Tech Talk: Success

As your Customer Success Management team, our primary goal is to ensure that our solution aligns perfectly with your business needs and helps you reach your goals. One of the most effective ways to do this is through a regular business review, where we can step back and take a holistic look at our partnership. What is a business review? A business review is an opportunity to analyze how you are currently using our platform, celebrate your successes, identify areas for improvement, and look Read more

Mobile users have come to expect an intuitive experience in apps, and when they have questions, they anticipate answers just a click away. With Help Options, you can add context-based info right within the forms, to guide them through a workflow, to help answer questions or connect to a technical support team. Here are the key benefits of integrating this feature: Increased User Engagement Help Options offers users a direct pathway to additional information, fostering greater engagement. By Read more

Introduction to DREL You might have heard of TrueContext's custom language, Data Reference Expression Language (DREL). It's a powerful tool that enhances your workflows and documents. DREL enables you to automate tasks, such as filtering documents into specific folders within your document storage platform or populating responses into your documents. What is DREL? DREL, or Data Reference Expression Language, is TrueContext's proprietary language designed to automate the extraction of specific Read more

What is the real value that can be extracted from a field service technology solution?  TrueContext excels when it comes to providing field technicians with a robust method of completing their daily tasks. The tool helps them by providing step-by-step guides leveraging your business intelligence, whilst enabling them with back-office data to enrich the experience, and at the end of the workflow packaging all this invaluable detail and housing it in your systems of records. However, in my opinion, Read more

Let's talk about Workflows!   If you google "What is a workflow?" You end up with many definitions, all telling you it's something different. In the TrueContext ecosystem a workflow is a series of business processes that control the flow of data and information out to the field, support the method of capture of field data and finally control the flow of the data back into your internal systems.   As an industry leading field services app, our platform is perfect to address the Read more

Conditional Logic allows forms to adapt dynamically based on user inputs, offering a personalized and intuitive experience. By presenting or hiding objects based on specific criteria, Conditional Logic streamlines the form-flow process, guiding users seamlessly through each step.  This article will offer insight into some of the best practices that Workflow Designers can employ when implementing business intelligence within the TrueContext platform. Whether you are a seasoned or novice Read more

Each business is different, there are certain requirements that are needed for a business to operate optimally. Many customers utilize our custom documents to ensure their documents reflect their business and ensure it's a seamless experience for their customers. With custom documents, you'll be able to create your own branded documents tailored to your business requirements. We have self-service options that are currently available in our environments when it comes to creating custom documents. Read more

Hi everyone, My name is Chris Fraser and I'm an Enterprise Customer Success Manager here at TrueContext. Over the past 3 months I've been working on reviewing and improving our onboarding process. With focus primarily aimed internally to date, I'm now shifting gears to look externally at how our clients view onboarding. Today's post is all about feedback and I hope to hear from as many of you as possible with your experience deploying our platform as part of your business transformation projects. Read more

Support Information, including a web address, phone number and email address, can be found in the ProntoForms Settings on mobile devices. By default, this page displays the contact information for ProntoForms' technical support team.  As a best practice step, we strongly recommend customizing this detail to point your end users to your own corporate help desk. Once this is configured, the information will appear in the Settings of the ProntoForms application. Note: Support information can Read more

In this post we wanted to highlight some of the ProntoForms resources available to you. If your company has ProntoForms already implemented but is new to you, or if your company is new to ProntoForms and you've been tasked with administering the system – this post is for you! ProntoForms University Login required (same login as ProntoForms Community) Self-paced learning with knowledge checks Familiarize yourself with the ProntoForms system and Basic Analytics through our learning Read more