FAQ - Frequently Asked Questions with Resco Cloud & Woodford. What devices/platforms does the app support?
Fill in your login credentials and synchronize the application by tapping the Sync button once again. You can refer to the Resco Mobile CRM Synchronization Guide for detailed instructions on how to connect the app to your CRM system. Look for possible mistakes in the URL, name or password, as those are a very common cause of synchronization fails.
Resco Mobile CRM is a mobile client for Microsoft Dynamics 365, Salesforce, Oracle CX and can also serve as a standalone CRM solution. It provides direct connection. 2 Oracle Database Client Preinstallation Requirements. This chapter describes the following tasks that you must complete before you can install the Oracle Database. Use System Center Configuration Manager as a BYOD, bring your own device, solution. Manage servers while giving your employees access to corporate applications.
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You can also contact your system administrator or go over the Synchronization Guide to see if you’re filling in login credentials correctly. If these steps didn’t resolve the issue, go to the Resco Mobile CRM application’s About section and use the upper right button to send us the log – we will contact you with a solution or request for more information. They should be a real number type of fields. During the course of this time, you need to have Internet connection and access to your server available.
In an offline mode, you are working with data that was stored in the local database of your device. So you can work also without a connection to server/Internet. You’ll need the connection only to synchronize the local database with the server.
For a technical deep dive into online vs. Using the configuration console, system admins can re- define or remove these filters. If you have more than 1. Mobile CRM application’s Setup and increase the “Max sync records” number. Please check with your system admin which one of these causes this limitation.
For more information on the data encryption and security as a whole, check the detailed Security Document. How often do you update the solution? Between the major updates, we release minor updates with minor features or fixes. Resco Mobile CRM is a fully customizable mobile client – you can select what types of records you want to see, change its functionality, add fields you want to work with, implement custom business logic, or alter the look of the application. The application will download the correct app configuration after a user synchronizes the application – for instance, a sales rep will get a different setup of the application from what a service technician uses. Because Mobile CRM app is able to work in an offline mode, the business logic needs to be replicated for the offline scenario.
You can use a set of form rules, provided in the solution, to trigger the same behavior as on the server, or add custom Java. Script into the application. Ask your system administrator to modify these filters if you need to have the record available offline. Or, the second reason can be that there is a set limit for the number of records per entity – this option can be changed in Mobile CRM app’s Setup section. The option is called . As a user, you can increase the number of records for an entity from the default 1. This change requires a Data Delete (also an option in Setup), which deletes all the records from the offline database.
Warning: Be careful when performing this data delete, all unsynchronized changes will be lost. Therefore synchronize the app before the delete to prevent loss of any data. As an administrator, you can increase the number of records that is downloaded per entity in the configuration console by changing the .
We recommend limiting data using Synchronization filters available for each entity, rather than using Max Sync Records, as the data restriction can show different results at each synchronization. These are: Chinese (simplified)Czech. Dutch. English. French. German. Hebrew. Italian. Japanese. Korean. Polish. Portuguese.
Russian. Slovak. Spanish. Swedish. That’s all 1.
If that’s not enough, you can always add an additional language. And it is also a pretty good bourbon label. You can choose whether to install Woodford on the currently used PC, or to download a solution file that can be imported to the CRM server and run Woodford from the CRM settings. For more information about the installation, please check Woodford manual. It is simply a tool that enables you to use the purchased professional licenses of Resco Mobile CRM.
Also, the 3. 0- day trial of Woodford, as one would expect, is free of charge. Once you publish the first customization (mobile project), the trial starts automatically. Once you purchase license(s), you will notice a new section in Woodford: Mobile Users.
This is where you can assign licenses to users, or enable/disable users whenever you want to. All the projects and other specific data are stored in these custom entities. Right- click on Woodford’s window, select Silverlight, go to Application Storage tab and delete all the values that start with . Then click on OK and restart Woodford. If that does not fix the issue, go into the Mobile project’s properties (can be found on the main screen in Woodford, upper left corner) and check if a security role is assigned to the project.
Then you can use the option . If you change/assign the security role, re- publish the mobile project using .
Otherwise users can experience this application crash. If you do not see any validation errors, but are still experiencing the application crash (or do not know how to fix these errors), please contact us at mobilecrm@resco. Mobile CRM application’s About section. If the permission is not present or cannot be granted, you need to remove the Entity from the mobile project. Please double check your credentials and use the . Then try to synchronize the app again. You can try to connect to the same URL via a web browser on your mobile device to check if your CRM server is accessible.
You should update the Resco Mobile CRM application on your mobile device (if the option is available to you). Otherwise ask your CRM administrator to re- publish the mobile project (customization) by selecting a compatible version in the configuration console. Only 1. 0,0. 00 records from each entity are downloaded by default. You can increase the number of records downloaded per entity in Mobile CRM app’s Setup or in the configuration console. If you don’t want to increase the Max Sync Records number, you can set the number of downloaded records by using Sync filters on entities.