CRM Module

Yahoo Archive
1
Tim, 5.2.320.

Matt

-----Original Message-----
From: tim.goertz@... [mailto:tim.goertz@...]
Sent: Wednesday, April 28, 2004 9:27 AM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM Module

Matt- Not sure what to think at this point, especially if other people like
you are running CRM successfully. I did follow the same steps that you
describe below so I'm not sure how I would have got the install screwed up.
What version of Vantage are you on? Based on Epicor's response, however
(reference call # 841849PSC which says 'It is being worked on by a developer
and has not yet been assigned to a patch'), it sounds like they are
admitting there is a problem with CRM performance which they are working on
a fix for. Probably will not help us on 5.2 though.

Tim Goertz

Message: 18
Date: Tue, 27 Apr 2004 16:15:18 -0500
From: Matt Finn <matt@...>
Subject: RE: CRM Module

Tim, I think you may have hosed the install, if you tried all the conversion
utilities including 6880 (I had to run this manually...it did not run with
the upgrade), then I'm not sure Epicor can/will or you'd want them to try to
fix it. If you start over my notes show : upgrade, setup master file
defaults, run the 6880 conversion (then spend several hours trying to get
sales to use CRM). Once loaded, movement between screens on the workbench
is normal.

Matt

-----Original Message-----
From: tim.goertz@... [mailto:tim.goertz@...]
Sent: Tuesday, April 27, 2004 2:28 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM Module

I think we could live with 10 seconds to get into the Sales Person workbench
but not 2-3 minutes, and the fact that if you go to any other tab within the
Sales person workbench it's about 2 minutes. Again, this is on test server
which is just a Pentium III with 540 mb of RAM (plenty of disk) but I am try
to do the testing right at the server with no one else on it and like I
said, every other application in Vantage runs perfectly fine (not as fast as
our live server but acceptable). We do have 6 years of Vantage data
(including Quotes and Orders) plus a few years of this data we converted
from Classic, so I don't know if the fact that our database is large (about
5.5 GB after backup) is the problem or what. I'd definitely be afraid to
activate on the live server until we get it figured out (it also seems to
slow search performance within the quote modules). Anyway, still waiting to
hear back from Epicor it so I'll let everyone know when I learn something.

Tim Goertz
2
Has anyone out there purchased the CRM Module? Any opinions or problems
with this module. We are considering this to track our sales calls.


Please contact me off list if you want.


Best Regards,


Dina Hieber
Vamco International, Inc.
(412) 963-7100 Phone
(412) 963-9511 Fax



[Non-text portions of this message have been removed]
3
I think we could live with 10 seconds to get into the Sales Person workbench
but not 2-3 minutes, and the fact that if you go to any other tab within the
Sales person workbench it's about 2 minutes. Again, this is on test server
which is just a Pentium III with 540 mb of RAM (plenty of disk) but I am try
to do the testing right at the server with no one else on it and like I
said, every other application in Vantage runs perfectly fine (not as fast as
our live server but acceptable). We do have 6 years of Vantage data
(including Quotes and Orders) plus a few years of this data we converted
from Classic, so I don't know if the fact that our database is large (about
5.5 GB after backup) is the problem or what. I'd definitely be afraid to
activate on the live server until we get it figured out (it also seems to
slow search performance within the quote modules). Anyway, still waiting to
hear back from Epicor it so I'll let everyone know when I learn something.

Tim Goertz

Message: 4
Date: Tue, 27 Apr 2004 08:41:13 -0400
From: "Dunn, Nancy" <ndunn@...>
Subject: RE: CRM module performance issues

CRM is a module in Vantage and is part of the Vantage Database. The module
is very integrated with the other modules. We are using the Vantage on a
dual Xeon processor server with a little over 1GB memory. Opening the
workbench is a little slower then other modules. The time to open it may
depend on the processor speed and memory of the server and PC involved.
Just a thought.
Nancy

-----Original Message-----
From: Wayne Cox [mailto:wmc20@...]
Sent: Monday, April 26, 2004 2:49 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] CRM module performance issues


At 09:12 AM 4/26/2004, you wrote:
>I was wondering if any anyone else that is using the CRM module has had
>any performance issue problem with it. We purchased the module several
>years ago when it was Clientele and never did implement it because we found
it

This is just a swag, since I've never seen CRM or Clientele. But is its
data in the same database as Vantage? Or is it in its own DB? (Seems
like there might be a good chance of the later, since it used to be a
standalone product.)

It it's in a separate DB, then perhaps it's just a performance tuning issue?

-Wayne





[Non-text portions of this message have been removed]
4
Tim, I think you may have hosed the install, if you tried all the conversion
utilities including 6880 (I had to run this manually...it did not run with
the upgrade), then I'm not sure Epicor can/will or you'd want them to try to
fix it. If you start over my notes show : upgrade, setup master file
defaults, run the 6880 conversion (then spend several hours trying to get
sales to use CRM). Once loaded, movement between screens on the workbench
is normal.

Matt

-----Original Message-----
From: tim.goertz@... [mailto:tim.goertz@...]
Sent: Tuesday, April 27, 2004 2:28 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM Module

I think we could live with 10 seconds to get into the Sales Person workbench
but not 2-3 minutes, and the fact that if you go to any other tab within the
Sales person workbench it's about 2 minutes. Again, this is on test server
which is just a Pentium III with 540 mb of RAM (plenty of disk) but I am try
to do the testing right at the server with no one else on it and like I
said, every other application in Vantage runs perfectly fine (not as fast as
our live server but acceptable). We do have 6 years of Vantage data
(including Quotes and Orders) plus a few years of this data we converted
from Classic, so I don't know if the fact that our database is large (about
5.5 GB after backup) is the problem or what. I'd definitely be afraid to
activate on the live server until we get it figured out (it also seems to
slow search performance within the quote modules). Anyway, still waiting to
hear back from Epicor it so I'll let everyone know when I learn something.

Tim Goertz

Message: 4
Date: Tue, 27 Apr 2004 08:41:13 -0400
From: "Dunn, Nancy" <ndunn@...>
Subject: RE: CRM module performance issues

CRM is a module in Vantage and is part of the Vantage Database. The module
is very integrated with the other modules. We are using the Vantage on a
dual Xeon processor server with a little over 1GB memory. Opening the
workbench is a little slower then other modules. The time to open it may
depend on the processor speed and memory of the server and PC involved.
Just a thought.
Nancy

-----Original Message-----
From: Wayne Cox [mailto:wmc20@...]
Sent: Monday, April 26, 2004 2:49 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] CRM module performance issues


At 09:12 AM 4/26/2004, you wrote:
>I was wondering if any anyone else that is using the CRM module has had
>any performance issue problem with it. We purchased the module several
>years ago when it was Clientele and never did implement it because we found
it

This is just a swag, since I've never seen CRM or Clientele. But is its
data in the same database as Vantage? Or is it in its own DB? (Seems
like there might be a good chance of the later, since it used to be a
standalone product.)

It it's in a separate DB, then perhaps it's just a performance tuning issue?

-Wayne
5
Tim,
One of the things I check when users say things are running slow is the
virus software. I set the PC's virus scanner to scan only incoming files and
not incoming and out going. It really makes a differance.
Nancy

-----Original Message-----
From: tim.goertz@... [mailto:tim.goertz@...]
Sent: Tuesday, April 27, 2004 3:28 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM Module


I think we could live with 10 seconds to get into the Sales Person workbench
but not 2-3 minutes, and the fact that if you go to any other tab within the
Sales person workbench it's about 2 minutes. Again, this is on test server
which is just a Pentium III with 540 mb of RAM (plenty of disk) but I am try
to do the testing right at the server with no one else on it and like I
said, every other application in Vantage runs perfectly fine (not as fast as
our live server but acceptable). We do have 6 years of Vantage data
(including Quotes and Orders) plus a few years of this data we converted
from Classic, so I don't know if the fact that our database is large (about
5.5 GB after backup) is the problem or what. I'd definitely be afraid to
activate on the live server until we get it figured out (it also seems to
slow search performance within the quote modules). Anyway, still waiting to
hear back from Epicor it so I'll let everyone know when I learn something.

Tim Goertz

Message: 4
Date: Tue, 27 Apr 2004 08:41:13 -0400
From: "Dunn, Nancy" <ndunn@...>
Subject: RE: CRM module performance issues

CRM is a module in Vantage and is part of the Vantage Database. The module
is very integrated with the other modules. We are using the Vantage on a
dual Xeon processor server with a little over 1GB memory. Opening the
workbench is a little slower then other modules. The time to open it may
depend on the processor speed and memory of the server and PC involved.
Just a thought.
Nancy

-----Original Message-----
From: Wayne Cox [mailto:wmc20@...]
Sent: Monday, April 26, 2004 2:49 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] CRM module performance issues


At 09:12 AM 4/26/2004, you wrote:
>I was wondering if any anyone else that is using the CRM module has had
>any performance issue problem with it. We purchased the module several
>years ago when it was Clientele and never did implement it because we found
it

This is just a swag, since I've never seen CRM or Clientele. But is its
data in the same database as Vantage? Or is it in its own DB? (Seems
like there might be a good chance of the later, since it used to be a
standalone product.)

It it's in a separate DB, then perhaps it's just a performance tuning issue?

-Wayne





[Non-text portions of this message have been removed]




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6
Matt- Not sure what to think at this point, especially if other people like
you are running CRM successfully. I did follow the same steps that you
describe below so I'm not sure how I would have got the install screwed up.
What version of Vantage are you on? Based on Epicor's response, however
(reference call # 841849PSC which says 'It is being worked on by a developer
and has not yet been assigned to a patch'), it sounds like they are
admitting there is a problem with CRM performance which they are working on
a fix for. Probably will not help us on 5.2 though.

Tim Goertz

Message: 18
Date: Tue, 27 Apr 2004 16:15:18 -0500
From: Matt Finn <matt@...>
Subject: RE: CRM Module

Tim, I think you may have hosed the install, if you tried all the conversion
utilities including 6880 (I had to run this manually...it did not run with
the upgrade), then I'm not sure Epicor can/will or you'd want them to try to
fix it. If you start over my notes show : upgrade, setup master file
defaults, run the 6880 conversion (then spend several hours trying to get
sales to use CRM). Once loaded, movement between screens on the workbench
is normal.

Matt

-----Original Message-----
From: tim.goertz@... [mailto:tim.goertz@...]
Sent: Tuesday, April 27, 2004 2:28 PM
To: vantage@yahoogroups.com
Subject: [Vantage] CRM Module

I think we could live with 10 seconds to get into the Sales Person workbench
but not 2-3 minutes, and the fact that if you go to any other tab within the
Sales person workbench it's about 2 minutes. Again, this is on test server
which is just a Pentium III with 540 mb of RAM (plenty of disk) but I am try
to do the testing right at the server with no one else on it and like I
said, every other application in Vantage runs perfectly fine (not as fast as
our live server but acceptable). We do have 6 years of Vantage data
(including Quotes and Orders) plus a few years of this data we converted
from Classic, so I don't know if the fact that our database is large (about
5.5 GB after backup) is the problem or what. I'd definitely be afraid to
activate on the live server until we get it figured out (it also seems to
slow search performance within the quote modules). Anyway, still waiting to
hear back from Epicor it so I'll let everyone know when I learn something.

Tim Goertz




[Non-text portions of this message have been removed]