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…
Field Service – Booking Rule example
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,…
How to fetch data from other Entities in Woodford (Without code)
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…
The state of Reporting for Field Service Mobile version 9.1
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…
Plugins in Resco Woodford – “The secret setting”
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…
How to add an Order Product to an Order using the Barcode Scanner with Resco Mobile CRM
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…
How to create a SSRS Report for one or more selected records
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…
How to add an Option Set as a parameter in a SSRS Report
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:
Exception has been thrown by the target of an invocation.( – Priorities)
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…
Field Service – Booking Alerts
In FieldOne Sky and Field Service you can create Booking Alerts which get displayed on the Schedule Board. First of all you go to the Schedule Board and click on the Actions tab and in the drop down list click…