Entity form, its lifecycle, events and best practices for form rules (with practical examples)

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Entity form & Edit form editor

Form is a screen in the application that contains numerous fields which either hold or await the data. It is a tool that enables system administrators to represent the database data and collect user data in a user-friendly way. Each form should be easily understandable, which can be achieved by organized placement of the required components on the form. Continue reading

FAQ: Microsoft Dynamics 365 for Field Service Mobile App Licensing

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Ever since the Resco platform was incorporated as the default Microsoft Dynamics 365 for Field Service mobile client, we’ve received numerous inquiries about the licensing requirements and customization of the solution.

Today we’re bringing you an overview of the most frequently asked questions, so you can always find the answers easily organized in one place. Continue reading

Please sign here: Add legally-binding digital signatures to forms with Universign integration

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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.

Continue reading

Tailoring the mobile report: How to use customized and barcode fonts

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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

How to set up and utilize Global Search in Resco Mobile CRM

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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

Access the Resco mobile client effortlessly with your fingerprint

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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