Electronic signing of documents saves time and costs in formal communication with customers. A good old paper document has to be first printed out, copied, signed and archived – often repeating the entire process multiple times. On the contrary, the electronic signature, when implemented properly, is fast, secure, convenient and generally much more pleasant to deal with.
Now seamlessly integrated within Resco’s mobile crm, powered by trusted platforms of Universign and DocuSign, the 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 and is applicable for both Universign and DocuSign services.
Mobile reports in Resco Mobile CRM support also custom fonts (fonts must be TrueType files – .ttf). In case you want to customize the look of your report and prefer a different font than the default one, you can change it in Resco’s Woodford configuration tool. Continue reading
The Winter release of Resco’s mobile client (version 10.3+) brought a few new features together with the possibility to perform global searching. Continue reading
To avoid typing in the password every time you launch the app, you can use fingerprint scanning to access your Resco Mobile CRM fast and securely. But do you know how to set it up on your iOS or Android device? Continue reading
Bill Malone is a person whose contact record is inactive in the CRM database because he doesn’t represent the partner company anymore. All fields on his contact form are visible but it is not possible to edit them or otherwise use them. However, Bill has recently returned to his position and the sales rep using Resco Mobile CRM would like to activate the contact record again. Continue reading
We’ve covered the basics of Consumer Apps based on Resco’s Mobile CRM app (useful not only for customers, but for smoother interactions with partners, volunteers, suppliers, fans and other allies as well) in an earlier post.
But how can you keep track of new records and modifications made by external users and ensure these users will access only the information related specifically to them? Continue reading
Resco Mobile CRM speaks your language – you can choose from 16 default languages in the application’s Setup section and even add new ones via the Woodford configurator. But localization can be used not only to completely translate Mobile CRM texts to another language, but also to modify existing items – so that users are instantly familiar and comfortable with the app. Because, just as people, different organizations use different vocabulary, and the same thing can have various names across multiple businesses. Continue reading