Epicor CRM

2.0.2160 for iPhone, iPad
Free
0

0 Ratings

Update Date

2023-12-08

Size

104.8 MB

Screenshots for iPhone

iPhone
Epicor CRM Description
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.
Epicor CRM 2.0.2160 Update
2023-12-08
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
More Information
Price:
Free
Version:
2.0.2160
Size:
104.8 MB
Genre:
Business
Update Date:
2023-12-08
Developer:
Epicor
Language:
English Spanish

Safe to Download

AppPure.com and the download link of this app are 100% safe. The download link of this app will be redirected to the official App Store site, thus the app is original and has not been modified in any way.

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2.0.2160 2023-12-08
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
2.0.2154 2023-08-09
- 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
2.0.2141 2023-04-17
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
2.0.2140 2023-02-11
New version offers:
Support for 3 languages has been included: French Canadian, Simplified Chinese, Traditional Chinese
2.0.2099 2022-02-03
New version offers several fixes including:
- Support for IDP has been added.
- Issue related to displaying markers on Map for customers has been fixed.
- Icons for phone number and addresses are now working.
- Icons have been updated.
2.0.2081 2021-07-13
Restored Demo Code request service.
Contacts are now displayed consistently across users.
2.0.2044 2020-10-29
- Fixed issues with currencies on orders.
- Fixed issue with some contacts not being displayed for customers.
2.0.2036 2020-08-21
- Orders now use Tax Liability entered in app.
- Now you can delete order lines.
2.0.2018 2020-06-04
Bug fixed on Map where some customer pins were missing
2.0.2008 2020-02-26
New features:
- Added compatibility with iOS13
- UOMs can be filtered by class

Bug Fixes:
Security group permissions were not loaded during the first login
2.0.1832 2019-05-31
Several bugs fixes including:
•Option to choose between English or Spanish languages
•See Call Logs detail text
•Utilization for customer financial data has been renamed Used Credit, and now corrects calculus of the customer’s credit
•Correct dates displayed for Quote Date and Order Date
•Primary salesperson is now saved correctly in Quote entries
2.0.1829 2019-05-24
Enhancement and bug fixes.
2.0.1823 2019-05-13
Enhancements and bug fixes
2.0.1763 2017-11-21
Customer/Lead is now combined in one option in Activities. Task ID and Task type work with the same logic as in Epicor ERP on Activities section. Quote tasks added on the Mobile App are now visible in Quote Entry on the ERP Corrected Industry Class filter on Customers to show the description and no the ID Case contact linked in the Mobile App is now visible in Epicor ERP on Case Entry > People tab Task Set now defaults from the Workflow chosen on Case Entry You are now able to link an Order Line/Rel or Quote Line in Case Entry Call logs in Mobile App are now visible in Quote/Order/Case on the ERP