sign the document, please go through the DocuSign signing process. Drag and drop your signer’s signature into the document and click on Finish. After successfully signing, you will be redirected back to the application.

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3. Sign mobile reports

 One of great benefits of using Resco is the availability of advanced mobile features without the need for custom development. One example is creating offline mobile reports which can be seamlessly signed from the app. All you need to do is to add Signer field(s) to the mobile report template and signature(s) will be visible in the report after signing the document.

  • Define signature field(s) in your mobile report

To add a new signature field choose the Add Signature command located within the Elements section in the mobile report designer. Signature field can be placed wherever you need it – in the Header, separate Grid or Footer.

To define this field, make sure you use the word Signature and its number in the signature Name field (eg. Signature1).

You can place more than one signature field on a report. Each of these fields indicates the order of report signers. For example, if 2 signature fields for 2 signers are defined, their names must be Signature1 and Signature2. With two signature fields with correct names available on the report, the application will automatically enable the flow for two signers.

Multiple Signature fields with same name can be also defined in the mobile report. In that case all of them will be assigned to the same signer. This is useful when one signer needs to sign the document on multiple places.

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  • Sign the mobile report in the application 

Run the mobile report with signature fields on the entity record for which it was created. Use “Action” button to open actions available for the mobile report and choose eSignature to sign it.

A new window will pop up with the list of Signers to choose. You will see as many Signers as is the number of signature fields set in the report. You can also add or remove additional Signers if required, just like in any other PDF document (as described in the previous section).

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The application will try to automatically pre-fill signer fields based on the following convention:

First, the app will try to locate entity fields containing the word Signer and if found, assign them to potential signer fields, which are sorted alphabetically by the signer field name.

If no such fields are found, the possible signers are the people who were the last to modify, own, or create the record. Users can change the pre-filled signers if needed.

After clicking the “Sign” button, the app connects directly to DocuSign. Please follow the signing process to add signature to your report.

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To successfully complete the signing, please follow the DocuSign flow. When finished, the application will automatically replace the original un-signed document with the signed one and show it to the user.

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If you are interested in more complex workflows, they can be achieved by utilizing custom JavaScript code (same with Universign). In case you’d like to utilize JavaScript or have any other questions, do not hesitate to contact our support team at mobilecrm@resco.net.

How scanning codes with Resco Mobile CRM can simplify your processes on the go

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Barcode scanning speeds up the ordering and search process while minimizing the possibility of human error. These advantages already make it a widely used feature, but there may still be room for finding more possibilities to utilize it. We have prepared a few scenarios where barcode scanning could prove beneficial to you. Continue reading

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

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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?

Continue reading

Say goodbye to empty fields and incorrect data: How to make fields required in Resco Mobile CRM?

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“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