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

required_field

“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

Make those records stand out! (highlight them using conditional formatting)

Highlight records in Resco Mobile CRM

Remember when you were in school and you used a fluorescent yellow highlighter to pinpoint the things you wanted to remember for the test? When you went through your notes later on, you just skimmed the text and focused only on brightly colored chunks. It was easier to do it this way.

You can apply the same principle to your CRM. Make it easy for users to see what needs their attention. Highlight important records in your Mobile CRM to make them stand out. Continue reading