Leave a Review Epicor CRM
After update
After the epicor kinetic update last week, this app will not load orders. It’s useless without it.Caitsnana
- Versions
- Price History
- Description
- FAQ
Version History of Epicor CRM
2.0.2165
July 19, 2024
A Reset Application option has been added to the application which makes possible to log back to the Demo Mode when needed An issue with the Map for Customers has been fixed An issue with setting the Ship To ID for a Customer has been fixed A warning will appear when trying to create an Order for a Customer on Credit Hold Stop action is now working for a Shipment when Customer is on Credit Hold
More2.0.2164
June 18, 2024
Rollback to fix a performance issue on the Orders screen: User won't see orders that are not assigned to their territory if Territory Security is turned on
More2.0.2163
June 5, 2024
BAQ Version updated to 0.3.5 Order Lines screen now displays the order line total and the order line sell quantity correctly User won't see orders that are not assigned to their territory if Territory Security is turned on Now it is possible to see all warehouses in inventory filters screen Changing the Customer of an Opportunity will no longer display an exception Now the app shows the correct Sales Person that the user selected on the Ship To Record
More2.0.2160
December 8, 2023
BAQ Version updated to 0.3.4 Support for 3 languages has been included: Swedish, Finnish, Thai A warning will be shown when an order exceeds the customer credit limit An issue that caused a freeze of the application when saving an order has been fixed Currency value has been fixed for Orders CRM type cases are listed now from history Issue with Contacts with one character has been fixed Issue with Order Date and Need By Date has been fixed
More2.0.2158
November 4, 2023
- Updated application to include several minor fixes.
2.0.2154
August 9, 2023
- BAQ Version updated to 0.3.3 - Fixed issue with the new iOS devices related to the application's borders - Opportunities/Quotes now pull the default dates set in Company Configuration for Follow up, Expiration Dates, Dates to Quote - Email demo code no longer needed to enter demo mode - On order shipment, warehouse selection, the available warehouses are filtered by the current site the user is logged in - Fixed issue that caused shipment process to appear stuck
More2.0.2141
April 17, 2023
New version offers: YTD and Last year amounts are now displayed correctly on Financials information for a Customer Price list quantity breaks are now applied correctly to Quotes It is possible to delete a Quote with no error
More2.0.2140
February 11, 2023
New version offers: Support for 3 languages has been included: French Canadian, Simplified Chinese, Traditional Chinese
2.0.2137
December 1, 2022
New version offers several fixes including: - Label of application icon has been update to be 'CRM' - Discount field now updates correctly when changing the Selling Quantity field. - CRM mobile is now calculating taxes when creating an Opportunity/Quote. The totals now include the taxes.
More2.0.2131
June 2, 2022
New version offers several fixes including: - Options Allow Multiple Sessions now works correctly and doesn’t cause connections issues when there is only 1 active session - The status for a Sales Order Line now is correctly displayed just like in the ERP client - It is possible to connect to a 10.2.300 or below application server with no problem - The arrow that indicated that there was a detail screen for parts on Inventory was successfully removed
MorePrice History of Epicor CRM
Description of Epicor CRM
Empower your salesforce with Epicor Mobile CRM, to manage the sales cycle from opportunity to order shipment—anytime, anywhere. Through our next-generation mobile application, you can:
• Create and update Leads, Customers, Contacts, Quotes, Orders and Shipments on the go
• Build activity-based workflows like call/email logging, notes, “To Do” lists, and appointments
• Access data related to sales activities including competitors, cases, projects, and order history.
• Convert a Sales Order from Opportunity/Quote
• Search Inventory to verify stock before creating a sales order
• Visualize customers and prospects on a map while in the designated area, and get travel directions to the selected location
Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases.
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Epicor CRM: FAQ
Does Epicor CRM support iPad devices?
Yes, Epicor CRM can be used on iPad devices.
Who created Epicor CRM?
The Epicor CRM app was made by Epicor Software Corporation.
What iOS version is needed to run the Epicor CRM app?
Currently, Epicor CRM supports iOS 14.0 or later.
What is the current app rating?
The Epicor CRM app has a consumer rating of 2.7 and receives average reviews and ratings.
What category of app is Epicor CRM?
The Epicor Crm App Relates To The Business Genre.
What is the latest version of Epicor CRM?
The latest Epicor CRM version released is 2.0.2165.
What date did the latest update for Epicor CRM come out?
October 1, 2024 is the exact date of the latest Epicor CRM update.
What date did Epicor CRM come out?
The Epicor CRM app became available to the public on February 5, 2023.
What age is Epicor CRM suitable for?
Epicor Software Corporation: The Epicor CRM app is child-friendly.
What are the languages offered by the Epicor CRM app?
Epicor CRM can be used in American English, European Spanish.
Can I enjoy Epicor CRM by subscribing to Apple Arcade?
Sorry, Epicor CRM is not on Apple Arcade.
Can I find in-app purchases in Epicor CRM?
Sorry, in-app purchases are not available for users of Epicor CRM.
Is Epicor CRM specifically engineered for Apple Vision Pro compatibility?
Sorry, Epicor CRM is not specifically engineered for compatibility with Apple Vision Pro.
Are users exposed to ads in Epicor CRM?
No, users are not exposed to ads in Epicor CRM.
Screenshots of Epicor CRM
