Collecting information in the field, in most use cases you expect a certain type of questionnaire to be available in certain situations and not in others. To enable this in Resco Inspections, we have introduced an option to associate a questionnaire template.
The general idea is that – when integrating Resco Inspections with Microsoft Dynamics 365/CRM – you can use many-to-many relationships to associate a questionnaire with an entity. The many-to-many relationship connects the questionnaire template to the actual record, so this defines which template belongs to which record.
We know that it’s always better to show than just to talk about it, so we’ve prepared the following detailed example.
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
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
The purpose of Mobile Reports is to present data in a combined and easy to understand way. And when a user executes (or “runs”) a report in the Resco Mobile CRM app, the result is a document in one of the supported formats – PDF, Word, Excel, or even HTML.
However, a mobile report definition file contains data queries, design styles and information about where and how to display certain parts of data. To enable you to deliver tailor-made mobile reports to users on the go, let us take a detailed look at each of these essential processes, elements, and how you can work with them in the Woodford configurator. 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