Anyone use the mobile app here? I just had two users on separate occasions in the past two days ask me why their customers and leads aren’t loading on the app. For one of them, reinstalling, clearing cache and geocaching their customer list resolved the problem, for the other it’s still a problem on his own phone and mine.
I updated our CRM BAQs since I noticed they were out of date, from version 3.2 to 3.4, which cleared an error when logging in, but that didn’t fix our issue with just the one sales rep not seeing his data.
We haven’t made any security changes or settings changes related to territories recently, but I did notice my phone pushed an update to Epicor CRM two days ago.
Yesterday, I was not able to see my stuff either (not on mobile). For me, my user ID had been removed as the Authorized User for a work force I was part of.
May not be your same issue, as we are in dev mode so someone may have innocently made a change and didn’t know its impact. But I’d spent a few hours trying to sort it out. Wanted to spare someone that same issue because the fix itself (added me back to the work force) took seconds once I knew what it was.
I know this may not be helpful and I haven’t checked out the CRM app in a minute, but when I was working on it, it was rather buggy/glitchy in more ways than this.
I’m sure, like everything since that time (2+ years ago) it has been improved.
But, I still wonder whether creating a custom kinetic screen for mobile could help circumvent the need for an app altogether. Still not sure whether that’s even feasible given everyone has a different phone these days.
I bring this up because the CRM mobile app was missing key fields, like campaign, and others, that we needed and it would have been nice to decide what they could and couldn’t use in the app cause everyone’s sales process is a bit different.
Our sales guys are kind of dependent on the map the app has. They like to visit as many customers as they can on their trips, so seeing them at a glance is pretty helpful. It’d be perfect for us if Kinetic also had a map.
I did just discover something I didn’t notice before. The debug mode on the app shows all the REST calls, and you can tap the eyeball to get more information. I have the URL for the REST call for BaqSvc/zCRM-Customers now which looks kind of like this: https://foo.bar.com/kineticenvironment/api/v1/BaqSvc/zCRM-Customers?MaxTrxAge=12
If I request this page in a browser, I get prompted for Kinetic credentials. If I use my issue user’s credentials, it returns all of his customers in JSON format.
If I log in to him on the app, the debug log message REST call keeps adding AfterDate=2024-03-11&AfterTime=38744 parameters to the end of that same URL for the rest call, even though there are no filters on. This obviously won’t return anything because nothing has been created after today.
That’s not the end of the problem however, if I mess with max transactional age value, sometimes it doesn’t add those parameters, and it still doesn’t load his customers.
I can’t really speak to the detail of it, but you can embed web elements on kinetic forms so you could embed a map and pass it the locations to replicate what the CRM app does.
I am with you though… why go through all this effort to re-create the wheel just because of one bug or whatever. Just brainstorming and throwing other ideas out here. which is why I started with, “not sure this will be of any help”
