Organization: The organization friendly name (as shown in the right upper corner bellow the user name, when logging to your organization’s CRM server through Internet Explorer)

Type: Connection type. If you do not know what kind of connection your

CRM server requires, ask the CRM server administrator or integrator

Save password: the app will save your password and you won’t be prompted to insert it again when you sync the app next time.

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1.2. Sync Troubleshooting

1. Windows Phone limitation

Active Directory sync method is not supported on Windows Phone 7 due to limitations set by

2. Connect to on-premise server using internet facing

To connect to the Dynamics CRM using

Internet Facing Deployment you should enable anonymous authentication for web services.

Please follow the instructions in the very last section ('To enable anonymous authentication') from this article http://technet.microsoft.com/enus/library/gg674936.aspx

3. Still cannot connect for the first time

Please check whether:

• information you entered to the synchronization dialog is correct.

• you entered the correct url address (http:// or https://).

• you have the permissions to access the Dynamics CRM server.

Otherwise please contact your

Dynamics CRM server administrator or integrator.

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Setup screen

Setup screen was designed to set up the appearance and functions of the Resco

Mobile CRM application.

IMPORTANT NOTE: You have to hit the

“save” button and restart the application in order to see new changes.

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2.1. Turn on/off standard entities

Choose which entities can be accessed from your mobile application by turning them

ON or OFF. This option is not a synchronization filter. All standard entities will be synchronized with your device but only those that are switched ON will be visible and accessible.

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2.2. Online Mode

4 options to choose from:

• Always – app runs always in online mode

• WifiOnly – app runs in online mode when the device is connected to internet via WiFi

• Manual – user can switch between

Online and Offline mode manually

• Never – online mode is always switched off

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2.3. Map + Dashboard

Turn ON or OFF the map and the dashboard views.

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2.4. List Buttons

Turn ON or OFF the default buttons such as edit, more, call or email.

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2.5. Max Attachment

Set maximum size of each attachment file.

The value inserted is in Bytes.

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2.6. Max Sync Record

Set maximum amount of records that will be synced for each entity.

IMPORTANT NOTE: If you don’t see all your contacts, accounts, leads, etc. you need to increase this number. If you have 12.000 contacts for instance and this value is set to only 10.000, there will be 2.000 contacts missing in your app.

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2.7. Sync Login (background sync)

If this button is switched off, the sync popup window won’t be displayed each time you will sync your app. The app will do the background sync and you will still be able to use your app even while it synchronizes with your CRM server.

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2.8. App Login

If this is set to ON, the app will require the login information each time it is launched.

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2.9. Use CRM Email

If this is set to ON, emails sent from Mobile

CRM will be sent using your Dynamics CRM server.

If this is set to OFF, emails sent from Mobile

CRM will be sent using the default email client of your mobile device.

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2.10. Reminder

If this is set to ON, your mobile device will show you push reminders regarding your own CRM activities.

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About

In this screen, you can check out the current version of your app. If you ever encounter any technical problem, you can access the “Send log” view where you can email the log information to our technical support team.

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Online/Offline mode

The app can run in Online or in Offline mode:

Online mode – you always access real-time data from your CRM server. Any change you make (create new account, edit order, delete contact etc.) is instantly reflected on your CRM server as well. Active mobile

Internet connection or WiFi is necessary.

Offline mode – the application stores the

Dynamics CRM data in the local database of your device. If you don’t have internet connection access, you will still be able to access your data. The changes that you make (create new account, edit order, delete contact etc.) will be reflected on your CRM server after you will hit the

“synchronize” button.

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Dashboard

The dashboard in standard app shows orders on a pie chart, opportunities on a bar chart and cases on a bar chart.

Dashboard can be configured with

Woodford to show any custom charts,

Iframes or entity records. Dashboard is only available for tablet devices.

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Map

You can see the overview of all your accounts, contacts and leads on a map. This map is interactive. You can change location, zoom in, zoom out or select any item with your finger. When you select a record you can view, edit or delete fields associated with this record.

6.1. Enabling map

The map is working with “latitude” and

“longitude” fields not with the actual addresses of the records. If you do not see any records on the map, it is because you don’t have these fields filled. It is also possible to use button to capture GPS position of a record when the mobile device is at a target location.

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6.2. Filtering map

Map can be filtered to view:

• All (accounts + contacts + leads) – accounts are red, contacts are green, leads are yellow

• Accounts

• Contacts

• Leads

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6.3. Searching map

Searching the map is dynamic. You see partial results while typing the keyword you are searching for. Records that do not match the searched string will become semi-transparent.

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6.4. Current location

The arrow button will zoom in your map into your current location. This is also a default view when you select map from the homepage.

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6.5. Satellite vs. Aerial map view

Satellite button can be used to switch between aerial and satellite map view.

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Navigation

7.1. Navigation (tablets)

The app has a 3 column layout. You have a home screen with several buttons to choose from. Most of these buttons represent standard Dynamics CRM entities.

When you select an entity, the screen will be split into two columns. Home page is visible in the first column and records for the selected entity are visible in the second column. The second column is called “view” column. You can use the search column to search for particular records or filter the records, if the filtering option is available for selected entity. There is a “plus” button in the upper right corner of the second column that can be used to add a brand new record. If you select to create a new record, the third column will appear and you will have to input the details about the new record. You have to hit the “save button” located in the upper right corner.

If you choose one of the records, the third column will appear. Third column is also referred to as “form” column. You can see the details of the selected record there.

There is a back button in the upper left corner of the third column. If you tap the back button, the third column will be closed.

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7.2. Navigation (smartphones)

The app has a 1 column layout. You have a home screen with several buttons to choose from. Most of these buttons represent standard Dynamics CRM entities.

When you select an entity, you will see the records for the selected entity. This is a

“view” column. You can use the search column to search for particular records or filter the records, if the filtering option is available for selected entity. There is a

“plus” button in the upper right corner of the second column that can be used to add a brand new record. If you select to create a new record, you will have to input the details about the new record. You have to hit the “save button” located in the upper right corner.

If you choose one of the records, the

“form” column will appear. You can see the details of the selected record there. There is always a back button located in the upper left corner of the” view” and the “form” tab.

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7.3. Filtering records

The map, activities and tourplan views can be filtered. The filter icon is located in the

“view” column next to a search bar. You can filter the map view to see only accounts, contacts, leads or all of them. You can filter activities according to activity type, view, due date and sort. You can also filter the tourplan to see all appointments, my appointments or my completed appointments.

These are only standard filters that are already included in the free version of

Mobile CRM app. Professional apps can have highly customized filters on any entities.

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7.4. Searching records

You can use the search functionality in all records or entities except for a dashboard view. You can find the search bar in the

“view” column in the upper part. Search is dynamic meaning that the Mobile CRM app will show temporary search results according to the string that you have typed.

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Activities

8.1. Add new activity

Follow these steps to create a new activity:

1. Select “Activities” from the home screen.

2. Hit the “+”button in the upper right corner and select the type of activity that you want to add (Appointment, Email, Phone Call, Service Activity or

Task). If you do not see the list of all activities, you have to turn of the filter of activities to “all” first.

3. Fill in the necessary fields.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server

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8.2. Convert Appointment to

Opportunity

Follow these steps to convert the appointment to opportunity:

1. Select “Activities” from the home screen.

2. Select the appointment that you want to convert and hit “More” button.

3. Tap the button in the upper right corner and choose “Convert to

Opportunity”.

4. Fill in the necessary fields and hit

“Save” button in the upper right corner of the pop-up window.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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8.3. Convert Appointment/Call to Case

Follow these steps to convert the appointment or call to case:

1. Select “Activities” from the home screen.

2. Select the activity that you want to convert. You can choose only

Appointment or Call activity. Hit

“More” button.

3. Tap the button in the upper right corner and choose “Convert to Case”.

4. Fill in the necessary fields and hit

“Save” button in the upper right corner of the pop-up window.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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8.4. Complete Appointment or

Call

Follow these steps to complete the appointment or call:

1. Select “Activities” from the home screen.

2. Select the activity that you want to mark as completed. You can choose only Appointment or Call activity. Hit

“More” button.

3. Tap the button in the upper right corner and choose “Complete appointment”.

4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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8.5. Cancel Appointment or Call

Follow these steps to cancel the appointment or call:

1. Select “Activities” from the home screen.

2. Select the activity that you want to cancel. You can choose only

Appointment or Call activity. Hit

“More” button.

3. Tap the button in the upper right corner and choose “Cancel appointment”.

4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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8.6. Set Call to “Made”

Follow these steps to set the call to

“Made”:

1. Select “Activities” from the home screen.

2. Select the call activity that you want to set as made. Hit “More” button.

3. Tap the button in the upper right corner and choose “Set as Made”.

4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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8.7. Set Call as Received

Follow these steps to set the call to

“made”:

1. Select “Activities” from the home screen.

2. Select the call activity that you want to set to “received”. Hit “More” button.

3. Tap the button in the upper right corner and choose “Set as Received”.

4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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8.8. Cancel Call

Follow these steps to cancel the call activity:

1. Select “Activities” from the home screen.

2. Select the call activity that you want to cancel. Hit “More” button.

3. Tap the button in the upper right corner and choose “Cancel Call”.

4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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Tourplan

9.1. Switch views

Appointments will appear when you select the Tourplan from the home screen. You can filter the Tourplan to see “All

Appointments”, “My Appointments” or

“My Completed Appointments”. You will also have 4 views to choose from:

Agenda – shows list of appointments for the day selected. You can switch between the days using the arrows or you can slide with the fingers.

Day – shows appointments on a daily calendar. You can switch between the days using the arrows.

Week – shows appointments on a weekly calendar. You can switch between the weeks using the arrows.

Month - shows appointments on a monthly calendar. You can switch between the months using the arrows.

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9.2. Create new appointment

You have 2 options to create a new appointment from the tourplan view:

1. Hit the “+” button located in the upper right corner of the tourplan view. Fill in the necessary fields and hit the “save” button in the upper right corner.

2. In the Day, Week or Month view, hold your finger for a while on the time that you want your appointment to start.

Move up or down to properly place your appointment. Fill in additional fields and hit the “save” button in the upper right corner.

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Accounts

10.1. Switch to Map View

You have an option to view the account on the map. Select Accounts from the home screen. Select an account. Tap the “Map” button located on the upper left corner of the accounts “view” column.

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10.2. Add new Account

Follow these steps to create a new account:

1. Select “Accounts” from the home screen.

2. Hit the “+”button in the upper right corner.

3. Fill in the necessary fields. You can also add address when you change the tab at the bottom of the screen.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server

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10.3. Edit account

Follow these steps to edit the accounts fields:

1. Select “Accounts” from the home screen.

2. Select the account that you need to edit and hit “More”.

3. Tap the “Edit” button located in the upper right corner.

4. Change the fields that you need to.

You can switch between Info, Address and Notes tabs in the lower tab panel.

5. Hit the save button located in the upper right corner.

6. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server

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10.4. Browse account fields

Follow these steps to browse the accounts fields:

1. Select “Accounts” from the home screen.

2. Select the account that you want to browse and hit “More”.

3. You see the basic info about the account. In the lower tab panel you can switch between several tabs to see more related info:

• Info

• Map

• Contacts

• Quotes

• Orders

• More (Invoices, Activities and

Notes)

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Contacts

11.1. Switch to Map View

You have an option to view the contact on the map. Select Contacts from the home screen. Select a contact. Tap the “Map” button located on the upper left corner of the contacts “view” column.

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11.2. Add new Contact

Follow these steps to create a new Contact:

1. Select “Contacts” from the home screen.

2. Hit the “+”button in the upper right corner.

3. Fill in the necessary fields. You can also add address when you change the tab at the bottom of the screen.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server

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11.3. Edit account

Follow these steps to edit the contacts fields:

1. Select “Contacts” from the home screen.

2. Select the contact that you need to edit and hit “More”.

3. Tap the “Edit” button located in the upper right corner.

4. Change the fields that you need to.

You can switch between Info, Address and Notes tabs in the lower tab panel.

5. Hit the save button located in the upper right corner.

6. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server

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11.4. Browse contacts fields

Follow these steps to browse the contacts fields:

1. Select “Contacts” from the home screen.

2. Select the contact that you want to browse and hit “More”.

3. You see the basic info about the account. In the lower tab panel you can switch between several tabs to see more related info:

• Info

• Map

• Contacts

• Quotes

• Orders

• More (Invoice, Activities,

Notes)

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Leads

12.1. Switch to Map View

You have an option to view the lead on the map. Select Leads from the home screen.

Select a lead. Tap the “Map” button located on the upper left corner of the leads “view” column.

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12.2. Add new Lead

Follow these steps to create a new Lead:

1. Select “Leads” from the home screen.

2. Hit the “+”button in the upper right corner.

3. Fill in the necessary fields. You can also add address when you change the tab at the bottom of the screen.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server.

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12.3. Edit Lead

Follow these steps to edit the leads fields:

1. Select “Leads” from the home screen.

2. Select an active lead that you need to edit and hit “More”.

3. Change the fields that you need to.

You can switch between Info, Address,

Activities and Notes tabs in the lower tab panel. If you cannot edit any field, you have selected an inactive lead which cannot be edited.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server.

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12.4. Browse leads fields

Follow these steps to browse the leads fields:

1. Select “Leads” from the home screen.

2. Select the lead that you want to browse and hit “More”.

3. You see the basic info about the lead.

In the lower tab panel you can switch between several tabs to see more related info:

• Info

• Address

• Activities

• Notes

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12.5. Qualify Lead

Follow these steps to qualify the leads:

1. Select “Leads” from the home screen.

2. Select the lead that you want to qualify and hit “More”.

3. Tab the button in the upper right corner.

4. Select “Qualify”.

5. Edit options you have and hit “Save” button in the upper right corner of the pop-up window.

6. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server.

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12.6. Disqualify lead

Follow these steps to disqualify the leads:

1. Select “Leads” from the home screen.

2. Select the lead that you want to qualify and hit “More”.

3. Tab the button in the upper right corner.

4. Select one of the options (Disqualify

Lost, Disqualify No Contact, Disqualify

Not Interested, or Disqualify Canceled).

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server.

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Opportunities

13.1. Add new Opportunity

Follow these steps to create a new opportunity:

1. Select “Opportunities” from the home screen.

2. Hit the “+”button in the upper right corner.

3. Fill in the necessary fields. You can also add products when you change the tab at the bottom of the screen.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server

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13.2. Edit opportunity

Follow these steps to edit the opportunity fields:

1. Select “Opportunities” from the home screen.

2. Select the opportunity that you need to edit and hit “More”.

3. Change the fields that you need to.

You can switch between Info, Products,

Activities and Notes tabs in the lower tab panel.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server.

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13.3. Browse opportunity fields

Follow these steps to browse the opportunity fields:

4. Select “Opportunities” from the home screen.

5. Select the opportunity that you want to browse and hit “More”.

6. You see the basic info about the account. In the lower tab panel you can switch between several tabs to see more related info:

• Info

• Products

• Activities

• Notes

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13.4. Convert Opportunity to

Won

Follow these steps to convert the opportunity to “won”:

1. Select “Opportunities” from the home screen.

2. Select an active opportunity that you want to convert. Hit “More” button.

3. Tap the button in the upper right corner and choose “Won Opportunity”.

Deactivated opportunities cannot be converted. If you don’t see any button in the upper right corner and you cannot edit any fields in the opportunity, it means that the selected opportunity is deactivated.

4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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13.5. Convert Opportunity to

Lost – Out Sold

Follow these steps to convert the opportunity to “Lost – Out Sold”:

1. Select “Opportunities” from the home screen.

2. Select an active opportunity that you want to convert. Hit “More” button.

3. Tap the button in the upper right corner and choose “Lost – Out Sold”.

4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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13.6. Convert Opportunity to

Lost - Canceled

Follow these steps to convert the opportunity to “Lost – Canceled”:

1. Select “Opportunities” from the home screen.

2. Select an active opportunity that you want to convert. Hit “More” button.

3. Tap the button in the upper right corner and choose “Lost – Canceled”.

4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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Quotes

14.1. Add new Quote

Follow these steps to create a new Quote:

1. Select “Quotes” from the home screen.

2. Hit the “+”button in the upper right corner.

3. Fill in the necessary fields. You can also add shipping address and products when you change the tab at the bottom of the screen.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server

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14.2. Edit quote

Follow these steps to edit the quote fields:

1. Select “Quotes” from the home screen.

2. Select the quote that you need to edit and hit “More”.

3. Change the fields that you need to.

You can switch between Info, Ship,

Products and Notes tabs in the lower tab panel.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server.

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14.3. Browse quote fields

Follow these steps to browse the quotes fields:

1. Select “Quotes” from the home screen.

2. Select the quote that you want to browse and hit “More”.

3. You see the basic info about the quote.

In the lower tab panel you can switch between several tabs to see more related info:

• Info

• Ship

• Products

• Notes

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14.4. Get products from opportunity to draft of a quote

Follow these steps to get the products from opportunity to quote automatically:

1. Select “quotes” from the home screen.

2. Select draft of a quote that you want to get products for. You can see whether a quote is a “draft”, “closed” or “active” in the bottom right corner of each quote record. Hit “More” button.

3. Tap the button in the upper right corner and choose “Get Products”.

4. Select an opportunity and choose

“Select”.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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14.5. Activate quote

Follow these steps to activate a quote:

1. Select “Quotes” from the home screen.

2. Select draft of a quote that you want to activate. You can see whether a quote is a “draft”, “closed” or “active” in the bottom right corner of each quote record. Hit “More” button.

3. Tap the button in the upper right corner and choose “Activate quote”.

4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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14.6. Set quote to Won

Follow these steps to set the quote to

“won”:

1. Select “Quotes” from the home screen.

2. Select an active quote that you want to set to “won”. You can see whether a quote is a “draft”, “closed” or “active” in the bottom right corner of each quote record. Hit “More” button.

3. Tap the button in the upper right corner and choose “Won Quote”.

4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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14.7. Set quote to Lost

Follow these steps to set the quote to

“Lost”:

1. Select “Quotes” from the home screen.

2. Select an active quote that you want to set to “lost”. You can see whether a quote is a “draft”, “closed” or “active” in the bottom right corner of each quote record. Hit “More” button.

3. Tap the button in the upper right corner and choose “Lost Quote”.

4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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14.8. Cancel the quote

Follow these steps to cancel the quote:

1. Select “Quotes” from the home screen.

2. Select an active quote that you want to cancel. You can see whether a quote is a “draft”, “closed” or “active” in the bottom right corner of each quote record. Hit “More” button.

3. Tap the button in the upper right corner and choose “Cancel Quote”.

4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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Orders

15.1. Add new Order

Follow these steps to create a new Order:

1. Select “Orders” from the home screen.

2. Hit the “+”button in the upper right corner.

3. Fill in the necessary fields. You can also add shipping address and products when you change the tab at the bottom of the screen.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server

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15.2. Edit order

Follow these steps to edit the order fields:

1. Select “Orders” from the home screen.

2. Select an order with status “new” that you want to get products for. You can see whether the order has status of

“new”, “complete”, “partial” or “no money” in the bottom right corner of each order record. Hit “More” button.

3. Change the fields that you need to.

You can switch between Info, Ship,

Products and Notes tabs in the lower tab panel.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server.

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15.3. Browse order fields

Follow these steps to browse the orders fields:

1. Select “Orders” from the home screen.

2. Select the order that you want to browse and hit “More”.

3. You see the basic info about the order.

In the lower tab panel you can switch between several tabs to see more related info:

• Info

• Ship

• Products

• Notes

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15.4. Get products from opportunity to an order

Follow these steps to get the products from opportunity to order automatically:

1. Select “Orders” from the home screen.

2. Select an order with status “new” that you want to get products for. You can see whether the order has status of

“new”, “complete”, “partial” or “no money” in the bottom right corner of each order record. Hit “More” button.

3. Tap the button in the upper right corner and choose “Get Products”.

4. Select an opportunity and choose

“Select”.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

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15.5. Complete order

Follow these steps to complete the order:

1. Select “Orders” from the home screen.

2. Select an order with status “new” that you want to complete. You can see whether the order has status of “new”,

“complete”, “partial” or “no money” in the bottom right corner of each order record. Hit “More” button.

3. Tap the button in the upper right corner and choose “Complete Order”.

4. Select an opportunity and choose

“Select”.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

Resco Mobile CRM

User Guide

15.6. Complete order partially

Follow these steps to complete the order partially:

1. Select “Orders” from the home screen.

2. Select an order with status “new” that you want to get products for. You can see whether the order has status of

“new”, “complete”, “partial” or “no money” in the bottom right corner of each order record. Hit “More” button.

3. Tap the button in the upper right corner and choose “Complete

Partially”.

4. Select an opportunity and choose

“Select”.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

Resco Mobile CRM

User Guide

15.7. Cancel order

Follow these steps to Cancel Order:

1. Select “Orders” from the home screen.

2. Select an order with status “new” that you want to get products for. You can see whether the order has status of

“new”, “complete”, “partial” or “no money” in the bottom right corner of each order record. Hit “More” button.

3. Tap the button in the upper right corner and choose “Cancel Order”.

4. Select an opportunity and choose

“Select”.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

Resco Mobile CRM

User Guide

Invoices

16.1. Add new invoice

Follow these steps to create a new Invoice:

1. Select “Invoices” from the home screen.

2. Hit the “+”button in the upper right corner.

3. Fill in the necessary fields. You can also add shipping address and products when you change the tab at the bottom of the screen.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server

Resco Mobile CRM

User Guide

16.2. Edit invoice

Follow these steps to edit the invoice fields:

1. Select “Invoices” from the home screen.

2. Select an invoice with status “new” that you want to get products for. You can see whether the invoice has status of “new”, “complete”, “partial” or

“canceled” in the bottom right corner of each invoice record. Hit “More” button.

3. Change the fields that you need to.

You can switch between Info, Ship,

Products and Notes tabs in the lower tab panel.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server.

Resco Mobile CRM

User Guide

16.3. Browse invoice fields

Follow these steps to browse the invoices fields:

1. Select “Invoices” from the home screen.

2. Select the invoice that you want to browse and hit “More”.

3. You see the basic info about the invoice. In the lower tab panel you can switch between several tabs to see more related info:

• Info

• Ship

• Products

• Notes

Resco Mobile CRM

User Guide

16.4. Get products from opportunity to an invoice

Follow these steps to get the products from opportunity to invoice automatically:

1. Select “Invoices” from the home screen.

2. Select an invoice with status “new” that you want to get products for. You can see whether the invoice has status of “new”, “complete”, “partial” or

“canceled” in the bottom right corner of each invoice record. Hit “More” button.

3. Tap the button in the upper right corner and choose “Get Products”.

4. Select an opportunity and choose

“Select”.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

Resco Mobile CRM

User Guide

16.5. Set invoice to “Paid

Fully”

Follow these steps to set invoice to “Paid

Fully”:

1. Select “Invoices” from the home screen.

2. Select an invoice with status “new” that you want to set to “Paid Fully”.

You can see whether the invoice has status of “new”, “complete”, “partial” or “canceled” in the bottom right corner of each invoice record. Hit

“More” button.

3. Tap the button in the upper right corner and choose “Paid Fully”.

4. Select an opportunity and choose

“Select”.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

Resco Mobile CRM

User Guide

16.6. Set invoice to “Paid

Partially”

Follow these steps to set invoice to “Paid

Partially”:

1. Select “Invoices” from the home screen.

2. Select an invoice with status “new” that you want to set to “Paid partially”.

You can see whether the invoice has status of “new”, “complete”, “partial” or “canceled” in the bottom right corner of each invoice record. Hit

“More” button.

3. Tap the button in the upper right corner and choose “Paid Partially”.

4. Select an opportunity and choose

“Select”.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

Resco Mobile CRM

User Guide

16.7. Cancel invoice

Follow these steps to Cancel Invoice:

1. Select “Invoices” from the home screen.

2. Select an invoice with status “new” that you want to get products for. You can see whether the invoice has status of “new”, “complete”, “partial” or

“canceled” in the bottom right corner of each invoice record. Hit “More” button.

3. Tap the button in the upper right corner and choose “Cancel Invoice”.

4. Select an opportunity and choose

“Select”.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

Resco Mobile CRM

User Guide

Products

17.1. Add new product

New product cannot be added using Mobile

CRM. This is a server-side restriction. You have to use the desktop client to add a new product.

17.1. Edit product

Products cannot be edited using Mobile

CRM. This is a server-side restriction. You have to use the desktop client to edit products.

17.2. Browse product fields

Follow these steps to browse the invoices fields:

1. Select “Products” from the home screen.

2. Select the product that you want to browse and hit “More”.

3. You see the basic info about the product.

Resco Mobile CRM

User Guide

Cases

18.1. Add new case

Follow these steps to create a new Case:

1. Select “Cases” from the home screen.

2. Hit the “+”button in the upper right corner.

3. Fill in the necessary fields.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server

Resco Mobile CRM

User Guide

18.2. Edit case

Follow these steps to edit the case fields:

1. Select “Cases” from the home screen.

2. Select a case and hit “More” button.

3. Change the fields that you need to.

You can switch between Info, Activities and Notes tabs in the lower tab panel.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server.

Resco Mobile CRM

User Guide

18.3. Browse case fields

Follow these steps to browse the cases fields:

1. Select “Cases” from the home screen.

2. Select the case that you want to browse and hit “More”.

3. You see the basic info about the case.

In the lower tab panel you can switch between several tabs to see more related info:

• Info

• Activities

• Notes

Resco Mobile CRM

User Guide

18.4. Resolve case

Follow these steps to resolve the case:

1. Select “Cases” from the home screen.

2. Select an open case and hit “More” button.

3. Tap the button in the upper right corner and choose “Resolve Case”.

4. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your

CRM server.

Resco Mobile CRM

User Guide

18.5. Cancel case

Follow these steps to cancel case:

1. Select “Cases” from the home screen.

2. Select an open case and hit “More” button.

3. Tap the button in the upper right corner and choose “Cancel Case”.

Synchronize your device if you are in the offline mode, so that the new changes will be uploaded also to your CRM server.

Annonce

RESCO MOBILE CRM

USER GUIDE

Access your CRM data on any mobile platform

– iPad, iPhone, Android, Windows Phone or Win XP/Vista/7/8

Contents

Synchronization

1.1. How to synchronize your device

1.2. Sync Troubleshooting

Setup screen

2.1. Turn on/off standard entities

2.2. Online Mode

2.3. Map + Dashboard

2.4. List Buttons

2.5. Max Attachment

2.6. Max Sync Record

2.7. Sync Login (background sync)

2.8. App Login

2.9. Use CRM Email

2.10. Reminder

About

Online/Offline mode

Dashboard

Map

6.1. Enabling map

6.2. Filtering map

6.3. Searching map

6.4. Current location

6.5. Satellite vs. Aerial map view

Navigation

7.1. Navigation (tablets)

7.2. Navigation (smartphones)

7.3. Filtering records

7.4. Searching records

Activities

8.1. Add new activity

8.2. Convert Appointment to

Opportunity

8.3. Convert Appointment/Call to Case

8.4. Complete Appointment or

Call

8.5. Cancel Appointment or Call

8.6. Set Call to “Made”

8.7. Set Call as Received

8.8. Cancel Call

Tourplan

9.1. Switch views

9.2. Create new appointment

Accounts

10.1. Switch to Map View

10.2. Add new Account

10.3. Edit account

10.4. Browse account fields

Contacts

11.1. Switch to Map View

11.2. Add new Contact

11.3. Edit account

11.4. Browse contacts fields

Leads

12.1. Switch to Map View

12.2. Add new Lead

12.3. Edit Lead

12.4. Browse leads fields

12.5. Qualify Lead

12.6. Disqualify lead

Opportunities

13.1. Add new Opportunity

13.2. Edit opportunity

13.3. Browse opportunity fields

13.4. Convert Opportunity to

Won

13.5. Convert Opportunity to

Lost – Out Sold

13.6. Convert Opportunity to

Lost - Canceled

Quotes

14.1. Add new Quote

14.2. Edit quote

14.3. Browse quote fields

14.4. Get products from opportunity to draft of a quote

14.5. Activate quote

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