Frequently Asked Questions

Ask a new question
Cancel
I keep getting Salesforce Login Page when I open the mJobForce App

We are aware of this issue. This happens whenever you click on Salesforce icon on the mJobForce App and are not able to successfully login to Salesforce a/c. The app gets stuck at Salesforce login page. The obvious workaround is to successfully login to your Salesforce a/c and in case if you do not have Salesforce a/c, you can go ahead and create one and login. The other workaround is to power off and power on your smart phone, once you power on again and open mJobForce, you should see the home screen. In order to avoid this issue the recommendation is to have salesforce uid/pw.

Back to top
I am not able to import CSV file properly, what should I do?

This is a very common issue. First of all one has to understand that CSV is a comma separated value, which means the fields are separated by comma. In order to make sure that your CSV file is well formed, one need to make sure there are no commas inside the field. In case if you intend to have comma inside the field, it is a good idea to enclose the field within double quotes. Secondly, make sure you have only those fields that you intend to import, it is a good idea to clean and remove unwanted fields. Also it is important to have name fields (first name, last name) in your CSV else the imported record would be orphan and would not be associated with any name. The orphan records are also not visible on your app.

Back to top
The search button is missing in my phone. How do I search for contacts?

Some of the newer android phones do not have search buttons, however the search functionality has been always been there. In order to perform search on your contacts. Do following: 1) Go to All Contacts 2) Press and hold menu button for search to come up

Back to top
When I manually add contact, it does not show up in the list?

When you try to manually add contact you need to make sure you are doing minimal input with non blank first name, last name and at least one phone number. Since the app dialer need to have phone number the system does not allow any contact to appear in display without a phone number. Kindly try adding the contact always with at least one phone number.

Back to top
How do I use Google Voice for making Calls using FieldWorkMobility?

You can setup Google voice number as a default dialer in the Android version of the app and make all your calls with it.

 

Steps to setup Google voice as a default dialer:

    Install Google voice on your device

     Sign in to the Google voice account

     Select -> Use Google Voice to make all calls.

     (Screenshot below)              

 

 

Back to top
How will I get the agents work report on the dashboard from the app?

The agent has to first login from the app by going to fieldworkmobility.com syn. Once username, verification code (received via SMS) is added the agent can log in to the fieldworkmobility.com and try syncing the data. Whenever agent syncs the data from his/her app, the manager from the dashboard can view the report by going to the View agent report.

Back to top
How can I get the agents location details at any point of time?

Have agent click the Locate Me on the app and report his/her current location. Once he/she has done the reporting through the app, the manager can view the location on the dashboard from View Agent Report section.

 

Back to top
What are different ways to get contact data in the app?

The following are the ways one can get the contact data in the phone:

 

  1. Add Contact : Manually adding the contact (First name, last name and mobile number are required).
  2. Sync with Address Book: Import contacts from the Phone Address Book
  3. Import Contacts (CSV): Import contacts in a CSV format from the downloaded file saved in the phone SD Card (for android), (iOS) download the CSV file and import it directly from the email attachment.
  4. Fieldworkmobility.com sync: Create an account on the website and Register the agent mobile no, then import the CSV file to the registered agent account and Sync it from the app. Automatically all the contacts will get imported to the app.
  5. Salesforce.com sync: Using a Salesforce account agent can import the contacts in the app.

(Note: While importing CSV file make sure it has First name, Last name and one of the contact numbers in it.)

Back to top
Can I do Personalized bulk SMS using this app?

Yes you can! Go to any list and click menu button. Click SMS everyone in the list, then choose a template and click send. Before sending Bulk SMS make sure you have created a template.

To create a template click Message Template, manage SMS templates, Create new SMS template and type in the message you want to send.

Back to top
Can I do bulk email using the app?

Yes you can! Go to any list and click menu button. Click Email everyone in the list and then choose a template and click send. Before sending Bulk Email make sure you have created a template.

To create a template click Message Template, manage Email templates, Create new Email template and type in the message you want to send.

Back to top
How do I pay for MySalesDialerPro?

You can make a payment directly from the website through Paypal account. Once you create an account on the website (www.mysalesdialer.com) and register your mobile number you will get a free trial for 7 days.  After the trial ends login to your account on the website and click  View Agent Report. Click subscribe and make a payment using Paypal account.

If you haven't installed and setup the app, below is the link to the video:

https://youtu.be/Z0QF_39gfb4

Back to top