Offline mobile reporting? Yes Please! Resco’s Mobile CRM Spring Update

Previous week I blogged about the Dynamics CRM mobile app and the new features it brings. It left me wondering what Resco Mobile CRM was going to bring to the table in the next battle between the apps. With it’s spring update they bring a whole bunch of new features (over 40!), such as; Offline report generation, Route planning for multiple users, Expanded list button actions, …

Offline reporting

Email

  • Display images in the body of an email – the app allows images to be embedded within the actual body of the email instead of attachments
  • Send attachments via multiple email clients – users can send a document via an email client of their choice, instead of only the default email client of the app
  • Support for Email Templates – users can use CRM email templates when drafting emails. The template can pull in information from the application and populate details with CRM data. Any attachment defined by the template also gets included in the message.

Contacts

  • Enhanced CamCard support – system admins can set up the CamCard support to not only scan a business card to create a contact, but also to store its image as an attachment for later use.
  • Search for Contacts in iOS System Search – people can search for contacts directly in the iPhone/iPad system search when swiping to the right from the main screen
Search for a contact by typing in the name in the system search

Search for a contact by typing in the name in the system search – you can enable this functionality in the application’s Setup section.

Calendar & Dashboard

  • Support of new time formats – Resco Mobile CRM supports new types of fields that came with the latest update of Microsoft Dynamics CRM 2016, namely DateOnly, DateTime TimeZoneIndependent
  • Dashboard chart to view – users can flip a chart on a dashboard to a list view in order to open/edit shown records. This feature also works with chart drill-down and so enables users to filter records first and then work with the resulting subset.
  • Chart controls – the chart drill-down in Resco Mobile CRM has been revamped to offer a more intuitive manipulation, it also includes a new option to show records in a different type of chart
Search for a contact by typing in the name in the system search

Users can filter records within charts, as well as change the type of chart so that they can visualize the data in a way that makes sense to them.

Documents

  • Offline reports – Resco Mobile CRM now supports PDF reports that can also run in offline mode. These reports can be defined as XML files in the Woodford configurator, and can be placed on a form (for individual records), or on a list (for selected/all records from the view).
Offline Reports

Offline Reports introduced in Resco Mobile CRM generate a PDF file with data stored on the device, so that they can function seamlessly in a disconnected scenario.

  • Export records – selected or all records from a view can be exported into Excel, CSV, HTML or a PDF file
  • Launch files (Windows 10) – documents can be opened directly in the Resco Mobile CRM application, e.g. from Windows File Explorer – the application will prompt users to save the file in Notes, Cloud Storage, or attach it to an email
  • Copy&Paste support for documents (Windows 10) – users can copy documents from their email inbox, browsers, applications, or even from the Mobile CRM app itself, and paste them within the application
  • Document Roundtrip (Windows 10, Android) – users can open a document in the application, edit it, and save the new version with a simple tap on the screen. The asterisk sign next to the name of the file symbolizes that the document was altered and requires user action (save/omit)
  • ‘Send To’ support for Android – users can open attachments stored in the Mobile CRM in other applications, e.g. for editing, forwarding, storing on cloud services, etc.
  • Attach multiple images in one step (Android) – when attaching images to notes from the camera roll, users can select multiple images in one go, cutting down on time and unnecessary clicks. This feature has been introduced for the iOS platform in the previous update and now becomes available for all Android users.

Route Planning

  • Plan route for multiple users – people can now plan routes for other users, for instance, dispatch can plan the route from the office via the desktop application for its service technicians out in the field
  • Use km or miles based on user location – the app will display distances in units of length users are used to, e.g. miles for US or Liberia, kilometers for the rest of the world
  • Set values for new appointments – Resco’s Route Planner can show editable fields that allow users to create new activities filled in with pre-defined values
Route Planning

Select the values that should be set for newly created appointments by Resco’s Route Planner – for instance, the priority and the owner of activities can be set for all activities

Lists

  • Search by Barcode – users can scan barcodes to quickly search for an item within the list instead of using the standard search. This comes in handy for a large database or records, for example products, and is automatically available for entities that contain a barcode format.
  • Editable Lists (Windows 10) – a previously introduced functionality that allows users to directly edit records in a list, without needing to open them first, now makes its way into the Windows platform
  • Sort & Filter (Windows 10) – Windows users can also filter and sort records within their Mobile CRM client
  • Sort/Filter setup in Woodford – system admins can narrow down the list of fields available to users when using the filtering and sorting options, making it more manageable and practical
  • Enhanced List Buttons – default Call and Email buttons that were accessible to users in the viewing panel can be extended to cover additional actions; such as Assign, Qualify, or Create an Appointment
Enhanced List Buttons

Users can now perform more actions directly from the list of records

  • Multi-selection of records – users can select multiple records from a view and edit them all in one shot, e.g. perform actions such as Delete, Assign, Create Report, Favorite, Send Link, etc.
Multi-selection of records

Tap and hold your finger anywhere on the list of records to reveal selection checkboxes

  • Multi-selection & Commands Configuration in Woodford – system admins can select and configure the types of actions users are able to perform in lists
  • Restore lists after refresh – this usability improvement refreshes lists after a record has been saved or the app synchronized in a way that lets users continue their work without being sent back to the beginning of the list each time changes are applied
  • Row Scripts for Opportunities, Orders, Quotes & Invoices – row scripts now also work for OpportunityProduct, OrderDetail, QuoteDetail, and InvoiceDetail lists

Forms

  • Wrap text style – system admins have a new Woodford style option that allows them to wrap text that is too long to fit into one line, e.g. email subject lines
  • Images in option sets (iOS, Windows 10) – lists options can now be displayed with images (or as images only) instead of a plain text form, which helps the users navigate more quickly – visually
Images in option set

Choosing the right option from a menu can be faster with visual aid, as images speed the navigation for users

  • Radio button formatting for option sets – instead of a drop-down list, field options can be displayed as radio buttons next to each other, making it quicker for users to make a choice when there are just a few options to choose from. System admins decide on the number of options, for instance a max. of 3, that will trigger the format change, and can also replace text fields with images.
  • Disable Inline Lookups – users can search for records as they type in inline lookups. But when there are just a few options to choose from, displaying them in a dialog window instead, can be more convenient for the users – system admins can disable inline lookups for cases like these.
  • Dialog/Inline Lookup separate configuration – system admins can set up different views for an Inline Lookup and a Dialog Lookup, e.g. inline lookup would show accounts assigned to the current user and the dialog lookup would show all accounts
  • Resizable Columns (Windows 10) – users can alter the layout of the application by drag and dropping panel splitters between columns, and so expanding/minimizing the home menu, views or forms
  • Two-panel Lookup (Windows 10) – system admins can set up a double-sided lookup view in the Woodford configurator, making it easier to see the selected options, e.g. Product lookup on an Opportunity can show a list of products to choose from on the left-hand side and products that have already been selected on the right-hand side
  • Calculating Aggregates (Average, Max. Min, Count, Sum) – the Resco Mobile CRM client offers real-time calculations of multiple values, e.g. sum of all orders for a customer, the average amount of product units purchased, or the number of service visits for the past year
  • Flexible layout for forms – the new user interface that shows record details as well as, associated records within one screen can be re-arranged to fit each customer’s demands, i.e. show record details and associated lists in a 2 to 1 ratio, 1 to 2 ratio, or split the screen 50-50
  • Configurable Dialog for Qualifying Leads – system admins can configure the dialog window a user gets after choosing the action to qualify a lead (e.g. what record types should be created, whether or not they’re required, etc.)

JavaScript support

  • Option to open an Iframe in a full-screen – the Resco Mobile CRM app can display Iframes in full-screen mode, covering the whole interface of the application
  • Read/Write files from JavaScript (Base64) – the application supports binary-to-text encoding and decoding
  • Global events (communicate between forms) – multiple Iframes set within various parts of the application can communicate between each other (listen for events) and reflect the changes accordingly

Synchronization

  • Accurate CreatedOn time for records – if overridden, the CreatedOn field is present in the application’s Metadata, it will automatically be sent over to the server, which means a company can store the exact time a record was created in an offline scenario and not the time the record was sent to the server during synchronization
  • Save changes during synchronization – the application will a save user’s progress (e.g. a newly created record) even during a background synchronization in progress

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