4 quick tips to boost your Resco Mobile CRM user experience

4_quick_tips

Make a QR code for quick logins

Creating your own login QR-code is a very useful, timesaving move. You can use any QR-code generator to create a QR-code text similar to this: Continue reading

Utilize Next Wide option on list views to efficiently display information across various screen sizes

quick_tip_trick

List view of an entity is a concise overview of your entity records. It is the first thing you see after loading an entity in Resco Mobile CRM and the first channel you get the basic information from.

After introducing a flexible list view, to automatically adjust the list’s appearance to still convey information effectively, became super easy to design.

Now it is possible to bring even more flexibility to your application using the Next Wide option on a view. Continue reading

Quick trick for the Calendar: Customize labels of your Activities

lightbulb_main

Calendar is one of the features used on a daily basis. It divides in 4 views – Agenda/Day/Week/Month – to simplify the overview of activities. The following trick offers even more efficiency and provides all the important details about activities without the need to open the form itself. Continue reading

Say goodbye to empty fields and incorrect data: How to make fields required in Resco Mobile CRM?

required_field

“In the end, CRM is only as good as the data you put into it,” said one of our customers just a few months back. But how do you ensure your sales team, service technicians, or other mobile CRM users will indeed properly fill out the fields, to get relevant insights and be able to initiate the next steps in your customer management process? Especially if these fields are not set as required in your Microsoft Dynamics CRM either? Continue reading

Anatomy of a Mobile Report: How to set it up in Resco Mobile CRM?

anatomy_report_main

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