So, you decided to mobilize Salesforce for your sales, field service and further teams that work outside the office doors.
Now, you get two options to start off testing business mobility with: Continue reading
Tag Archives: Woodford
6 Reasons to Attend resco.next, the Mobile and Field Service Event of the Year
Just three short years ago, we organized Resco’s first ever multi-day event in the U.S.A. It was in the center of American history, the city of Boston. Time is of the essence, and in 2018 we are making a new mark. A new resco.next event. Continue reading
How to set up and utilize Global Search in Resco Mobile CRM
The Winter release of Resco’s mobile client (version 10.3+) brought a few new features together with the possibility to perform global searching. Continue reading
How to make inactive records active again in Resco Mobile CRM
Bill Malone is a person whose contact record is inactive in the CRM database because he doesn’t represent the partner company anymore. All fields on his contact form are visible but it is not possible to edit them or otherwise use them. However, Bill has recently returned to his position and the sales rep using Resco Mobile CRM would like to activate the contact record again. Continue reading
4 quick tips to boost your Resco Mobile CRM user experience
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
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
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
