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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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