Use regular expressions in form rules to validate field input in Resco Mobile CRM

quicktip_fields

Make sure your team won’t enter incorrect data into Resco Mobile CRM’s fields. In the Woodford configurator you can set up a form rule that checks the data format and notifies the user if the data doesn’t meet the required conditions.

For example, on the Contact entity we want to prevent users from entering a wrong e-mail address and phone number format into the E-mail and Phone fields.

How to set up the form rule?

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

Resco Mobile CRM desktop client. But why?

Resco Mobile CRM has a desktop client for Windows 7, Vista, 8 & 10

Let me first address the pink elephant in the room:

What’s the point of Resco Mobile CRM desktop client?

After all, Resco focuses on mobile platforms. Right? Continue reading