“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
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
Phones, tablets, even phablets – mobile devices come in various shapes and sizes. So why not make better use of the screen real estate available to you? Continue reading
The Dashboard is one of the very first things users lay their eyes on when they open the Resco Mobile CRM app. And system admins usually configure customized Mobile CRM dashboards for various user roles using Woodford.
However, since each and every user is different, we recently also added the possibility to build your own personal dashboards right within the application. Continue reading
In this example we’ll take a look at a situation when you don’t want the Resco Mobile CRM app to save changes the user makes to a record, unless there is other particular data associated with it.
When can this be useful?
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