How to dynamically show/hide fields & sections in the Resco Mobile CRM application?

how to show or hide fields and sections in Resco Mobile CRM

Did you know that you can easily set your Resco Mobile CRM application to expand or hide individual fields or a whole section of fields? This handy little feature will help you achieve a clutter-free user interface, as the fields will appear only when needed. Continue reading

Show info from parent on a child form: E.g. see the relationship type of the Account whenever you open up a Contact

Show info from parent on a child form in Resco Mobile CRM

This example represents a situation, in which you want to display values from parent entity on a child form.

How can this be useful?

Your sales people want to see, let’s say the relationship type of an Account on a Contact form. To see if the person they are talking to is already a customer or still a prospect.

Or they want to see the City of the parent Account whenever they open an Opportunity – to find out if they can pay the prospect a visit while they’re in town.

Ultimately, you’re going to save yourself clicks and avoid confusions by having it all in one place. Continue reading