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?

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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

Utilizing form rules to load information from any entity on forms: E.g. save changes only when specific data is associated

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In this example we’ll take a look at a situation when you don’t want the Resco Mobile CRM app to save changes the user makes to a record, unless there is other particular data associated with it.

When can this be useful?

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How to set up Save button actions for Resco Mobile CRM

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Ever noticed that the behavior of the Save button in Resco Mobile CRM can vary? And did you know, you can choose from multiple Save button actions for the entire app and even individually for each form? Continue reading

Don’t let your users wonder what to type into a field – Tell ’em

Resco Mobile CRM placeholder text provides clarity

We’ve all been there – filling out a form, trying to figure out what to type into a box, whose label doesn’t tell us much. Government forms, we’re talking to you now.

Don’t let your users wonder—give them a helpful hint.

In Resco Mobile CRM app for MS Dynamics CRM, you can do so by inserting a placeholder text into a field. Continue reading

Mobile Workflows a.k.a. Form Rules: simply explained

Workflows in MS Dynamics CRM were designed to automate business processes, or in other words to perform actions according to a set of predefined rules.

With workflows you can model operations that run real-time or are triggered manually by a user.

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