Frequently asked questions
Who is the product for?
But employees in the office have not been forgotten! Resco CRM’s web interface allows them to work from a desktop or a laptop, while their mobile co-workers keep up with the latest information via their phones and tablets.
Short answer — everyone who wants to work with CRM data on the go.
What back-end systems does Resco Mobile CRM connect to?
Being able to connect your Salesforce data with Resco Mobile CRM, you are able to take your work with you fully offline, as well as, other CRM or ERP systems. For more information on integrations, go to https://www.resco.net/resco-cloud/#integrations
Can I try Resco Mobile CRM?
What devices/platforms does the app support?
- iOS 8+
- Android Phone & Tablet 3 +
- Windows Vista, 7, RT, 8.1 & 10
- Windows 10 Mobile
Any device running on one of these operating systems will work.
For more information on what software and hardware requirements you need to consider before buying mobile devices for Resco Mobile CRM, read this article
Where can I download the application?
How do I synchronize the application?
You can refer to the Resco Mobile CRM Synchronization Guide for detailed instructions on how to connect the app to your CRM system.
My application cannot sync with the server, why?
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.
Why are my Accounts/Contacts/Leads not shown on the map?
You can either fill these in manually, save them by using the ‘Update GPS’ functionality once you arrive to your destination, or use the geocoding functionality we provide to translate addresses into GPS coordinates in a bulk.
Please note; you’ll need to have fields that contain words latitude and longitude in their names enabled for an entity. They should be a real number type of fields.
What is the difference between online and offline mode?
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. offline mode, read this detailed description.
Why isn’t all of my data in the application?
If you have more than 10,000 records (which is the default setup of most filters) in an entity, and you want them to be downloaded to the application, go to the Mobile CRM application’s Setup and increase the “Max sync records” number.
What happens if my smartphone/tablet gets stolen or lost?
Note: System admins can also create conditions that will automatically wipe out or lock the application (e.g. after 3 invalid password entries).
If you don’t have the professional version of the app, hence cannot use remote wipe/lock, you can disable the “Save password” option to prevent potential misuse of data (you’ll need to enter the password each time you launch the Mobile CRM app).
The locally stored database is always encrypted and safely protected from potential misuse.
Why cannot I create/edit/delete a record?
How secure is my data when it’s on a mobile device?
How often do you update the solution?
Can I customize the application?
Can I add custom entities and fields into the application?
Can I create different versions of the app for different users?
I have workflows set on the server; can they be in the app as well?
I cannot see a record in the offline mode, but I can see it in the online mode.
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 ‘Max Sync Records’. As a user, you can increase the number of records for an entity from the default 10,000 records to a larger number. 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 ‘Max Sync Records’ option. 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.
Resco Mobile CRM for Microsoft Dynamics CRM & Woodford
What versions of Dynamics CRM does the solution support?
Both, online & on premise versions are supported.
What languages does the app support?
That’s all 16 of them. If that’s not enough, you can always add an additional language.
What is Woodford?
Where can I download Woodford?
How much does Woodford cost?
Can I try Woodford before purchasing a license?
What are the limitations of the trial version of Woodford?
Where are Woodford customizations stored?
How can I get a previous version of Woodford?
Woodford does not start or suddenly cannot connect to the server.
I cannot see the customizations I made in Woodford
Application crashes immediately in an Online mode; the error message says “Object reference not set to an instance of an object”
If you are a CRM admin and you get a validation error when publishing a mobile project, you need to fix the errors before publishing. 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 firstname.lastname@example.org with the log from Mobile CRM application’s About section.
We get the error: Principal User (id=…) is missing prvRead”Entity” privilege
HTTP Error unauthorized (401) —> System.Net.HttpException: HTTP Error unauthorized (401)
HTTP Error not found (404) —> System.Net.HttpException: HTTP Error not found (404)
Unsupported metadata version 15 (14) Update Application
WARN: entity_name: max # of objects received (10000), the rest is ignored
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.