Epicor CRM 2.0.2168 - App Store

Epicor CRM version 2.0.2168

Updated At: 2026-06-29

Changes: Version History Leads are now displayed correctly on the map An error message is shown when shipping a line that has no Warehouse and/or Bin Error Parameter icDate is not found in the input object is no longer shown It is possible to assign a competitor to an Opportunity with no error To Do or an Appointment activity now are displayed correctly on the Activities 2.0.2168 02/16/2025 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 2.0.2165 07/19/2024 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 2.0.2164 06/18/2024 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 2.0.2163 06/05/2024 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 2.0.2160 12/08/2023 - Updated application to include several minor fixes. 2.0.2158 11/04/2023 - 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 2.0.2154 08/09/2023 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 2.0.2141 04/17/2023 New version offers: Support for 3 languages has been included: French Canadian, Simplified Chinese, Traditional Chinese 2.0.2140 02/11/2023 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. 2.0.2137 12/01/2022 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 2.0.2131 06/02/2022 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. 2.0.2099 02/03/2022 'New version offers several fixes including: - Case deleted through Case Entry is correctly deleted. - Demo code is now provided correctly. - Issue related to Country has been fixed when adding a Ship To to a Lead or a Customer. 2.0.2086 12/03/2021 Restored Demo Code request service. Contacts are now displayed consistently across users. 2.0.2081 07/13/2021 New version offers several fixes including: • Ability to delete Opportunity Lines • Demo mode code email sent after being requested • Case description shows properly • Customer attributes search working properly • Fixed Competitor entry so it doesn’t show empty Country 2.0.2053 02/20/2021 Fixed issue causing inventory list being inconsistent. 2.0.2050 01/07/2021 - Fixed issues with currencies on orders. - Fixed issue with some contacts not being displayed for customers. 2.0.2044 10/29/2020 - Orders now use Tax Liability entered in app. - Now you can delete order lines. 2.0.2036 08/21/2020 Bug fixed on Map where some customer pins were missing 2.0.2018 06/04/2020 New features: - Added compatibility with iOS13 - UOMs can be filtered by class Bug Fixes: Security group permissions were not loaded during the first login 2.0.2008 02/26/2020 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 2.0.1832 05/31/2019 Enhancement and bug fixes. 2.0.1829 05/24/2019 Enhancements and bug fixes 2.0.1823 05/13/2019 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 2.0.1763 03/01/2019 What’s New •Visualize customers and identify opportunities on a map while in the area, and then get travel time and directions through Google Maps •Convert a Sales Order from Opportunity/Quote •Add new Sales Orders and edit Sales Orders details •Search Inventory to verify stock before creating a sales order •Create Order Shipments 2.0 10/29/2018

Epicor CRM version 2.0.2168

Updated At: 2025-02-16

Changes: Feb 16, 2025 Version 2.0.2168 Leads are now displayed correctly on the map An error message is shown when shipping a line that has no Warehouse and/or Bin Error Parameter icDate is not found in the input object is no longer shown It is possible to assign a competitor to an Opportunity with no error To Do or an Appointment activity now are displayed correctly on the Activities

Epicor CRM version 2.0.2168

Updated At: 2025-02-16

Changes: Leads are now displayed correctly on the map An error message is shown when shipping a line that has no Warehouse and/or Bin Error Parameter icDate is not found in the input object is no longer shown It is possible to assign a competitor to an Opportunity with no error To Do or an Appointment activity now are displayed correctly on the Activities

Epicor CRM version 2.0.2165

Updated At: 2024-07-19

Changes: Jul 19, 2024 Version 2.0.2165 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

Epicor CRM version 2.0.2164

Updated At: 2024-06-18

Changes: Jun 18, 2024 Version 2.0.2164 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

Epicor CRM version 2.0.2163

Updated At: 2024-06-05

Changes: Jun 5, 2024 Version 2.0.2163 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

Epicor CRM version 2.0.2160

Updated At: 2023-12-08

Changes: Dec 8, 2023 Version 2.0.2160 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

Epicor CRM version 2.0.2158

Updated At: 2023-11-04

Changes: Nov 4, 2023 Version 2.0.2158 - Updated application to include several minor fixes.

Epicor CRM version 2.0.2154

Updated At: 2023-08-09

Changes: Aug 9, 2023 Version 2.0.2154 - 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

Epicor CRM version 2.0.2141

Updated At: 2023-04-17

Changes: Apr 17, 2023 Version 2.0.2141 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