You may have found text pop ups when using and navigating the Resco Mobile App. But what if you need to edit the message of the Alert? Here’s how you do it!   Go to Localizations   Drop down the ‘Standard App UI’ and click on ‘Alerts’   When I… Continue Reading Edit System Alerts in Woodford

I will demonstrate in this post how you can send a simple dynamic HTML email in Resco CRM.   In this example I want to send an email to the Customer when the Work Order Schedule Status Reason field is marked as ‘Planned’. Below is a screenshot on my full… Continue Reading Resco CRM – Sending a simple dynamic HTML Email

In this article I will go into detail of creating a Booking Rule and will also show an example of one.   Below is a working piece of source code which when a Resource Requirement is placed on the Schedule Board, runs a query to retrieve the Work Order ID… Continue Reading Field Service – Booking Rule Example

Here I will go into detail on how you can retrieve data from other entities without the need for code!   Load Reference Load Reference can only be used if there are Lookup’s on the form you wish to retrieve data from. In my example I want to retrieve the… Continue Reading How to fetch data from other Entities in Woodford (Without code)

This post will go into detail on the current state of Reporting for Field Service Mobile version 9.1. Below is just showing evidence of the version number of the app I was running. Mobile Reports One way of developing custom reports for Field Service is created Mobile Reports. These are… Continue Reading The state of Reporting for Field Service Mobile version 9.1

If you have been using Resco Mobile CRM for a while you may have realised that by default the mobile app does not update certain changes while you are in offline mode. One example would be that a back office user has deleted a record in CRM but that record… Continue Reading Plugins in Resco Woodford – “The secret setting”

This article will go into how you can use the JSBridge for Resco to streamline and automate processes. This example will demonstrate how you can add Order Products to an Order just by scanning products within the CRM system. I will assume that you already know how to create custom… Continue Reading How to add an Order Product to an Order using the Barcode Scanner with Resco Mobile CRM

This article will go into detail on how to create a report using SSRS which will run for one or more selected records. Firstly you should create two reports: Main Report Sub Report You can call these what ever you like.   Within the Main Report you should create a… Continue Reading How to create a SSRS Report for one or more selected records

In this post I will go through how you can create a SSRS Report parameter which contains Option Set values. To get all the values of your Option set, you will need to use the FetchXML below: <fetch> <entity name=”stringmap” > <attribute name=”attributevalue” /> <attribute name=”value” /> <filter type=”and” >… Continue Reading How to add an Option Set as a parameter in a SSRS Report

Recently we had an issue where every time we would open up the Schedule Board an error message would appear: Exception has been thrown by the target of an invocation.( – Priorities) We realised that there was a Priority with no name. This is strange as the name field is… Continue Reading Exception has been thrown by the target of an invocation.( – Priorities)