Here you can find the most recent Tech Tips from our newsletter.
Tech tip #29: Reviving closed opportunities with ease
In the traditional sales process, we typically deal with standard entities like opportunities, leads, or orders, though the specifics will vary from one customer to another. It’s worth noting that Resco Mobile CRM, by default, doesn’t permit the reactivation of closed opportunities. If this functionality is critical for your operations, you’ll be pleased to learn that the solution is a lot simpler you’d think!
Identify the Issue: Users report the absence of the “Live” button on the form for closed opportunities, despite the command being active.
Implement OnCanExecute Rule: The trick to solving this issue lies in configuring an OnCanExecute rule specifically for the “ChangeStatus” command. This adjustment allows the “Live” button to display correctly for closed opportunities, enabling them to be reactivated.
The Right Command: It’s crucial to use the correct command. A lot of the time you might find that it’s the “ChangeStatus” command, not “ChangeState”, that should be used to modify the status of closed opportunities.
The Right Rule: On Can Execute rules control whether a command is displayed or hidden.
If you’d prefer to reactivate opportunities en masse, no worries! Just add the same command as a multi-select action.
View Limitations: Although it’s not possible to hide buttons in views based on conditions (e.g., hiding the “Live” button for open opportunities), configuring OnCanExecute rules ensures commands are available under specific conditions, such as the opportunity being won.
By understanding and applying these tips, users can efficiently manage and reactivate closed opportunities, ensuring no sales potential is left untapped. Always remember to review command configurations and rules for optimal application performance!
Check out our Wiki for more detailed guides and tips on customizing your application’s behavior with OnCanExecute rules and other functionalities.
Tech tip #28: Create a gallery view for documents and images
Discover how to create a practical and appealing gallery view in just a few simple steps!
Set Up Columns: Start by configuring the columns in your view (Properties menu, under View). This foundational step allows you to organize and structure your content effectively.
Customize Style: Create a new style based on the “ImageCellStyle”.
Implement an “ImageQuery” within this new style. This is going to be crucial for fetching and displaying images in the gallery.
Add an Image Cell: Once your style is ready, add an Image Cell to your view.
Apply your newly created style to this cell. This will ensure that images are displayed according to your specifications.
By following this procedure, you can create a gallery view that makes gaining an overview easy… and looks good doing it!
Tech tip #27: Streamlining Data Access with the “Not Older Than X Days” Operator
Have you ever found yourself sifting through a sea of outdated tasks, work orders, or bookings on your mobile app? Say goodbye to inefficiency with our latest feature: the “Not Older Than X Days” operator. This new addition to your toolkit allows you to easily filter and display only the most recent and relevant data, based on the date of record creation or change. This means you can now see tasks or work orders that are, for instance, no older than 10 days – ensuring that the information you access is always fresh and pertinent.
How to Use This Feature:
Select a Record: Choose any record, like a Task, that contains a specific time-related field (like the start date).
Set Up the Sync Filter: Navigate to the sync filter and add a condition using the new operator.
Input Time Frame: Simply type in the number of days (e.g., 10 days) to filter records that are not older than the specified duration.
Ease of Setup: Configuring this operator is extremely straightforward
Sync Optimization: Improve the efficiency of your app’s synchronization, ensuring faster and more relevant data retrieval.
Enhanced Productivity: By focusing on recent data, users can work more efficiently, enhancing their daily productivity.
For more details and in-depth guidance, don’t forget to keep an eye on the wiki. This feature will be available and fully documented in the Winter 2024 release.
Tech tip #26: Streamlining report creation from questionnaires
In the wake of our recent update, have you noticed a change in the process of generating reports from questionnaires? You’re not alone! To adapt, remember that while the automatic reports in the Questionnaire Designer are handy, they might not cover all of your needs. For those instances, turn to the Report Designer to craft custom reports with ease:
Use the Designer for New Reports: The button for generating a report directly from the questionnaire has been retired. From now on you can initiate report creation in the Designer.
Select the Right Entity: When creating a new report, set the Entity field to “resco_questionnaire”. This step is crucial as it enables the option to generate a report from a template.
Choose from Templates: Select “From Template” and click on “Select Questionnaire Template”. Pick the questionnaire you want to use as a source for your report.
Reusability and Efficiency: Once created, your report, based on the questionnaire template, will be saved in the Report Designer for future use. This new method not only simplifies the process but can also boost efficiency in handling reports.
Tech tip #25: Enhance your global reach with questionnaire localization
By localizing your questionnaires, you’ll bridge communication gaps and deliver a user-friendly experience to all field service technicians, regardless of language barriers. This enables you to provide tailored content in multiple languages, ensuring clarity and accuracy across diverse user bases.
In the Questionnaire Designer, click ‘Localization’ to handle multiple language versions.
Add a new language by clicking ‘Add’, select your desired language, and confirm with ‘OK’. This will show all strings available for translation.
Translate necessary strings for questionnaires, questions, and groups, including names, descriptions, labels, and options.
Set the questionnaire to default to the app’s language or enable ‘Language Selection’ for user-specific language choice.
Save your changes and test the localized questionnaire within the app to ensure all translations appear correctly.
Tech tip #24: Optimize client engagement with ‘Select Form’ rule
Use the ‘Select Form’ rule to distinguish between existing customers and potential customers, presenting a tailored form for each group. This smart customization helps to deliver focused user interfaces for data entry and retrieval.
By dynamically adjusting the form view you ensure a streamlined and relevant experience for users, enhancing their ability to maintain existing relationships and develop new ones.
It’s time to optimize your synchronization for maximum efficiency. Here are two tips we think might save you time and effort in the future.Advanced sync setup modifications:Update your settings to adjust DownloadPageSize. Doing so can dramatically reduce your latency. Keep in mind, this will use more memory.
Pro Tip: Different entities can have different page sizes. For smaller records, you can afford to set a higher page size without worrying about memory.
Tweak NumDownloadThreads. More threads can help you speed up downloads.Remember, “small records” refer to those with minimal data—not just the number of columns or size of text columns. Also, attachments like activitymimeattachment.body and annotation.documentbody are not counted, as they usually contain larger data and are downloaded separately.