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Resco Advantage CRM
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.
