My company would like to explore the use of the CRM app on both Android and iPhone stores. I can’t seem to see any documentation to set this up, can anyone recommend where to look?
It should be on Epicweb.
In the Epicor Learning Center under Course Catalog > Browse > Sales Management > Orders and Demand Management there are a couple of videos, “Introducing Mobile CRM” and “Setting Up Mobile CRM on your Device” that are mostly useful. Besides that I haven’t found much of anything else.
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On Epicweb, go to Products > Epicor ERP version 10 > Downloads, then scroll down the list to Epicor Mobile CRM and select Version 10.X. There’s an Install Guide, Release Notes, and other downloadable items.
Are you talking about setting it up on the server or setting it up on your device?
Are you on prem or in the cloud?
Follow this install guide for 10.2.500 if that is what you are on:
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You may have to contact epicor support to get SQL scripts to install the latest BAQs for the CRM mobile app.
We followed everything in that guide and it worked great. Epicor Support can help you with anything you run into.
@Jackm2810 are you talking about documentation to set up the app on the phone or are you talking about documentation to set up the server so that you can access it from the app on the phone or is it both?
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Both. Thank you for the previous link. I think primarily the company wants to use the app but both would be preferable
Okay. Well if you want information on CRM for the full epicor application (accessed from a computer) you should reference the Application User Guide > CRM chapter for 10.2.500.
If you want help on installing mobile CRM (setting it up on your epicor application server), use the link I posted above.
If you want help on setting up the CRM app on a mobile phone (downloading it to the phone, connecting to your app server from the app, and configuring security on the app) you may have to call support. I couldn’t find much documentation on using the mobile app. I just played around with it and made my own documentation. I will say this, the security for the mobile app does not use the menu security you put in place in Epicor. For example, if you have a sales rep that shouldn’t be in order entry and you set it up that way in epicor using menu securities, those menu securities do not carry over to the mobile app. You have to use something similar to menu security on the mobile app to configure menu securities for the user groups that will use the mobile app. The territory security does carry over though.
Watch out for cached data too. If you start testing the mobile app with a user that has full rights and then you start using a user that has less rights, the old data can still show up. I had to delete the app and re-install to actually see the correct, limited results for the user with less territory access.