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Woodford is a tool that lets you customize and configure MobileTech for your business purposes. For information on customizing and configuring entities, see Use Woodford to modifying entities.

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

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

    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.

Important information for upgrade customers who already use Woodford

Do not install a version of Woodford that is newer than v8.3.2

If you are using a previous version of MobileTech and you already have Woodford installed, review this information carefully before you install the latest compatible version of Woodford.

Do not install a newer 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.

When you launch Woodford, if the "New update is available" message is displayed, choose Later.

After you install and activate Woodford, we recommend that you set up Woodford so you are not prompted to install a newer version when it is released by Resco. In Woodford, choose Settings and unmark the Check for updates on startup check box.

Import a new project file

Follow these steps to import the new Woodford project file.

  1. Back up and rename the Woodford project
    Back up the Woodford project and rename it (for example, OLD_MobileTech.woodford).
  2. Deactivate the old Woodford project
    Select the project file that you renamed in the previous step and choose Deactivate.
  3. Load the new Woodford project file
    Changes have been made to the application that require a new MobileTech.woodford project file be used.
  4. Reapply customizations after you install
    If you have already made customizations to MobileTech by using Woodford, you must reapply those customizations each time you upgrade MobileTech and the corresponding Woodford project.
  5. Publish the new project file
    Double-click the new MobileTech.woodford project file and choose Publish All.
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