Resco Advantage CRM User Guide
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RESCO ADVANTAGE CRM
USER GUIDE
Access your CRM data on any mobile platform
iPad, iPhone
Android Phone & Tablet 2.2 +
Windows Phone 7 +
Windows 8.1, RT
Contents
Synchronization ....................................................................1
Online/Offline mode .............................................................2
Dashboard ............................................................................3
Map .....................................................................................4
Enabling the map ............................................................... 4
Filtering the map ................................................................ 5
Searching the map ............................................................. 5
Current location ................................................................. 5
Satellite vs. Aerial map view .............................................. 5
Activities ..............................................................................6
Add New Activity ................................................................ 6
Complete Appointment or Task ......................................... 6
Cancel Appointment or Task .............................................. 6
Calendar ...............................................................................8
Switch Views ...................................................................... 8
Create a New Appointment ............................................... 8
Accounts ..............................................................................9
Switch to a Map View ........................................................ 9
Add a New Account ............................................................ 9
Edit Account ....................................................................... 9
Browse Account Fields ..................................................... 10
Notes Tab ......................................................................... 10
Call or E-mail the Account from the App ......................... 10
Contacts ............................................................................. 11
Switch to a Map View ...................................................... 11
Add a New Contact .......................................................... 11
Edit Contact ...................................................................... 11
Browse Contact Fields ...................................................... 11
Deals .................................................................................. 12
Switch to a Chart View ..................................................... 12
Add a New Deal ................................................................ 12
Edit Deal ........................................................................... 12
Convert a Deal to Won or Lost ......................................... 13
Products ......................................................................... 14
Add a New Product ...................................................... 14
Edit Product .................................................................. 14
Browse Product Fields .................................................. 14
Setup screen ................................................................... 15
Online Mode ................................................................ 15
Auto Sync ..................................................................... 15
Map + Dashboard ......................................................... 15
Max Attachment Size ................................................... 16
Max Sync Records ........................................................ 16
Sync Login (Background Sync) ...................................... 16
Save Password .............................................................. 16
Use CRM Email ............................................................. 16
Use Reminders ............................................................. 16
Language ...................................................................... 17
Display Density (for Android only) ............................... 17
Phone App .................................................................... 17
Private Views ................................................................ 17
Change Server .............................................................. 17
Delete Data .................................................................. 17
Home Realm ................................................................. 17
Web Service ................................................................. 18
Max Image Size (for iOS) .............................................. 18
Record Quality (for iOS) ............................................... 18
Private Calendars ......................................................... 18
About ............................................................................. 18
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Resco Advantage CRM
User Guide
Synchronization
How to log in and synchronize your mobile device:
1. Tap the Sync button in the app
2. Enter your login credentials provided by your Advantage CRM system administrator:
Type your server URL
(Example: https://t-crm.rescoadvantage.com/yourorganizationname)
Type your User Name and Password
3. Set up the User Mode to Standard User
Save password: the app will save your password and you won’t be prompted to insert it again when you sync the app the next time
Please make sure you have the time zone, date and time set correctly on your mobile device.
4. Tap the Sync button again. It will connect you to the Advantage CRM server.
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 deal, update contact details etc.) is instantly reflected on your CRM server as well. Active mobile Internet connection or WiFi is necessary.
Offline mode – the application stores the 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 deal, update contact details etc.) will be reflected on your CRM server after you will hit the “Synchronize” button in the upper right corner.
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Resco Advantage CRM
User Guide
Dashboard
The dashboard shows 3 charts: a pie chart with All opportunities by customer, a pie chart with My opportunities by customer and a bar chart with My deals by type.
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User Guide
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Resco Advantage CRM
User Guide
Map
You can see the overview of all your accounts and contacts on the 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 or edit fields associated with this record.
4.1. Enabling the map
The map works with GPS coordinates, that is 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 the GPS positions updated.
It is possible to use the ‘Update GPS’ button to assign a GPS position to a record when the mobile device is at the desired location. Set this up in the
Address Tab of the chosen record by tapping the More button (right upper corner) or you can manually fill in the Latitude and Longitude in the Address
Tab.
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4.2. Filtering the map
Map can be filtered to view:
All (accounts + contacts) – accounts are red, contacts are green
Accounts
Contacts
4.3. Searching the map
Searching the map is dynamic. You see partial results while typing the name of the record you are searching for. Records that do not match the searched string will become semi-transparent. If a record you are looking for doesn’t directly start with the searched word, but only contains it, use a percentage sign (%) in the beginning.
4.4. Current location
The ‘target button’ will zoom in your map into your current location. This is also a default view when you select the map from the menu.
4.5. Satellite vs. Aerial map view
Satellite button can be used to switch between aerial and satellite map view.
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Activities
5.1. Add 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 or Task).
3. Fill in the necessary fields (the Subject in red is compulsory to be filled in).
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.
5.2. Complete Appointment or Task
1. Select “Activities” from the home screen.
2. Select the activity that you want to mark as completed. You can choose only Appointment or Task 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.
5.3. Cancel Appointment or Task
1. Select “Activities” from the home screen.
2. Select the activity that you want to cancel. You can choose only
Appointment or Task 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.
You can filter activities according to Activity type, View, Due date and Sort.
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User Guide
Calendar
6.1. Switch Views
Appointments will appear when you select the Calendar from the home screen. You can filter the Calendar 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.
6.2. Create a New Appointment
You have 2 options to create a new appointment from the calendar view:
1. Hit the “+” button located in the upper right corner of the calendar view.
Fill in the necessary fields and hit the “save” button in the upper right corner.
2. In the Day, Week or Month view, tap on the screen and 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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User Guide
Accounts
7.1. Switch to a Map View
You have an option to view the account on the map. Select Accounts from the home screen. Tap on the chosen account. Tap the “Map” button located in the upper left corner on the newly opened column.
7.2. Add 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 (Here you can also Update GPS or Update
Address to your current location when tapping on the More button on this tab).
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.
7.3. Edit Account
1. Select “Accounts” from the home screen.
2. Select the account that you need to edit and hit “More”.
3. Change the fields that you need to. You can switch between Info,
Address, Contacts, Deals, 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.
6. You cannot delete the record, only edit it.
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7.4. Browse Account 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
Address
Map
Contacts
More (Deals, Activities and Notes)
7.5. Notes Tab
Tap on the Notes Tab (in the bottom panel) in the chosen Account. Here you can attach notes related to the Account. For example, tap on the Photo button in the right upper corner to take a picture and store it here. Or tap on the "+" button in the right upper corner to create a note with a description and attach a signature to it (you can draw on the screen here) or any other remark.
7.6. Call or E-mail the Account from the App
You can directly call or e-mail an account from the app.
Either you go into the Accounts section, choose a record for Android to see the Call and E-mail buttons, or for iOS swipe your finger from left to right in the desired row to see the inline action buttons for making a Call or write an
E-mail. Also, you can go directly into the Account and tap on the Phone icon next to the phone number or the Envelope button next to the E-mail address.
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User Guide
Contacts
8.1. Switch to a Map View
You have the 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.
8.2. Add 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.
8.3. Edit Contact
1. Select “Contacts” from the home screen.
2. Select the contact 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.
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.
6. You cannot delete any record, only edit it.
8.4. Browse Contact 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, Address, Map,
Activities, Notes
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User Guide
Deals
Deals aggregate your Opportunities, Quotes, Orders and Invoices.
9.1. Switch to a Chart View
You have an option to view the deals in a chart. Select Deals from the home screen. Tap the “Chart” button located on the upper right corner of the deals’
“view” column. You can filter the view by View (All Deals, My Closed Deals, My
Invoices, My Opportunities, My Orders, My Quotes or Advanced Find, where you define your conditions or criteria) and by Chart (All Opportunities by
Customer, My Deals by Type or My Opportunities by Customer).
9.2. Add a New Deal
1. Select “Deals” from the home screen.
2. Hit the “+” button in the upper right corner.
3. Fill in the necessary fields.
4. Choose Status Reason: Opportunity, Quote, Order, Invoice, Won or Lost.
5. You can also add products when you change the tab at the bottom of the screen.
6. Hit the save button located in the upper right corner.
7. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server.
8. You cannot delete any record, only edit it.
9.3. Edit Deal
1. Select “Deals” from the home screen.
2. Select an active deal that you need to edit and hit “More”.
3. Change the fields that you need to. If you cannot edit any field, you have selected an inactive deal 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.
9.4. Convert a Deal to Won or Lost
Follow these steps to convert the opportunity to “won” or “lost”:
1. Select “Deals” from the home screen.
2. Select an active deal that you want to convert. Hit “More” button.
3. Tap the button in the upper right corner and choose “Won” or “Lost”.
Deactivated deals cannot be converted. If you don’t see any button in the upper right corner and you cannot edit any fields in the deal, it means that the selected deal 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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Products
10.1. Add a New Product
Follow these steps to create a new Product:
1. Select “Products” from the home screen.
2. Hit the “+” button in the upper right corner.
3. Fill in the necessary fields liked Product Name and ID.
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
10.1. Edit Product
Follow these steps to edit the product fields:
1. Select “Products” from the home screen.
2. Select the product that you need to edit and hit “More”.
3. Change the fields that you need to.
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.
10.2. Browse Product Fields
Follow these steps to browse the products 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. In the lower tab panel you can switch to the Notes tab. Here you can add Notes by tapping the
“+” button: Change the Title, Description and add an attachment by tapping Attachment from the tab menu. You have the option to
Capture Picture, Choose Picture, Select File, Record Audio or Record
Video.
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Resco Advantage CRM
User Guide
Setup screen
Setup screen was designed to set up the appearance and functions of the
Resco Advantage CRM.
IMPORTANT NOTE: You have to hit the “Save” button and restart the application in order to see new changes.
11.1. Online Mode
4 options to choose from:
Always – app runs always in online mode
WiFi Only – 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
11.2. Auto Sync
4 possibilities:
Never – auto synchronization is turned off
On Start – app syncs automatically at the start of the app
On Change – every time the user modifies something, the app will automatically sync the change
On Start & Change – combination of both
11.3. Map + Dashboard
Turn ON or OFF the map and the dashboard views.
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11.4. Max Attachment Size
Set maximum size of each attachment file. The value inserted is in Bytes.
11.5. Max Sync Records
Set maximum amount of records that will be synced for each menu item.
IMPORTANT NOTE: If you don’t see all your contacts, accounts, deals, 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.
11.6. Sync Login (Background Sync)
If this button is switched off, the sync pop-up 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 is synchronizing with the CRM server.
11.7. Save Password
If this is set to ON, the app will not require the login information each time it is launched.
11.8. Use CRM Email
If this is set to ON, emails sent directly from the app will be sent using your
Advantage CRM server.
If this is set to OFF, emails sent from the app will be sent using the default email client of your mobile device.
11.1. Use Reminders
If this is set to ON, your mobile device will show you push reminders regarding your own CRM activities.
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11.2. Language
Change the language of the app here from 16 available translations. By default it is set to Automatic, this means the app uses the language of your mobile device.
11.3. Display Density (for Android only)
Set up the resolution (DPI) for your Android device (tablet or smartphone) – from Low to Extra Extra High.
11.4. Phone App
Choose which application should be used for calling from the app – whether the phone or Skype (if installed). For iOS devices you have also the option to choose Facetime.
11.5. Private Views
If you created and saved your Private Views with Advanced Find, you can view them all here.
11.6. Change Server
Shows the Sync login window. If you set the background sync, you can change the user login settings here.
11.7. Delete Data
You can delete your whole database from the app on your device here. All saved data and previously synchronized, can be then downloaded again with synchronizing the app with the server.
11.8. Home Realm
This is a system setup. No need to change here anything.
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11.9. Web Service
Auto – standard setting
Xrm – if you have issues with synchronization, choose the Xrm option
11.10. Max Image Size (for iOS)
Default / 640 x 480 / 1024 x 768 / 1600 x 1200 / 2048 x 1536 / 2592 x
1936
11.11. Record Quality (for iOS)
Low / Medium / High
11.12. Private Calendars
If this is set to ON, your mobile device will show you push reminders regarding your own CRM activities. Also, you will be able to see the activities from your device’s calendar in the CRM app calendar.
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” button (icon in the right upper corner) where you can email the log information to our technical support team. Add the description of the problem you encountered or add the e-mail address of your helpdesk you are in contact with.
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