Quick Tip: How to keep track of record changes made by external users

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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

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

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

Quick Tip: Mutate your language

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Did you know? Names that do not fit on a small display of a phone can be altered instead of just being cut in the midd.. Continue reading