Bratislava, Slovakia – March 21, 2018 – Resco – the leading provider of mobile solutions for Microsoft Dynamics 365 and Salesforce – has released the 2018 Spring Release of Resco Mobile CRM, including 36 new capabilities and improvements.
The new additions from Spring Release 2018 are available on iOS, Android, and Windows to all Resco customers and partners.
Want to see what the full year looks like? Check out our Resco Roadmap.
What’s new in the Spring Release 2018?
Mobile Reports
Legally binding electronic signatures – add legally binding electronic signatures to your mobile reports via the Resco Mobile CRM app, thanks to the integration with Universign (requires Universign license)
Break report cell across pages – correctly divide report cells across the pages of the mobile report PDF document
Dynamics 365 On-premises SSRS reports support – with ADFS OAuth authentication, you can utilize SSRS reports even if Resco Mobile CRM app synchronizes with on-premises deployment of Microsoft Dynamics 365
Export maximum – set up a maximum number of records which can be exported
Rules support – create rules in report designer; for example it enables to add calculated fields or define field visibility (e.g. a field will be included in the report only if it contains relevant data)
Maps
Aggregate pin – if you have multiple records at the same approximate location, only one pin with a number will be displayed in the map view; the number indicates how many records are represented by the pin
Aggregate pin pop-up – tap on an aggregate pin to see a list of records represented by the pin; from there you can quickly open any of the records
Google Maps on iOS – on iPhones and iPads you can now use Google Maps instead of the built-in Apple Maps for mapping features and navigation
Manage MapBox offline maps – in the Resco Mobile CRM’s app Settings section users can download/remove MapBox offline maps if they are used in the app
Initial position based on a record – setup initial map region based on a specific entity record; e.g. map will zoom in on a particular account to show the account’s associated contacts which are nearby
Geocoding – the Woodford configuration tool can be used to provide location data to existing records on the server; makes the experience easier with large data sets, it is now possible to create a filter for entities to geo-code
Synchronization
Merge dialog – if a synchronization conflict occurs, a dialog window can appear in the app where the user can see values from fields in the CRM server and the local copy and select which will appear in the merged record
Salesforce sync speed optimization – generally 2 times faster synchronization with Salesforce
Background attachment sync – app can automatically switch to a background download of attachments so users can work with the app even while the potentially large files are being downloaded
Dynamics 365 multi-select picklist support – picklists which enable users to select more than one option in Dynamics 365 are now supported in the Resco Mobile CRM app as well
Send sync log to server – application can be configured so that it sends the synchronization logs automatically to Dynamics 365 during synchronization, where they are saved as SyncEnd audit records
OAuth authentication support for on-premises Dynamics 365 deployments utilizing ADFS
Personal information management
Automatically track e-mail threads – you can automatically track every new e-mail once you’ve track of an earlier e-mail in a conversation (with Exchange & Gmail integration)
Import personal events to CRM – the Resco mobile client can ask the user whether to view or store personal events (e.g. calendar appointment) on the CRM server
Notification windows support on Windows 10
Productivity
Import dialog – a dialog window enabling to import a CSV file as records
Merge dialog – this dialog window enables users to merge 2 or more records, optionally re-parent children, and optionally de-activate subordinate records
Advanced Find – users can effortlessly include custom filters they used earlier when looking up records via Advanced Find
Text annotation in image editor – users can now add and format text to the photos and pictures they’re editing in the app’s built-in image editor
Keyboard shortcuts for desktop – the following keyboard shortcuts are now supported in the desktop version of the app: CTRL+S (Save), CTRL+F4 (Close), CTRL+N (New associated record)
Barcode Scanning
Required code length – system admins can specify the required length of scanned barcodes
EAN 2 & EAN 5 code formats supported
Woodford
HTML beta version updated – global optimization of Woodford’s HTML beta version; the beta version should be used for testing purposes only
Hide/show time editor in form – use IsTimeVisible rule property to make the time editor visible on forms
Manage the Attachment tab on Note form – new “Attachment” rule in Woodford allows to easier manage attachments which are added to the Note form
Resco Cloud Server
MailerLite, GetResponse support – new e-mail marketing services can now be integrated with Resco Cloud
Entity & Attribute map – system admins can apply simple rules for copying fields when creating a new associated record
New query operators added
Salesforce
Select Record Type – in the Resco mobile client users can choose a Record Type (e.g. personal or company account) before creating a new record, or change it for an existing record using the “Change Record Type” command
Import Salesforce layouts – you can now utilize multiple layouts within a single Resco form
Automatically show/hide form sections – based on imported Salesforce layouts and Record Type configuration, the app can automatically display or hide certain sections of forms
About Resco Mobile CRM
Resco Mobile CRM is the all-in-one solution that gives users around-the-clock access to CRM data wherever they are, as a mobile app. It can be utilized with Microsoft Dynamics 365/CRM, Salesforce, or as part of Resco’s desktop solution. It offers reliable offline functionality, interactive maps, support of custom entities & many other capabilities that make it the product people love to use.
About Resco
Resco, founded in 1999, is one of the global leaders in developing cross-platform mobile software solutions. The team of Resco professionals utilizes its knowledge by designing products for corporate customers, developers, integrators, end users. Today, Resco Cloud is utilized by more than 2000 corporate customers around the world.
For more information please visit www.resco.net