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Description of Resco Mobile CRM

Resco Mobile CRM application allows you to access your CRM data on the go. Connect directly to Microsoft Dynamics CRM, Oracle CX, and Salesforce offline/online, or use it to access other CRM and ERP systems.

This app boosts the productivity of sales representatives, field service technicians, field agents, managers – all who need mobility while working.
Resco Mobile CRM works in online and offline mode, which means you will be able to view/create/delete/modify data whenever you need to, even without an Internet connection. Fully integrated with your phone or tablet, it offers perks like, photo & signature capturing, phone call tracking, route planning, and barcode scanning.

Features
• Fully offline & online capable
• Work with your data in Salesforce offline & Oracle offline (Salesforce1 / Oracle Siebel all offline capable)
• Interactive maps that display accounts, contacts, activities and other types of records
• Multimedia support (pictures, documents, iFrames, and signatures)
• Calendar for scheduling appointments and creating tasks
• Adjustable filters and sorting
• Route planner
• Option to Run Reports
• Multi-language options
• Photo capturing
• Phone call & email tracking
• Barcode & QR code scanner
• SharePoint & Dropbox support
• MS Exchange & Gmail integration
• Encrypted database
• Fully customizable via Resco’s configurator
• NFC login

Already 65,000+ users utilize the professional version of this solution, ranging from small to midsize companies to large international enterprise corporations with thousands of mobile users. Join them, and see how easy it is to find information about your clients, create orders, track phone calls, and more.

IMPORTANT: With Resco Mobile CRM, log into your MS Dynamics CRM server (On-Premise or Online), Oracle CX, or Salesforce. You can also log into the Resco CRM server that serves as a Standalone CRM Solution or as middleware between your backend and the mobile client. Without the access to your CRM organization, you will be only able to work with the demo database.

Version history Resco Mobile CRM
New in MobileCrm 17.0.4
Bugfixes and performance improvements.
New in MobileCrm 16.1.6
Bugfixes and performance improvements.
New in MobileCrm 16.1.5
Bugfixes and performance improvements.
New in MobileCrm 16.1.3
Bugfixes and performance improvements.
New in MobileCrm 16.1.1
Platform
* Dark theme
* One-click color theme builder with reusable design tokens
* Salesforce - filter picklist options
* Rule - execute commands, trigonometric functions
Questionnaires
* Customize question group header
* Option to include default answers
Guides
* Full-text search
* AI-assisted guide generation/translation
Dataverse
* Tagged image / Floor plan
* Full sync support for virtual tables
* File columns on forms and reports
Resco Cloud
* Calculated fields
New in MobileCrm 16.0.9
Bugfixes and performance improvements.
New in MobileCrm 16.0.8
Bugfixes and performance improvements.
New in MobileCrm 16.0.7
Bugfixes and performance improvements.
New in MobileCrm 16.0.6
Bugfixes and performance improvements.
New in MobileCrm 16.0.5
Bugfixes and performance improvements.
New in MobileCrm 16.0.1
Bugfixes and performance improvements.
New in MobileCrm 15.3.2
Bugfixes and performance improvements.
New in MobileCrm 15.3.0
Inspections
- map questions to fields
- use in-line buttons to create a new instance of a repeatable group
- omit unanswered questions from reports

Guides
- tall images display in a nicer way
- multiple images per step
- rich text descriptions

Tree views
- better support for large data
- collapse tree nodes in a single tap
- create records button is now hidden if user cannot create records

Private views
- private views are now saved in the cloud
New in MobileCrm 15.2.2
Bugfixes and performance improvements.
New in MobileCrm 15.2.1
Bugfixes and performance improvements.
New in MobileCrm 15.1.2
Bugfixes and performance improvements.
New in MobileCrm 15.0.2
Bugfixes and performance improvements.
New in MobileCrm 15.0.1
Bugfixes and performance improvements.
New in MobileCrm 14.3.2
Bugfixes and performance improvements.
New in MobileCrm 14.3.1
Bugfixes and performance improvements.
New in MobileCrm 14.2.2
Bugfixes and performance improvements.
New in MobileCrm 14.2.0
Questionnaires
- question groups can now be collapsed and expanded
- questions can be organized in grid layout
- you can now answer image question with multiple images
- new command View Report for generated reports
Mobile Reports
- option to save and close generated reports immediately
- you can now add QR codes to reports
Routes AI
- optimizing routes now also considers traffic information
New search function in tree view
Schedule Board
- list of sources moved to the right pane
New in MobileCrm 14.1.2
Bugfixes and performance improvements.
New in MobileCrm 14.1.1
* Menu item badges
* Auto-refresh Views in Online mode
* Route Planner with refreshed design and advanced optimization
* Improved scheduling with travel times and recurrence
* UI Improvements - configurable borders for edit items
* Support for Hindi language (LCID 1081)
New in MobileCrm 14.0.4
Fixed login with dynamics guest account
New in MobileCrm 14.0.1
Bugfixes and performance improvements.
New in MobileCrm 14.0.0
Route Planner – custom Start/Finish Location with auto-complete, custom Opening Hours, Fixed Appointments, enhanced optimization
Houston – easy arrow drawing, AR call support for Android
DocuSign - offline digital signature on iOS
Inspections - image questions support cloud storages such as SharePoint, DropBox, OneDrive, and others
UI - rounded images in lists, custom background colors editor
Mobile Reports – configurable Execute Report behavior, cell justification, fine font size adjustment
New in MobileCrm 13.3.4
Bugfixes and performance improvements.
New in MobileCrm 13.3.3
Bugfixes and performance improvements.
New in MobileCrm 13.3.2
Bugfixes and performance improvements.
New in MobileCrm 13.3.1
Bugfixes and performance improvements.
New in MobileCrm 13.2.2
Bugfixes and performance improvements.
New in MobileCrm 13.2.1
Bugfixes and performance improvements.
New in MobileCrm 13.2.0
Platform
- Offline digital signatures with DocuSign
- Introducing new Timeline Control for activities or any other entity
- Simplified icon configuration for all types of Tabs
- New Home Menu designer
- Salesforce Chatter Entity Feeds (Beta)

Inspections
- Localized Questionnaires
- New options to significantly improve performance, synchronization and server data footprint
- User can add textual description to image questions
New in MobileCrm 13.1.3
v13.1.3
Bug fixes and improvements

v13.1.0
Summer Release

Inspections
- Questionnaire Scoring
- track Questionnaire Completion time
- improved storage options for static images
- rules performance optimization

Platform
- Process Control to guide users through a series of steps
- simplified icons configuration with partial WYSIWYG
- chart improvements - dynamic date grouping, multiple Group By clauses
New in MobileCrm 13.1.2
v13.1.2
Bug fixes and improvements

v13.1.0
Summer Release

Inspections
- Questionnaire Scoring
- track Questionnaire Completion time
- improved storage options for static images
- rules performance optimization

Platform
- Process Control to guide users through a series of steps
- simplified icons configuration with partial WYSIWYG
- chart improvements - dynamic date grouping, multiple Group By clauses
New in MobileCrm 13.1.1
v13.1.1
Bug fixes and improvements

v13.1.0
Summer Release

Inspections
- Questionnaire Scoring
- track Questionnaire Completion time
- improved storage options for static images
- rules performance optimization

Platform
- Process Control to guide users through a series of steps
- simplified icons configuration with partial WYSIWYG
- chart improvements - dynamic date grouping, multiple Group By clauses
New in MobileCrm 13.0.4
v13.0.4
• Bug fixes & improvements
v13.0.0
• Improved Form Table Designer
• Enhanced Signature Flow
• Editable Images and Rich Text on Forms
• Automatic Photo Crop with aspect ratio
• Synchronization can be canceled by user
• Significant database performance improvements
New in MobileCrm 13.0.2
v13.0.2
• Bug fixes & improvements
v13.0.0
• Improved Form Table Designer
• Enhanced Signature Flow
• Editable Images and Rich Text on Forms
• Automatic Photo Crop with aspect ratio
• Synchronization can be canceled by user
• Significant database performance improvements
New in MobileCrm 13.0.1
v13.0.1
• Bug fixes & improvements
v13.0.0
• Improved Form Table Designer
• Enhanced Signature Flow
• Editable Images and Rich Text on Forms
• Automatic Photo Crop with aspect ratio
• Synchronization can be canceled by user
• Significant database performance improvements
New in MobileCrm 13.0.0
• Improved Form Table Designer
• Enhanced Signature Flow
• Editable Images and Rich Text on Forms
• Automatic Photo Crop with aspect ratio
• Synchronization can be canceled by user
• Significant database performance improvements
New in MobileCrm 12.3.2
v12.3.2
• Bug fixes and improvements

v12.3.0
• Brand new look & feel of Charts
• Rules support square root and other math operators
• Support for Salesforce Time type
• Various bugfixes and performance improvements
New in MobileCrm 12.3.1
v12.3.1
• Bug fixes and improvements

v12.3.0
• Brand new look & feel of Charts
• Rules support square root and other math operators
• Support for Salesforce Time type
• Various bugfixes and performance improvements
New in MobileCrm 12.3.0
• Brand new look & feel of Charts
• Rules support square root and other math operators
• Support for Salesforce Time type
• Various bugfixes and performance improvements
New in MobileCrm 12.2.2
v12.2.2:
- Bug fixes & improvements

v12.2.0:
- Azure Image Recognition
- Buttons on Entity Forms
- Reuse Answers from existing Questionnaires
- Questionnaire Template Versioning
- SmartWatch support for Inspections
- Improvements in Scheduler, Location Monitor and Sync Dashboard
New in MobileCrm 12.2.1
v12.2.1:
- Bug fixes & improvements

v12.2.0:
- Azure Image Recognition
- Buttons on Entity Forms
- Reuse Answers from existing Questionnaires
- Questionnaire Template Versioning
- SmartWatch support for Inspections
- Improvements in Scheduler, Location Monitor and Sync Dashboard
New in MobileCrm 12.1.4
v12.2.0:

Azure Image Recognition
- use AI to recognize items in captured images

Buttons on Entity Forms
- execute actions directly from form's UI

Reuse Answers from existing Questionnaires
- pre-fill values from previously answered Questionnaires

Questionnaire Template Versioning
- rollout different Questionnare versions

SmartWatch support for Inspections
- execute & complete Questionnaires also on Android Wear devices

Improvements in Scheduler, Location Monitor and Sync Dashboard
New in MobileCrm 12.1.0
v12.1.0:
Grid - arrange form fields in grid pattern
Collapse less often visited views
Force customization - new customization applied on start, sync switches to background
All Salesforce files related to object (not just from user library) can be available offline
Generated signatures and reports can be stored in Salesforce Files
VoiceControl - talk to App
Business Process Flow supports last Dynamics version
Detailed sync progress
New in MobileCrm 12.0.2
v12.0.2:
Bug fixes and improvements

v12.0.0:
Auto Form Grid - display form fields next to each other horizontally
Downscale images from photos
Hide inline buttons on click outside
Push notifications grouping

Synchronization
Do not download online-only N:N entities
Cleanup phase optimization
OneDrive supports both business and personal login
Optional Incremental sync with sync-filter

Email
Automatically use CRM login for Exchange
Display meeting response details
New in MobileCrm 12.0.1
v12.0.1:
Bug fixes and improvements

v12.0.0:
Auto Form Grid - display form fields next to each other horizontally
Downscale images from photos
Hide inline buttons on click outside
Push notifications grouping

Synchronization
Do not download online-only N:N entities
Cleanup phase optimization
OneDrive supports both business and personal login
Optional Incremental sync with sync-filter

Email
Automatically use CRM login for Exchange
Display meeting response details
New in MobileCrm 12.0.0
Auto Form Grid - display form fields next to each other if there is enough horizontal space
Downscale images from photos
Hide inline buttons on click outside
Push notifications grouping
Route Planner - SalesForce.com support

Synchronization
Do not download online-only N:N entities
Cleanup phase optimization
OneDrive supports both business and personal login
Optional Incremental sync with sync-filter

Email
Automatically use CRM login for Exchange
Display meeting response details
New in MobileCrm 11.3.2
v11.3.2
- Bug fixes & improvements

v11.3 (Winter release)
- New Mobile Report editor
- Custom Fonts used in views and forms.
- Dynamics 365 Field Level Permissions
- Route Planner optionally filters user-owned records
- Background non-blocking attachment sync
- Box File Service
- Azure Blob Storage for Dynamics 365
- DocuSign reads signature fields from PDF
- Favorites improved
New in MobileCrm 11.3.0.3
v11.3 (Winter release)
- New Mobile Report editor
- Custom Fonts used in views and forms.
- Dynamics 365 Field Level Permissions
- Route Planner optionally filters user-owned records
- Background non-blocking attachment sync
- Box File Service
- Azure Blob Storage for Dynamics 365
- DocuSign reads signature fields from PDF
- Favorites improved
New in MobileCrm 11.2.4
v11.2.4:
• Bug fixes and improvements

v11.2:
• Long-press to create record on a map
• Optimized images in Mobile Reports
• Attachment sync filter
• Support for Azure attachments
• Multiple forms per entity
• Route Planner optimization
• Add/remove fields in export dialog.

Salesforce:
• Improved API call consumption, synchronization conflicts and upload of binary files
• Support for dependent picklists based on Record Types
New in MobileCrm 11.2.3
v11.2.3:
• Bug fixes and improvements

v11.2:
• Long-press to create record on a map
• Optimized images in Mobile Reports
• Attachment sync filter
• Support for Azure attachments
• Multiple forms per entity
• Route Planner optimization
• Add/remove fields in export dialog.

Salesforce:
• Improved API call consumption, synchronization conflicts and upload of binary files
• Support for dependent picklists based on Record Types
New in MobileCrm 11.2.2
v11.2.2:
• Bug fixes and improvements

v11.2:
• Long-press to create record on a map
• Optimized images in Mobile Reports
• Attachment sync filter
• Support for Azure attachments
• Multiple forms per entity
• Route Planner optimization
• Add/remove fields in export dialog.

Salesforce:
• Improved API call consumption, synchronization conflicts and upload of binary files
• Support for dependent picklists based on Record Types
New in MobileCrm 11.1.3
v11.1.3
• Bug fixes & improvements
v11.1
• Favorites stored as records in CRM
• Native PDF Viewer
• New-line escaped in Reports
• RFID Bluetooth scanner support
• Exchange integration improved
• Resizable view columns & splitter between list/form
• Create record on map via Long-press
• Load Image for cloud documents
• DocuSign: PDF documents & Mobile Reports
• Faster Sync for large installations & Sharepoint
• Salesforce: Languages import, Dependent Picklist support, Inspections & Questionnaires
New in MobileCrm 11.1.1
v11.1.1
• Bug fixes & improvements
v11.1
• Favorites stored as records in CRM
• Native PDF Viewer
• New-line escaped in Reports
• RFID Bluetooth scanner support
• Exchange integration improved
• Resizable view columns & splitter between list/form
• Create record on map via Long-press
• Load Image for cloud documents
• DocuSign: PDF documents & Mobile Reports
• Faster Sync for large installations & Sharepoint
• Salesforce: Languages import, Dependent Picklist support, Inspections & Questionnaires
New in MobileCrm 11.1.0
• Favorites stored as records in CRM
• Native PDF Viewer
• New-line escaped in Reports
• RFID Bluetooth scanner support
• Exchange integration improved
• Resizable view columns & splitter between list/form
• Create record on map via Long-press
• Load Image (preview) for cloud documents (via cell style image query)
• DocuSign: PDF documents & Mobile Reports
• Faster Sync for large installations & Sharepoint
• Salesforce: Languages import, Dependent Picklist support, Inspections & Questionnaires
New in MobileCrm 11.0.2
• Electronic PDF signature via UniverSign
• Dynamics 365 on-premise SSRS report support
• Aggregated map pins
• Merge dialog for sync conflicts
• Salesforce sync 2x faster
• Attachment sync on background
• Auto track emails once in conversation
• Import/merge data dialog
• Text annotation in image editor
• EAN 2/EAN 5 barcode support + optional required length
• Import Salesforce layouts
• Salesforce layout and Record Type config support
New in MobileCrm 11.0.1
• Electronic PDF signature via UniverSign• Dynamics 365 on-premise SSRS report support• Aggregated map pins• Merge dialog for sync conflicts• Salesforce sync 2x faster• Attachment sync on background• Auto track emails once in conversation• Import/merge data dialog• Text annotation in image editor• EAN 2/EAN 5 barcode support + optional required length• Import Salesforce layouts• Salesforce layout and Record Type config support
New in MobileCrm 11.0
• Electronic PDF signature via UniverSign• Dynamics 365 on-premise SSRS report support• Aggregated map pins• Merge dialog for sync conflicts• Salesforce sync 2x faster• Attachment sync on background• Auto track emails once in conversation• Import/merge data dialog• Text annotation in image editor• EAN 2/EAN 5 barcode support + optional required length• Import Salesforce layouts• Salesforce layout and Record Type config support
New in MobileCrm 10.3.6
Mobile Reports• Support for custom fonts in Word output format• Load static images using data field binding• Universign (support for legal PDF signature)Security & Configuration• Optionally hide locked configuration items• Native OAuth Support (outside of app)• OAuth Support in external modeApp• Configurable list header per view/in-line record creation• Global Search• Ring Central support• Support for Connection RoleQuestionnaire support• Standard+Image fields
New in MobileCrm 10.3.5
Mobile Reports• Support for custom fonts in Word output format• Load static images using data field binding• Universign (support for legal PDF signature)Security & Configuration• Optionally hide locked configuration items• Native OAuth Support (outside of app)• OAuth Support in external modeApp• Configurable list header per view/in-line record creation• Global Search• Ring Central support• Support for Connection RoleQuestionnaire support• Standard+Image fields
New in MobileCrm 10.3.1
Mobile Reports• Support for custom fonts in Word output format• Load static images using data field binding• Universign (support for legal PDF signature)Security & Configuration• Optionally hide locked configuration items• Native OAuth Support (outside of app)• OAuth Support in external modeApp• Configurable list header per view/in-line record creation• Global Search• Ring Central support• Support for Connection RoleQuestionnaire support• Standard+Image fields
New in MobileCrm 10.3.0.4
Mobile Reports• Support for custom fonts in Word output format• Load static images using data field binding• Universign (support for legal PDF signature)Security & Configuration• Optionally hide locked configuration items• Native OAuth Support (outside of app)• OAuth Support in external modeApp• Configurable list header per view/in-line record creation• Global Search• Ring Central support• Support for Connection RoleQuestionnaire support• Standard+Image fields
New in MobileCrm 10.2.1
v10.2.1:- Bug fixes & improvementsv10.2:- Show notification when sync finishes- Select/Deselect all in multi-sel mode- Simple initial Home Item setup- Preview offline changes dialog- DataMatrix 2D Barcode support- Offline Maps- Custom overlays for MapBox- Setup initial map position and zoom- Glympse integration- Private Chat channels- Create and fill dynamic questionnairesSynchronization- Upload changes in the order of creation- Download optimization
New in MobileCrm 10.2.0.5
v10.2:- Show notification when sync finishes- Select All / Deselect all in multi-sel mode- Simple initial Home Item setup- Preview offline changes dialog- DataMatrix 2D Barcode support- Offline Maps- Custom styles (overlays) for MapBox- Setup initial map position and zoom- Glympse agent integration- Private Chat channels (invisible unless invited)- Create and fill dynamic questionnairesSynchronization- Upload changes in the order of creation- Download optimization
New in MobileCrm 10.1.2
v10.1.2- Bug fixes and improvementsv10.1- Exchange/Google accounts fixes- Google contacts synchronization- Android call screen (requires alert window permission)- Show email sync errors- Email sync after an email was sent- Editable list in Agenda view- Mobile Audit Analytics- Offline Maps- Footer: record count/aggregation- Sort by Header click- Extended Note attachment sync filter- SharePoint speed improvements- Mobile Reports improvements
New in MobileCrm 10.1.1
v10.1- Exchange/Google accounts fixes- Google contacts synchronization- Android call screen (requires alert window permission)- Show email sync errors- Email sync after an email was sent- Editable list in Agenda view- Mobile Audit Analytics- Offline Maps- Footer: record count/aggregation- Sort by Header click- Extended Note attachment sync filter- SharePoint speed improvements- Mobile Reports improvements: max count of records in repeater, Font-weight styles, Run report from view
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