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
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