Anatomy of a Mobile Report: How to set it up in Resco Mobile CRM?

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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

How to set up flexible list view designs in Resco Mobile CRM

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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

Create personal dashboards directly from within the Resco Mobile CRM app

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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

How to set up Save button actions for Resco Mobile CRM

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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

How to utilize language localization in Resco Mobile CRM

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Resco Mobile CRM speaks your language – you can choose from 16 default languages  in the application’s Setup section and even add new ones via the Woodford configurator. But localization can be used not only to completely translate Mobile CRM texts to another language, but also to modify existing items – so that users are instantly familiar and comfortable with the app. Because, just as people, different organizations use different vocabulary, and the same thing can have various names across multiple businesses. Continue reading

What to do when project changes are not reflected in the Resco Mobile CRM app?

What to do when project changes are not reflected

You might have encountered the following situation: You’ve created a mobile project in Woodford, but the changes are not applied to the Mobile CRM application when a user synchronizes it. So what can you do? Should the app misbehave like this? Continue reading

How to utilize project hierarchy in Woodford: A guide for new & existing Resco Mobile CRM customers

Project Hierarchy in Resco Mobile CRM Woodford

One of the new features introduced in Resco Mobile CRM Autumn update is project hierarchy in Woodford. What does it do?

Project hierarchy comes in handy if you have multiple projects, let’s say for different groups of sales people, and you want to make one change to all of them.

You’re able to create a master project in Woodford, which will affect all child projects–we’re basically talking about project inheriting customizations from another. Continue reading