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Note

You must install and activate Woodford, regardless of whether you will customize MobileTech.

These are some of the customization options you can make with Resco Woodford:

  • Design and add new views or change existing views.
  • Change field labels, entities, and alerts, and hide fields on pages.
  • Manage security and view information about devices that sync with the MobileTech web service, such as the operating system, version, current user, and sync dates.
  • Specify global sync settings for all technicians (On Load, On Change, and On Save).

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We recommend that when you launch Woodford, you log on by using the system administrator credentials you used when you installed MobileTech Administration.

  1. In MobileTech Administration, choose Tools > Launch Woodford. 
  2. Enter the URL, user name, and password to log on to Woodford. 
    The URL must include the server name and port where MobileTech is installed, and the name of the company database (in lowercase letters). Example: http://servername:8080/companydatabase
  3. Choose OK. 
  4. The Registered User window might be displayed. If it is, enter your contact information in the window and choose Register.

  5. If the "New update is available" message is displayed, choose Later. 

    Warning

    Do not install a new version of Woodford until you are instructed to do so by KEY2ACT. Woodford is a third-party product and you must use a version of Woodford that is compatible with MobileTech R7.0.


  6. Choose Import and browse to the location where the MobileTech.woodford file was saved when you installed MobileTech Administration. For most users, the location of the Woodford file is C:\Program Files (x86)\Signature MobileTech Admin\Woodford.The Add Mobile Project window is displayed.
  7. In the Type and Template fields, accept the default entries.
  8. In the Name field, enter MobileTech.
  9. Mark the MobileTech check box for the role.
  10. Choose OK. The exclamation point next to the mobile project indicates that the project has not been published.
  11. Double-click the MobileTech mobile project and choose Publish All.
  12. Sync your device. The "Application was updated" message is displayed to indicate that a Woodford project is active.
  13. Unmark the option to be notified when Woodford updates are available. In Woodford, choose Settings and unmark the Check for updates on startup check box.
  14. Save the changes.


For information about how to use Woodford to customize your application, see the Resco Mobile CRM Woodford User Guide.